Insurance Bookkeeper

Pathfinder Insurance; San Antonio (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive compensation

Supportive environment

Growth opportunities

Job summary

Pathfinder Insurance Group in Texas is 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!

You will reconcile client invoices, prepare financial reports, and maintain premiums and policy transactions. The role requires Excel proficiency, familiarity with EPIC, and a disciplined approach to confidential data.

Qualifications

• Experience as a bookkeeper in insurance/financial services.
• Proficiency with Excel; EPIC experience is a plus.
• Strong accounting knowledge for insurance-specific processes.
• Excellent organization and attention to detail.
• Ability to handle confidential information discreetly.
• Good communication with team and stakeholders.
• Bookkeeping or accounting certification is a plus.

Responsibilities

• Reconcile client invoices and payments.
• Prepare financial reports and assist with closings.
• Maintain accurate premiums and policy-related transactions.
• Collaborate with the insurance team to ensure data accuracy.
• Assist with audits and compliance for the insurance industry.
• Use accounting software to manage bookkeeping tasks.

Skills

Bookkeeping experience

Excel

EPIC experience

Attention to detail

Discretion with confidential info

Communication skills

Organizational skills

Education

Certification in bookkeeping or accounting

Tools

EPIC

Job description

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:

• 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.

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.