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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.
The Role
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
What You Bring To The Table
Apply Here: https://wkf.ms/43m9oFm
What's on Offer?
The Role
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.
- 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.
- 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.
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).
Apply Here: https://wkf.ms/43m9oFm
What's on 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.
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.
The Role
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
What You Bring To The Table
Apply Here: https://wkf.ms/43m9oFm
What's on Offer?
The Role
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.
- 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.
- 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.
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).
Apply Here: https://wkf.ms/43m9oFm
What's on 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.