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Bookkeeper ?? Insurance Agency ?? Applied Epic ?? AMS360

Remote, USA Full-time Posted 2025-04-16

This is a bookkeeping position in the leading firm specializing in accounting for Insurance Agencies. The candidate must be detail oriented, enjoy performing data entry tasks accurately and adhering to deadlines; and have experience working in an insurance agency. Experience with AMS360 or Applied EPIC is required (software for independent insurance agencies, not the software for medical... practices.)

Essential Job Functions:

1. Accounts Payable - Pays invoices for operating expenses, reconciles & records credit card transactions timely

2. Insurance Company Payables ?? Reconciles & pays invoices/statements for agency bill insurance transactions timely

3. Accounts Receivable - Records deposits of commission and customer payments timely

4. Payroll ?? Records journal entries timely

5. Assists clients with any accounting related questions, responding within 24 hours

6. Reviews and reconciles general ledger balances to subsidiary ledger detail on a daily, weekly or monthly basis as applicable

7. Prepares draft financial statements monthly for Accountant review and responds to review questions within 24 hours

8. Invoices direct bill commission in a backup capacity to the direct bill specialist

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:
?? 401(k)
?? Dental insurance
?? Disability insurance
?? Health insurance
?? Paid time off
?? Vision insurance

Schedule:
?? Monday to Friday

Application Question(s):
?? Is your office in the United States?

Experience:
?? ?? Accounting for an Independent Insurance Agency: 1 year (Required)
?? ?? AMS360 or Applied EPIC (not medical practice software)): 1 year (Required)

Work Location: Remote

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