Insurance Agency Bookkeeper

Job Description

Insurance Agency Bookkeeper – REMOTE | WAHVE LLC

The Tone:
This is a flexible role, available in full or part-time capacities, for WAHVE LLC, offered remotely within the United States. WAHVE specializes in connecting experienced insurance professionals, particularly those phasing into retirement, with long-term, remote positions that leverage their industry expertise. This role is crucial for providing essential accounting services to WAHVE’s diverse insurance agency clients, enabling professionals to continue their careers with work/life balance and contribute valuable knowledge.

The TL;DR
• Role: Flexible (Full-time or Part-time)
• Type: Full-time, Part-time
• Location: Remote, United States

• Team: Supports WAHVE’s retail broker, wholesale broker, or MGA clients.
• Mission: To accurately manage the General Ledger, accounts payable, accounts receivable, and commission payable for insurance agency clients.
• Tech Stack: Epic, AMS360, Sagitta, Excel

What You’ll Actually Do
• Manage: The General Ledger, including Accounts Payable, Accounts Receivable, and Commission Payable for client agencies.
• Prepare: Monthly management and producer commission payable reports for various stakeholders.
• Reconcile: Carrier commission statements and proactively resolve any accounting discrepancies found with insurance carriers and/or producers.
• Generate: Monthly and annual financial statements to provide accurate financial insights.
• Maintain: The budget effectively, utilizing both Excel spreadsheets and agency management systems.

The Must-Haves
• Background: Extensive premium accounting experience within the insurance industry.
• Experience: 25 years of full-time work experience, with a minimum of 10 most current years specifically in premium accounting.
• Skills: General Ledger management, Accounts Payable, Accounts Receivable, Commission Payable, financial statement preparation, budget maintenance, reconciliation of carrier statements, discrepancy resolution, and proficiency in Excel.
• Bonus: Experience using Epic, AMS360, and Sagitta agency management systems is preferred, with a current high demand for Epic experience.