Job Description

Job Description

Job Description

Full-Time Bookkeeper & Office Administrator – Insurance Agency

We are a busy, professional insurance agency seeking a reliable, organized, and detail-oriented Bookkeeper & Office Administrator to work directly with the owner of the agency and join our team.

This is an important position within our agency. The ideal candidate will have strong QuickBooks Online and bookkeeping experience, excellent computer and spreadsheet skills, and the ability to communicate professionally and effectively with customers, insurance companies, vendors, and coworkers.

Key Responsibilities

• Handle the agency’s day-to-day bookkeeping and financial recordkeeping
• Manage bookkeeping functions in QuickBooks Online
• Reconcile accounts and maintain accurate financial records
• Process and track accounts payable and accounts receivable
• Enter and organize financial transactions, payments, invoices, and receipts
• Prepare and maintain spreadsheets and reports using Microsoft Excel
• Maintain organized electronic and financial records
• Communicate with customers by phone and email
• Provide professional and friendly customer service
• Assist customers with questions and general account needs
• Communicate with insurance companies and vendors as needed
• Assist with general administrative and office responsibilities
• Maintain confidentiality of financial and customer information
• Help keep the office organized and running efficiently
• Perform other related duties as needed

Qualifications & Skills

Required:

• Previous bookkeeping experience
• Strong working knowledge of QuickBooks Online
• Strong computer skills
• Proficiency with Microsoft Excel and spreadsheets
• Excellent verbal and written communication skills
• Strong attention to detail and accuracy
• Excellent organizational and time-management skills
• Ability to multitask and prioritize responsibilities
• Professional, dependable, and trustworthy
• Ability to work independently and as part of a team

Preferred:

• Experience working directly with customers

What We’re Looking For

We are looking for someone who takes pride in their work and can take ownership of the bookkeeping responsibilities while also being an integral part of our office team.

The right candidate will be comfortable working with numbers and financial information but will also enjoy interacting with people. Strong communication skills, professionalism, reliability, and a positive attitude are extremely important.

This is a full-time position with an opportunity to become a valuable, long-term member of our agency.

To Apply

Please submit your resume along with a brief description of your bookkeeping experience, QuickBooks Online experience, and relevant office or customer service experience.

 

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