CPA Bookkeeper - Insurance Accounting Specialist

CPA license Minimum of 3 years’ experience in bookkeeping/accounting, with at least 1–2 years in the insurance industry Strong knowledge of accounting practices specific to personal and commercial lines Proficiency in Applied Epic is required Strong understanding of trust accounting, carrier reconciliation, and commission tracking Proficient in Microsoft Excel and accounting software Excellent attention to detail, problem-solving ability, and organizational skills Strong English communication skills (written and verbal) Ability to work independently in a remote setting and manage time effectively

Maintain the general ledger and accounting records for an insurance agency/brokerage Reconcile premium payables, carrier payables, producer commissions, and trust accounts Manage receipts and disbursements of client and carrier funds Process accounts payable and accounts receivable related to insurance transactions Perform monthly bank and trust account reconciliations Assist with month-end and year-end closing processes Generate financial statements, commission reports, and cash flow summaries Collaborate with internal teams to ensure accurate policy and premium postings Ensure compliance with industry-specific accounting regulations and internal policies Utilize Applied Epic for financial tracking, reporting, and auditing purposes