We are a rapidly expanding New York-based insurance agency that connects businesses with the coverage they need. A key part of our success is ensuring premium payments are received, recorded, and distributed correctly —and that’s where you come in.

The Role

Are you detail-oriented, fast-moving, and great at solving financial discrepancies ? Do you have bookkeeping experience in a high-volume transaction environment and thrive in a role where accuracy is everything ? If so, we want you on our team!

What You’ll Be Doing

As our Remote Insurance Bookkeeper , your role is to manage, track, and reconcile financial transactions with speed and accuracy.

Premium Payment & Reconciliation

• Ensure client payments are received, processed, and correctly applied to policies.

• Reconcile accounts daily, tracking multiple transactions and resolving discrepancies immediately.

• Sort and analyze incoming financial data, identifying what needs to be recorded.
  
  

Problem-Solving & Communication

• Work closely with internal teams and carriers to clarify and resolve payment-related issues.

• Identify inconsistencies, ensuring all financial records are clean and error-free.

• Think critically—not every transaction is straightforward, and you’ll need to sort through the details to ensure accuracy.
  
  

Technology & Organization

• Utilize Excel and financial software to efficiently track and organize transactions.

• Work within agency management software to maintain accurate financial records.

• Adapt quickly to new tools and systems, ensuring seamless financial operations.
  
  

Ideal Profile

What You Bring To The Table

• Bookkeeping experience in an insurance agency or high-volume financial environment is preferred.

• Extreme attention to detail—you’ll be managing large amounts of financial data daily.

• Strong problem-solving skills—you can identify and resolve discrepancies with ease.

• Fast and efficient—you can keep up with a high transaction workload.

• Tech-savvy—experience in financial software and Excel proficiency is a plus.

• Experience with agency management software (or the ability to learn quickly).
  
  

If you’re sharp, detail-oriented, and ready to take charge of our financial transactions , we want to hear from you.

Apply Here: https://wkf.ms/43m9oFm

What's on Offer?

• Work From Home – Enjoy the flexibility of a remote role while making a real impact.

• Fast-Paced & High-Growth Environment – Be part of an expanding team with room for growth.

• Key Financial Role – Your accuracy and efficiency directly impact our success.