Bookkeeper (Insurance)

The Offer

- Work From Home – Enjoy the flexibility of a remote role while making a real impact.
- Fast-Paced & High-Growth Environment – Be part of an expanding team with room for growth.
- Key Financial Role – Your accuracy and efficiency directly impact our success.

The Job

Are you detail-oriented, fast-moving, and great at solving financial discrepancies ? Do you have bookkeeping experience in a high-volume transaction environment and thrive in a role where accuracy is everything ? If so, we want you on our team!

What You'll Be Doing

As our Remote Insurance Bookkeeper , your role is to manage, track, and reconcile financial transactions with speed and accuracy.

Premium Payment & Reconciliation


- Ensure client payments are received, processed, and correctly applied to policies.
- Reconcile accounts daily, tracking multiple transactions and resolving discrepancies immediately .
- Sort and analyze incoming financial data , identifying what needs to be recorded.

Problem-Solving & Communication

- Work closely with internal teams and carriers to clarify and resolve payment-related issues.
- Identify inconsistencies , ensuring all financial records are clean and error-free.
- Think critically —not every transaction is straightforward, and you'll need to sort through the details to ensure accuracy .

Technology & Organization

- Utilize Excel and financial software to efficiently track and organize transactions.
- Work within agency management software to maintain accurate financial records.
- Adapt quickly to new tools and systems , ensuring seamless financial operations.

The Profile

What You Bring to the Table

- Bookkeeping experience in an insurance agency or high-volume financial environment is preferred.

- Extreme attention to detail —you'll be managing large amounts of financial data daily.
- Strong problem-solving skills —you can identify and resolve discrepancies with ease.
- Fast and efficient —you can keep up with a high transaction workload.
- Tech-savvy —experience in financial software and Excel proficiency is a plus.
- Experience with agency management software (or the ability to learn quickly).

The Employer

We are a rapidly expanding New York-based insurance agency that connects businesses with the coverage they need. A key part of our success is ensuring premium payments are received, recorded, and distributed correctly —and that's where you come in.