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 serving Florida since 1974. They are seeking a highly organized and solutions-focused professional to manage day-to-day bookkeeping tasks and resolve financial discrepancies across multiple systems.

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 experienceProblem-solving skillsDigital environmentOrganizational skillsAttention to detailIndependent work

Required

Proven bookkeeping experience with proficiency in QuickBooks
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
Insurance industry or Applied Epic experience

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