Bookkeeper – Insurance Agency – Applied Epic – AMS360

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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