Insurance Agency Bookkeeper - REMOTE

BMO Harris Bank; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

BMO Harris Bank is seeking an experienced Insurance Agency Bookkeeper to work remotely. The role involves managing financial tasks such as accounts payable, receivable, and preparing financial statements. Ideal candidates will have over 25 years of experience, including significant accounting expertise.

Benefits

Health insurance based on eligibility

401(k) with a 4% match

Flexible work schedule

No commuting stress

Qualifications

• 25 years of full-time work experience required.
• Last 10 years must be in premium accounting.
• Experience with agency management systems preferred.

Responsibilities

• Responsible for General Ledger tasks including Accounts Payable and Receivable.
• Prepare monthly management reports and reconciliation statements.
• Manage budgets using Excel and systems.

Skills

Accounting

Organization

Attention to Detail

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 customize your own 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.
• Customize your schedule – full or part time.
• 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!

HOW TO GET STARTED

Click APPLY NOW to 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!