Insurance Bookkeeper

Insurance Bookkeeper

Location: Jericho, NY

Salary: 75-100k + Bonus

Learn more about the general tasks related to this opportunity below, as well as required skills.

Position Overview

One 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 Responsibilities

• Maintain 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 Requirements

• Minimum 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. xhqgsiq
• Ability to work independently while collaborating effectively with the team, and senior management.