Insurance Agency Bookkeeper - REMOTE jobs in United States
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WAHVE LLC · 2 days ago

Insurance Agency Bookkeeper - REMOTE

WAHVE LLC is a company that values significant insurance experience and offers the opportunity to work from home while maintaining a work/life balance. They are seeking an Insurance Agency Bookkeeper to manage the General Ledger, prepare financial statements, and resolve accounting discrepancies, all while supporting their retail and wholesale broker clients.

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Growth Opportunities

Responsibilities

Responsible for the General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable
Prepare monthly management and producer commission payable reports
Prepare reconciliation of carrier commission statements. Resolve accounting discrepancies with insurance carriers and/or producers
Prepare monthly and annual financial statements
Responsible for maintaining the budget using both Excel & agency management system

Qualification

Insurance ExperienceGeneral Ledger ManagementAccounts PayableAccounts ReceivableCommission PayableFinancial Statements PreparationExcelEpicAMS360SagittaBudget ManagementSoft Skills

Required

25 years of full-time work experience
10 most current years of premium accounting experience

Preferred

Experience using Epic, AMS360 and Sagitta agency management system

Benefits

Health insurance based on eligibility.
401(k) with a 4% match.

Company

WAHVE LLC

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Revolutionizing How Insurance Firms Hire Experienced Talent Founded with a bold vision, WAHVE was created to address two critical challenges facing the insurance industry: the mass retirement of baby boomers and the growing need for experienced, knowledgeable talent.

Funding

Current Stage
Growth Stage

Leadership Team

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John Burke
Chief Revenue Officer (CRO)
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Rick Morgan
Chief Marketing Officer
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Company data provided by crunchbase