Accounting - Insurance Agency - Applied Epic - AMS360
This is a bookkeeping position in the leading firm specializing in outsourced accounting for Insurance Agencies. The candidate must be detail oriented, enjoy performing data entry tasks accurately and adhering to deadlines; and have experience working in an insurance agency. Experience with AMS360 or Applied EPIC is required (software for independent insurance agencies, not the software for medical practices.)
Essential Job Functions:
1. Accounts Payable - Pays invoices for operating expenses, reconciles & records credit card transactions timely
2. Insurance Company Payables – Reconciles & pays invoices/statements for agency bill insurance transactions timely
3. Accounts Receivable - Records deposits of commission and customer payments timely
4. Payroll – Records journal entries timely
5. Assists clients with any accounting related questions, responding within 24 hours
6. Reviews and reconciles general ledger balances to subsidiary ledger detail on a daily, weekly or monthly basis as applicable
7. Prepares draft financial statements monthly for Accountant review and responds to review questions within 24 hours
8. Invoices direct bill commission in a backup capacity to the direct bill specialist
Summary
As a Bookkeeper to IAAB clients, you will be integral to maintaining accurate financial records and ensuring compliance with standards. Reporting to a Manager, your core responsibilities will include accounts payable and receivable, general ledger reconciliation, journal entries, and month end. Your proficiency in accounting software, particularly Applied Epic and AMS360, will enhance our financial reporting processes. Join us to contribute to our collective financial success and stability.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance
Schedule:
• Monday to Friday
Application Question(s):
• Is your office in the United States?
• Are you able to work 8:00am - 4:00pm Pacific Time?
• Are you proficient in the accounting software Applied Epic or Vertafore's AMS360? This is accounting software for insurance agencies, not medical offices.
Experience:
• • Accounting for an Insurance Agency: 1 year (Required)
Work Location: Remote
Apply Now
Apply Now
Essential Job Functions:
1. Accounts Payable - Pays invoices for operating expenses, reconciles & records credit card transactions timely
2. Insurance Company Payables – Reconciles & pays invoices/statements for agency bill insurance transactions timely
3. Accounts Receivable - Records deposits of commission and customer payments timely
4. Payroll – Records journal entries timely
5. Assists clients with any accounting related questions, responding within 24 hours
6. Reviews and reconciles general ledger balances to subsidiary ledger detail on a daily, weekly or monthly basis as applicable
7. Prepares draft financial statements monthly for Accountant review and responds to review questions within 24 hours
8. Invoices direct bill commission in a backup capacity to the direct bill specialist
Summary
As a Bookkeeper to IAAB clients, you will be integral to maintaining accurate financial records and ensuring compliance with standards. Reporting to a Manager, your core responsibilities will include accounts payable and receivable, general ledger reconciliation, journal entries, and month end. Your proficiency in accounting software, particularly Applied Epic and AMS360, will enhance our financial reporting processes. Join us to contribute to our collective financial success and stability.
Job Type: Full-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance
Schedule:
• Monday to Friday
Application Question(s):
• Is your office in the United States?
• Are you able to work 8:00am - 4:00pm Pacific Time?
• Are you proficient in the accounting software Applied Epic or Vertafore's AMS360? This is accounting software for insurance agencies, not medical offices.
Experience:
• • Accounting for an Insurance Agency: 1 year (Required)
Work Location: Remote
Apply Now
Apply Now