Part-Time Bookkeeper / Financial Assistant jobs in United States
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Brown Insurance Services Inc. · 4 months ago

Part-Time Bookkeeper / Financial Assistant

Brown Insurance Services Inc. is a family-owned, independent agency that has been serving Florida since 1974. They are seeking a Part-Time Bookkeeper / Financial Assistant who will manage day-to-day bookkeeping tasks, resolve financial discrepancies, and provide accurate reports for their CPA.

Financial ServicesInsuranceRisk Management

Responsibilities

Manage day-to-day bookkeeping using QuickBooks
Track, process, and reconcile client payments across carriers, finance companies, and our agency management system (EPIC)
Submit payroll and ensure commission payouts are properly allocated to producers and staff
Work with management and remote bookkeeping support to align financial records
Provide accurate reports for our CPA, converting data outputs into QuickBooks
Research and resolve financial discrepancies independently, presenting solutions rather than problems
Handle incoming checks, invoices, and other financial documents that require in-office attention

Qualification

QuickBooksPayroll reconciliationInsurance industry experienceResearch skillsProblem-solvingOrganizational skillsAttention to detailIndependent work

Required

Proven bookkeeping experience with proficiency in QuickBooks (required)
Strong problem-solving skills with a “find the answer” mindset
Exceptional organizational skills and attention to detail
Ability to work independently, research issues, and present solutions
Comfortable working in a digital, paperless environment

Preferred

Payroll and commission reconciliation experience strongly preferred
Insurance industry or Applied Epic experience a plus (ideal candidate)

Company

Brown Insurance Services Inc.

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Since 1975, Brown Insurance Services has delivered quality insurance solutions.

Funding

Current Stage
Early Stage
Company data provided by crunchbase