Overview:

Our client is a commercial insurance brokerage managing approximately $7,000,000 in premiums with a team of seven employees and five salespeople. The brokerage specializes in commercial lines with approximately 50 percent of business in surplus lines through wholesalers.

This is an urgent hire for a detail-oriented Full Charge Bookkeeper - Insurance (US | QuickBooks) to manage daily transactional accounting, HR functions, and administrative tasks for a growing insurance brokerage. The role requires meticulous attention to detail and the ability to manage multiple systems and processes with accuracy down to the penny. The position offers flexible working hours with some overlap needed during Pacific Time business hours for communication with carrier accounting departments.

Schedule: Mon - Fri Flexible Hours (Pacific Time, 4 hour overlap required)

Client Timezone: Pacific Standard Time (PST) / Pacific Daylight Time (PDT)

Responsibilities:

• Process daily insurance transactions including breaking out premiums, taxes, fees, and commissions for agency billing accounts

• Manage return premiums and audit wholesaler statements to ensure compliance with disclosures and accurate credits and debits reconciliation

• Input policy transactions into QuickBooks and the CRM system, maintaining accuracy across dual accounting systems for direct billing and agency billing

• Process accounts payable including paying salespeople, carriers, and operating expenses

• Handle employee onboarding and offboarding including setting up health insurance, 401(k) compliance documentation, and required paperwork

• Manage annual license renewals for five employees and maintain documentation records

• Add and remove employee logins across approximately 20 different carrier sites and ensure proper licensing verification

• Run commission reports for direct billing policies and calculate payments based on established rules within the CRM system

• Reconcile client trust accounts and insurance premium accounts to ensure proper fund management

Must-Have Requirements:

• Proven experience as a Bookkeeper with strong attention to detail and ability to maintain accuracy in financial records

• Proficiency with QuickBooks and experience managing dual accounting systems

• Experience with insurance brokerage accounting or familiarity with insurance industry financial processes including premium accounting, commission structures, and carrier billing

• Strong organizational skills with ability to manage multiple tasks including transactional accounting, HR functions, and administrative duties

• Excellent communication skills for coordinating with carrier accounting departments and internal team members

Nice-to-Have Requirements:

• Previous experience with surplus lines accounting and wholesaler statement reconciliation

• Familiarity with CRM systems used in insurance brokerages with policy management and commission tracking capabilities

• Experience with employee benefits administration including health insurance and 401(k) setup

• Background in managing professional license renewals and compliance documentation

Independent Contractor Perks

• Permanent work from home

• Immediate hiring

• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review