Oawins Group · 15 hours ago
Bookkeeper/Accountant
NYC Metro Area
Full-time
Onsite
Mid Level
$60K/yr - $100K/yr
3+ years expOawins Group is an insurance agency seeking a detail-oriented and reliable Bookkeeper to support their financial operations. This role involves maintaining accurate financial records, processing insurance-related transactions, and supporting day-to-day accounting functions.
Insurance
Responsibilities
Record and maintain daily financial transactions, including premium receipts, commission income, and operating expenses
Reconcile bank accounts, trust/premium accounts, and credit card statements
Process accounts payable and accounts receivable
Prepare and issue invoices to clients and carriers as needed
Track commissions, fees, and carrier payments
Assist with month-end and year-end closings
Maintain accurate general ledger entries
Prepare financial reports for management (e.g., profit & loss statements, balance sheets)
Support audits, carrier reconciliations, and compliance requirements
Coordinate with external accountants, payroll providers, and tax professionals
Ensure proper documentation and record retention in accordance with insurance regulations
Qualification
Required
3+ years of bookkeeping or accounting experience (insurance or financial services preferred)
Proficiency with accounting software (e.g., QuickBooks, Applied, Epic, or similar agency management systems)
Strong understanding of accounts payable, accounts receivable, and reconciliations
High attention to detail and accuracy
Ability to handle confidential financial information
Strong organizational and time management skills
Proficiency in Microsoft Excel
Preferred
Experience working in an insurance agency or brokerage
Familiarity with premium trust accounts and commission tracking
Degree in Accounting, Finance, or related field (or equivalent experience)
Benefits
401K
Medical
Dental
Vision
Life
Company
Oawins Group
Oawins Group provides global insurance, risk management, employee benefits, and HR solutions, helping individuals and businesses protect assets and manage risk through innovative, partnership-driven strategies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase