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

Apply to This Job

Check More Finance & Banking Jobs

Apply Job!