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Insurance Agency Bookkeeper Jobs in California (NOW HIRING)

iStaff Pros

Insurance Sales Agent

Woodland Hills, CA

$22 - $24/hr

We want an ambitious self-starter to join our family-owned agency today. No matter your sales ... Develop ongoing networking relationships with Real Estate Agents, Property Managers, Bookkeepers ...

Cathay Bank

Escrow Insurance Specialist

Rosemead, CA · On-site

$23.07 - $28.85/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Resolves gaps by contacting carriers and agencies to gather policy information and other missing ... Education or experience should include courses in accounting and/or bookkeeping. Experience:

People With Disabilities Foundation

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DEPUTY EXECUTIVE DIRECTOR

San Francisco, CA · On-site

$78K - $82K/yr

  • Medical

  • Dental

  • PTO

Benefits include medical and dental insurance, vacation, and Commuter Checks according to agency ... Coordinate with bookkeeper and resolve problems related to payroll, bookkeeping, and tax return ...

New

People With Disabilities Foundation

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DEPUTY EXECUTIVE DIRECTOR

San Francisco, CA · On-site

$78K - $82K/yr

  • Medical

  • Dental

  • PTO

Benefits include medical and dental insurance, vacation, and Commuter Checks according to agency ... Coordinate with bookkeeper and resolve problems related to payroll, bookkeeping, and tax return ...

New

Sunrise Systems Inc

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Accounting Clerk 3_ 26-04087

Torrance, CA · On-site

$25 - $30/hr

... bookkeeping procedures 2. Hands-on experience with MS Excel and accounting software 3. Good math ... Process insurance claims * Participate in quarterly and annual audits Requirements * Work ...

New

COMMUNITY BRIDGES

ACCOUNTING ASSISTANT

Watsonville, CA

$29.68 - $31.44/hr

Communicates tactfully and respectfully with staff, vendors, funding agencies, insurance companies ... Of computerized bookkeeping, journal entry and reconciliation, and related accounting office ...

Community Bridges

STAFF ACCOUNTANT (Payroll)

Watsonville, CA · On-site

$34.83 - $36.93/hr

  • Retirement

Performs associated bookkeeping, journal entry, report preparation, and computer processing duties ... agency staff and with representatives of funding organizations, banks, insurance companies and ...

Community Bridges

ACCOUNTING ASSISTANT

Watsonville, CA · On-site

$29.68 - $31.44/hr

Communicates tactfully and respectfully with staff, vendors, funding agencies, insurance companies ... Of computerized bookkeeping, journal entry and reconciliation, and related accounting office ...

Capitol Strategies Group

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Executive Assistant/Office Manager

Sacramento, CA · On-site

$65K - $80K/yr

  • Medical

  • PTO

The ideal candidate combines strong administrative, communication, and bookkeeping skills and ... Prepare detailed reports, including FPPC compliance reports, 401k management, and insurance audits

MOET Law Group

Lien Negotiator

Irvine, CA · On-site

$20 - $25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Health insurance * Opportunity for advancement * Paid time off * Training & development * Vision ... Previous experience in lien negotiations OR accounting/bookkeeping (required) * Experience working ...

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All JobsInsurance Agency Bookkeeper JobsInsurance Agency Bookkeeper Jobs in California

Insurance Agency Bookkeeper information

What is an insurance agency bookkeeper?

An Insurance Agency Bookkeeper is responsible for managing financial records, processing transactions, and maintaining accurate accounting for an insurance agency. Their duties typically include reconciling bank statements, tracking commissions, handling accounts payable and receivable, and ensuring compliance with financial regulations. They often work with accounting software to generate reports that help agency owners make informed financial decisions. Strong attention to detail, knowledge of insurance industry accounting practices, and proficiency in bookkeeping software are essential for this role.

What are the typical daily tasks of an insurance agency bookkeeper?

As an Insurance Agency Bookkeeper, your daily tasks usually involve managing accounts payable and receivable, reconciling bank statements, processing invoices and commission statements, and maintaining accurate ledgers for the agency. You may also be responsible for preparing monthly financial reports, assisting with payroll, and ensuring compliance with regulatory requirements. Collaboration with agents, office staff, and external accountants is common, especially during audits or when clarifying financial records. This role often requires staying organized, meeting deadlines, and adapting to changing priorities, making it ideal for those who enjoy a structured environment with variety in their day-to-day work.

What are the key skills and qualifications needed to thrive in the insurance agency bookkeeper position, and why are they important?

To excel as an Insurance Agency Bookkeeper, you need strong accounting knowledge, attention to detail, and familiarity with general bookkeeping practices, often backed by an associate degree in accounting or a related field. Experience with accounting software such as QuickBooks, Microsoft Excel, and agency management systems is typically required, and certification like the Certified Bookkeeper (CB) credential can be advantageous. Exceptional organizational skills, discretion, and the ability to communicate clearly with both colleagues and clients help bookkeepers stand out in this role. These skills are crucial for ensuring accurate financial records, maintaining compliance, and supporting the efficient operation of the insurance agency.

What are the most commonly searched types of Insurance Agency Bookkeeper jobs in California?

The most popular types of Insurance Agency Bookkeeper jobs in California are:

What are popular job titles related to Insurance Agency Bookkeeper jobs in California?

For Insurance Agency Bookkeeper jobs in California, the most frequently searched job titles are:

What job categories do people searching Insurance Agency Bookkeeper jobs in California look for?

The top searched job categories for Insurance Agency Bookkeeper jobs in California are:

Insurance Agency Bookkeeper jobs near you
Infographic showing various Insurance Agency Bookkeeper job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office

San Jose, CA • On-site

$118K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients.

Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Compensation:

$118,500+ annually at plan commission


Responsibilities:
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications:
  • High school diploma required; bachelor’s degree a plus
  • Candidates must have or be willing to get an insurance license
  • Experience using accounting or sales-related software is beneficial
  • Basic computer skills including proficiency with Microsoft Office suite is required
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
  • A candidate is required to hold either a US passport, a green card, or a regular, renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
  • Bilingual in English and other languages is preferred

About Company

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110