Insurance Bookkeeper

Insurance BookkeeperLocation: Jericho, NYSalary: 75-100k + Bonus

Learn more about the general tasks related to this opportunity below, as well as required skills.
Position OverviewOne of our most prestigious Insurance clients is seeking a detail-oriented Insurance Bookkeeper to join our insurance agency located in Jericho Long Island, NY. The ideal candidate will have a minimum of four years of bookkeeping or accounting experience, preferably within an insurance agency, and hands-on experience using AMS360.The successful candidate will be responsible for maintaining accurate financial records, processing daily transactions, reconciling accounts, and supporting the agency’s overall bookkeeping/accounting operations. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key ResponsibilitiesMaintain accurate financial records, general ledger entries, and accounting documentation.Process accounts payable and accounts receivable, including vendor invoices and client payments.Reconcile bank accounts, credit card statements, and general ledger accounts on a regular basis.Record and reconcile insurance agency transactions, including commission income, agency billings, and carrier payables and receivables.Utilize AMS360 to maintain financial data, process transactions, and generate accounting reports.Responsible for ADP Payroll processing.Assist with monthly, quarterly, and year-end closing procedures.Monitor outstanding balances, investigate discrepancies, and follow up on unresolved items.Prepare financial reports and summaries for management review.Maintain organized records and ensure financial documentation is accurate and up to date.Work closely with agency management and internal teams to ensure accurate and timely financial reporting.Maintain confidentiality and adhere to established accounting procedures and internal controls.
Qualifications and RequirementsMinimum of 4+ years of bookkeeping or accounting experience.Hands-on AMS360 experience is required.Previous experience working in an insurance agency is strongly preferred.Knowledge of insurance agency bookkeeping/accounting, including commissions, carrier reconciliations, and agency billing, is a plus.Proficiency in Microsoft Excel and other standard accounting or office applications.Strong understanding of bookkeeping principles, account reconciliations, and financial recordkeeping.Exceptional attention to detail, accuracy, and organizational skills.Ability to identify discrepancies, resolve accounting issues, and meet deadlines.Strong written and verbal communication skills. xzbcwsv Ability to work independently while collaborating effectively with the team, and senior management.