Bookkeeper

What You’ll Do

• Process EFT, ACH, and daily remote check capture and delivery
• Manage Accounts Receivable daily and Accounts Payable as needed
• Handle monthly premium/commission payments to carriers and agencies
• Prepare Carrier Account Current/Bordereau reporting and reconciliation
• Post Journal Entries and maintain accurate financial documentation
• Research and resolve accounting issues for internal staff, customers, and carriers
• Collaborate with teammates to ensure invoice and payment accuracy
• Provide customer service via email, Teams/Zoom, and phone regarding payments and past-due invoices
• Work with third‑party payment vendors and online banking platforms

• Bachelor’s degree in Accounting, Finance, or Business preferred
• 3+ years of accounting or bookkeeping experience with solid references
• Strong knowledge of online banking, payment processing, and Journal Entries
• Proficiency in Microsoft Office Suite, especially Excel
• Experience with custom accounting or management systems
• Detail-oriented with strong organizational and analytical skills
• Excellent communication skills with internal and external customers
• Payroll processing experience a plus

• 401K and team bonus after first year of full-time employment
• 5 sick days + 10–15 personal days (based on experience) plus 8–9 paid holidays
• Health plan contributions
• Career growth opportunities within an experienced, specialty insurance team