Bookkeeper

Pathfinder LL & D Insurance; San Antonio (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Collaborative team environment

Job summary

Pathfinder Insurance Group is seeking a detail-oriented Insurance Bookkeeper & Project Coordinator in San Antonio, TX. This full-time role focuses on accurate financial records, accounts receivable, and premium transactions to support our insurance operations.

You will reconcile invoices, prepare reports, and assist with monthly, quarterly, and annual closings while collaborating with the team to maintain data integrity. AI practices support is also part of the scope.

Qualifications

• Experience as a bookkeeper in insurance or financial services.
• Proficiency in Excel; EPIC experience a plus.
• Strong understanding of accounting principles and confidentiality.
• Excellent organizational skills and attention to detail.

Responsibilities

• Manage day-to-day bookkeeping tasks, including accounts receivable.
• Reconcile client invoices and payments.
• Prepare financial reports and assist with closings.
• Maintain accurate records of premiums and policy transactions.
• Collaborate with the insurance team to ensure accurate financial data.
• Assist with audits and insurance-specific compliance.
• Utilize accounting software to streamline bookkeeping tasks.
• Assist agency in implementing AI practices.

Skills

Bookkeeping experience

Excel proficiency

Attention to detail

Discretion with confidential info

Education

Bookkeeping or accounting certification

Tools

EPIC

Accounting software

Job description

Job Title: Insurance Bookkeeper & Project Coordinator

Location: San Antonio, TX

Hours: Full Time

About Us: Pathfinder Insurance Group is a reputable insurance agency dedicated to providing top-tier services to our clients. With a strong commitment to excellence and precision, we pride ourselves on maintaining accurate financial records and delivering reliable results.

We are currently seeking a detail-oriented and experienced Full-Time Insurance Bookkeeper to join our team. If you have a knack for numbers and a passion for accuracy, we want to hear from you!

Key Responsibilities

• Manage day-to-day bookkeeping tasks, including accounts receivable.
• Reconcile client invoices, and payments.
• Prepare financial reports and assist with monthly/quarterly/annual closings.
• Maintain accurate records of premiums, and policy-related transactions.
• Collaborate with the insurance team to ensure accurate financial data tracking.
• Assist with audits and compliance requirements specific to the insurance industry.
• Utilize accounting software to manage and streamline bookkeeping tasks.
• Assist agency in implementing Artificial Intelligence “AI” practices.

Qualifications

• Proven experience as a bookkeeper, preferably within the insurance or financial services industry.
• Proficiency in Excel. Applied EPIC experience is a plus.
• Strong understanding of accounting principles and insurance-related financial processes.
• Excellent organizational skills and attention to detail.
• Ability to handle confidential information with discretion.
• Strong communication skills to work effectively with team members and external stakeholders.
• Certification in bookkeeping or accounting is a plus.

What We Offer

• Competitive compensation.
• Opportunity to work in a supportive and collaborative environment.
• Potential for growth within the company.