Outsourced Agency Bookkeeper

Outsourced Agency Bookkeeper

Full-Time | Remote

We are looking for an enthusiastic professional to join the Kite Tech Agency Consulting Team! The purpose of the Outsourced Agency Bookkeeper position is to provide high-quality bookkeeping services for Kite Tech’s insurance agency clients who do not have the internal resources to hire or manage accounting staff.

The Outsourced Agency Bookkeeper will work with a Kite Tech accounting resource lead to identify and execute the agency’s bookkeeping needs. While accounting expertise and management support is provided, the position requires day‑to‑day self‑management skills.

• Assist Kite Tech accounting resource in determining agency’s bookkeeping needs and establishing a schedule and time commitment necessary to meet those needs.
• Independently perform key bookkeeping tasks including entering receipts/disbursements, reconciling premium payables, direct bill commission recording, reconciling bank statements, payroll recording, and performing month‑end closing tasks including journal entries and monthly financial reporting.
• Manage company, broker, and vendor payables and/or work with client to coordinate payments.
• Maintain knowledge of Applied Epic bookkeeping best practices.
• Collaborate regularly with client to discuss and resolve any issues to the satisfaction of the client. This includes email and video calls.
• Maintain real‑time documentation of work activities for the purpose of recording progress and ensuring accurate client billing.
• Possess reliable home internet connection for video meetings and a dedicated workspace.

• 2+ years of working as a bookkeeper in any industry and/or working within an insurance agency that uses the Applied Epic agency management system.
• Proficient with M365 applications.
• Experience successfully working independently, as well as collaboratively in a remote environment.
• Strong organizational and customer service skills.
• Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self‑service appointment setting) to maximize the virtual consulting experience for clients.
• Self‑motivated and agile.

• Salary: $45,000 – $52,000 based on experience
• Health:
  Kite Tech pays 80% of total premium for employee and family
• Flexible Vacation Hours
• Simple IRA: 100% match for first 3%

• Opportunity to make a difference helping our clients.
• Environment of teamwork and support.
• Encourage personal development and continuing education.
• Outstanding management and accountability processes to maximize the contribution of our teammates and their opportunity to share in our success.

Apply now.

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