About the Role
We are seeking a Certified Public Accountant Bookkeeper with a strong background in insurance accounting, specifically in personal lines and commercial lines. The ideal candidate has hands-on experience working within an insurance agency or brokerage and is proficient with Applied Epic, the industry-standard agency management system.
This role will be responsible for maintaining accurate financial records, reconciling accounts, managing payables and receivables, and supporting month-end close processes tailored to the operational flow of an insurance business.
Key Responsibilities
- Maintain the general ledger and accounting records for an insurance agency/brokerage
- Reconcile premium payables, carrier payables, producer commissions, and trust accounts
- Manage receipts and disbursements of client and carrier funds
- Process accounts payable and accounts receivable related to insurance transactions
- Perform monthly bank and trust account reconciliations
- Assist with month-end and year-end closing processes
- Generate financial statements, commission reports, and cash flow summaries
- Collaborate with internal teams to ensure accurate policy and premium postings
- Ensure compliance with industry-specific accounting regulations and internal policies
- Utilize Applied Epic for financial tracking, reporting, and auditing purposes
Qualifications
- CPA license
- Minimum of 3 years’ experience in bookkeeping/accounting, with at least 1–2 years in the insurance industry
- Strong knowledge of accounting practices specific to personal and commercial lines
- Proficiency in Applied Epic is required
- Strong understanding of trust accounting, carrier reconciliation, and commission tracking
- Proficient in Microsoft Excel and accounting software
- Excellent attention to detail, problem-solving ability, and organizational skills
- Strong English communication skills (written and verbal)
- Ability to work independently in a remote setting and manage time effectively
Preferred Experience
- Experience working with U.S.-based insurance agencies or brokerages
- Familiarity with GAAP or IFRS
- Experience preparing data for audits or financial reviews
Requirements
This is a 100% Remote Work
US time zone
Full time
$8/hr
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