Controller

Questpro; South San Francisco (CA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health/dental/retirement

PTO

Job summary

Insurance Service Company is seeking a Controller/Bookkeeper for a remote role based near Daly City/San Francisco. The role oversees premium accounting, payroll, and HR administration, with licensing coordination and interactions with a CPA/tax preparer.

The candidate should have 5+ years in bookkeeping/accounting, preferably in insurance, and be proficient with QuickBooks and Excel. In-person meetings are occasional, requiring proximity to the SF Bay Area.

Qualifications

• 5+ years of bookkeeping/accounting experience, preferably in insurance
• Experience processing payroll for W-2 and 1099 contractors
• Familiarity with employee benefits (health, dental, retirement/401(k))
• Knowledge of insurance licensing processes is a plus
• Proficiency with accounting software (QuickBooks) and Excel
• Strong organizational skills and attention to detail
• Ability to work independently in a remote environment with communication
• Must reside in or near Daly City/San Francisco, CA and be trustworthy

Responsibilities

• Premium Accounting: daily processing, reconciliations, and documentation
• Accounting & Bookkeeping: maintain GL, bank/Credit card reconciliations, monthly/quarterly reports
• Payroll: process payroll via third-party vendor, ensure tax withholdings and filings
• HR Administration: manage benefits and insurances
• Licensing Coordination: manage producer licensing with third-party vendor

Skills

Bookkeeping

Payroll processing

Benefits administration

Insurance licensing

QuickBooks

Excel

Remote work

Independent work

Tools

QuickBooks

Excel

Job description

Controller / Bookkeeper

Controller / Bookkeeper

Company:

Insurance Service Company

Location:

San Francisco Bay Area - remote/work-from-home, but candidate must reside near Daly City / San Francisco

Employment Type:

Full-Time.

Position Summary

The Controller/Bookkeeper will oversee the company's core financial functions - including premium accounting, commission remittance, payroll, and bill management - while also handling internal HR administration (employee benefits), co. insurances and communicate with our state third-party insurance licensing vendor. This is a remote position; however, the candidate must be based in or near Daly City/San Francisco to allow for occasional in-person coordination.

Key Responsibilities

Premium Accounting (Daily)

• Perform daily premium accounting functions, ensuring accurate and timely processing
• Facilitate premium and commission disbursements. Reconcile premium accounts, carrier statements, and commission reports
• Track and resolve discrepancies in premium and commission payments, produce financial documents as requested/needed.

Accounting & Bookkeeping

• Manage day-to-day bookkeeping using [QuickBooks / Quicken accounting software]
• Process and pay internal company bills and vendor invoices
• Maintain the general ledger, reconcile bank and credit card accounts
• Prepare monthly/quarterly financial statements and reports for management
• Assist with budgeting, cash flow monitoring, and year-end close
• Coordinate with outside CPA/tax preparer, carrier and TPA audits as needed.

Payroll

• Process payroll for W-2 employees and payments for 1099 contractors through our 3rd party vendor Paychex.
• Ensure accurate and timely tax withholdings, filings, and payments
• Maintain payroll records and respond to employee payroll inquiries

Human Resources Administration

• Administer internal employee benefits, including health, dental, and retirement plans
• Maintain HR files, and manage internal insurances (i.e. E&O, Cyber Insurance). Ensure compliance with applicable regulations

Licensing Coordination

• Manage producer/agency licensing requirements in coordination with the company's third-party licensing vendor
• Ensure timely submission of licensing paperwork and compliance documentation

Qualifications

• 5+ years of bookkeeping/accounting experience; insurance industry experience strongly preferred (premium accounting, commission processing)
• Experience processing payroll for both W-2 employees and 1099 contractors
• Familiarity with employee benefits administration (health, dental, retirement/401(k))
• Working knowledge of insurance licensing processes a plus
• Proficiency with accounting software (e.g., QuickBooks) and Microsoft Excel
• Strong organizational skills and high attention to detail
• Ability to work independently in a remote environment while maintaining regular communication
• Must reside in or near Daly City/San Francisco, CA and be highly trustworthy.

Preferred Skills

• Prior experience at an independent insurance agency, MGA, or wholesaler
• Experience working with insurance carrier and broker commission statements

Work Environment

• Remote/work-from-home position
• Must be located in the San Francisco Bay Area, near Daly City/San Francisco, for occasional in-person meetings or document handling
• Monday-Friday, 9:00 AM-5:00 PM

Benefits

• Health/dental/retirement, PTO