Insurance Agency Bookkeeper - REMOTE

NACBA; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with a 4% match

Remote work from home

Flexible full/part-time schedules

Job summary

WAHVE, a remote insurance experience company, seeks an Insurance Agency Bookkeeper to work from home and support retail/wholesale/MGA clients with ledger, reconciliations, and reporting.

Ideal candidates have extensive premium accounting experience and proficiency with Epic, AMS360 or Sagitta, enabling accurate monthly statements and budgeting in a flexible, home-based role.

Qualifications

• 25 years of full-time work experience required.
• 10 most current years of premium accounting experience required.
• Experience with insurance accounting and general ledger processes.

Responsibilities

• Responsible for the General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable.
• Prepare monthly management and producer commission payable reports.
• Prepare reconciliation of carrier commission statements and resolve discrepancies.
• Prepare monthly and annual financial statements.
• Maintain the budget using Excel and agency management system.

Tools

Epic

AMS360

Sagitta

Job description

Put your Insurance Experience to work – FROM HOME!

At WAHVE, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home. As we say – retire from the office but not from work. Our unique platform provides you with real work/life balance and allows you to choose a full or part-time work schedule while continuing to utilize your insurance expertise in a remote, long-term position which includes company benefits!

WHAT YOU’LL LOVE ABOUT WAHVE

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference by the work that we do.

WHAT WE ARE SEEKING

We have assignments available to help our retail broker or wholesale broker or MGA clients in Insurance Agency Bookkeeper positions. Responsibilities may include:

• Responsible for the General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable.
• Prepare monthly management and producer commission payable reports.
• Prepare reconciliation of carrier commission statements. Resolve accounting discrepancies with insurance carriers and/or producers.
• Prepare monthly and annual financial statements.
• Responsible for maintaining the budget using both Excel & agency management system.
• Experience using Epic, AMS360 and Sagitta agency management system is preferred. Current HIGH DEMAND for EPIC experience.

TO BECOME A WORK-AT-HOME VINTAGE EXPERT, WE REQUIRE

• 25 years of full-time work experience
• 10 most current years of premium accounting experience

BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT

• Health insurance based on eligibility.
• 401(k) with a 4% match.
• Retire from the office but not from work.
• Eliminate the office stress and the commute.
• Choose the work you would like to do now.
• Available in either full or part-time schedules.
• Utilize your years of insurance industry knowledge.
• Be part of our dynamic yet virtual team environment and connect with other experienced insurance professionals like yourself!

WE LOOK FORWARD TO MEETING YOU!