Insurance Agency Bookkeeper - REMOTE

Work At Home Vintage Experts; Southport (IN); Remote; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company that values your extensive insurance experience while allowing you to work from home. This dynamic role offers a unique opportunity to maintain work-life balance, customize your schedule, and utilize your skills in a supportive virtual team environment. With a focus on providing exceptional customer service, you will play a crucial role in an innovative platform that helps insurance professionals transition into retirement without leaving the workforce. Embrace the chance to make a difference in a friendly and professional setting, all while enjoying the benefits of remote work.

Benefits

Health Insurance

401(k) with 4% match

Flexible Schedule

Work from Home

No Commute

Qualifications

• 25 years of full-time work experience required.
• 10 years of premium accounting experience required.

Responsibilities

• Manage General Ledger including Accounts Payable and Receivable.
• Prepare monthly financial statements and commission reports.

Skills

Insurance Experience

Accounting

General Ledger Management

Excel

Epic

AMS360

Sagitta

Job description

Put your Insurance Experience to work – FROM HOME!

AtWAHVE, we value significant insurance experience and want to revolutionize the way people think aboutphasing intoretirementby 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 withrealwork/life balance and allows you to customize your own work schedule while continuing to utilize your insurance expertise ina 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 ourretail broker or wholesale broker orMGAclients inInsurance Agency Bookkeepingpositions.Responsibilities 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 yearsof 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.
• Customize your schedule –full or part time.
• Utilize your years of insurance industry knowledge.
• Be part of ourdynamic yet virtualteam environment and connect with other experienced insurance professionals like yourself!

HOW TO GET STARTED

ClickAPPLY NOWto complete our simple preliminary profile. Be sure to include your preferred contact information as one of our Qualification Specialists will connect with you promptly.

WE LOOK FORWARD TO MEETING YOU!

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