Bookkeeper (Must Have Insurance Agency Experience!)
Job Description
This role requires strong bookkeeping and accounting experience, preferably within an insurance agency environment. The ideal candidate will be highly organized, detail-oriented, and proficient in QuickBooks and NowCerts.
HOURS: Monday – Friday, 9 am – 5 pm
DURATION: Direct Hire
WORKPLACE:
- Hybrid schedule (preferred if the candidate lives within a reasonable distance of the office)
- In-office (option available for those who prefer to work onsite full-time)
BENEFITS: This client contributes a portion toward the benefits package.
Job Duties can include, but are not limited to:
- Sort and distribute mail daily.
- Deposit checks and upload deposits using office scanner.
- Manage Accounts Payable (A/P) and Accounts Receivable (A/R) for carriers, MGAs, and producers.
- Process cancellations, return premiums, and chargebacks
- Handle invoicing for half sheets, endorsements, and adjustments.
- Perform weekly bank reconciliation of operating and trust accounts.
- Process bi-monthly payroll via Intuit, vendor payments, and 401(k) contributions.
- Maintain General Ledger in QuickBooks and prepare Direct Bill Commission Statements.
- Set up new finance contracts and manage outstanding payments and collections.
- Maintain Profit & Loss and Balance Sheet reports within QuickBooks.
- Minimum 2-3 years of bookkeeping/accounting experience, preferably within an insurance agency.
- Proficiency in QuickBooks required.
- Experience with NowCerts or similar agency management systems preferred.
- Strong understanding of A/P, A/R, and G/L reconciliation.
- Excellent attention to detail, organization, and time management skills.
- Ability to work independently and meet deadlines.
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.