Full-Time Bookkeeper & Office Administrator - Insurance Agency

Job Description

Full-Time Bookkeeper & Office Administrator – Insurance Agency

We are a busy, professional insurance agency seeking a reliable, organized, and detail-oriented Bookkeeper & Office Administrator to work directly with the owner of the agency and join our team.

This is an important position within our agency. The ideal candidate will have strong QuickBooks Online and bookkeeping experience, excellent computer and spreadsheet skills, and the ability to communicate professionally and effectively with customers, insurance companies, vendors, and coworkers.

Key Responsibilities

Handle the agency’s day-to-day bookkeeping and financial recordkeeping

Manage bookkeeping functions in QuickBooks Online

Reconcile accounts and maintain accurate financial records

Process and track accounts payable and accounts receivable

Enter and organize financial transactions, payments, invoices, and receipts

Prepare and maintain spreadsheets and reports using Microsoft Excel

Maintain organized electronic and financial records

Communicate with customers by phone and email

Provide professional and friendly customer service

Assist customers with questions and general account needs

Communicate with insurance companies and vendors as needed

Assist with general administrative and office responsibilities

Maintain confidentiality of financial and customer information

Help keep the office organized and running efficiently

Perform other related duties as needed

Qualifications & Skills

Required:

Previous bookkeeping experience

Strong working knowledge of QuickBooks Online

Strong computer skills

Proficiency with Microsoft Excel and spreadsheets

Excellent verbal and written communication skills

Strong attention to detail and accuracy

Excellent organizational and time-management skills

Ability to multitask and prioritize responsibilities

Professional, dependable, and trustworthy

Ability to work independently and as part of a team

Preferred:

Experience working directly with customers

What We’re Looking For

We are looking for someone who takes pride in their work and can take ownership of the bookkeeping responsibilities while also being an integral part of our office team.

The right candidate will be comfortable working with numbers and financial information but will also enjoy interacting with people. Strong communication skills, professionalism, reliability, and a positive attitude are extremely important.

This is a full-time position with an opportunity to become a valuable, long-term member of our agency.

To Apply

Please submit your resume along with a brief description of your bookkeeping experience, QuickBooks Online experience, and relevant office or customer service experience.

Full-time