ZipRecruiter

Log In

1

Insurance Agency Bookkeeper Jobs in California (NOW HIRING)

Guardian Life Insurance - Park Avenue

Be Seen First

Operations Leader

Orange, CA · On-site

$80K - $100K/yr

Manage activities and performance of the agency bookkeeper * Drive expense management controls ... Insurance industry experience a plus Knowledge, Skills & Abilities * Professional leadership ...

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

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

Be Seen First

DEPUTY EXECUTIVE DIRECTOR

San Francisco, CA · On-site

$78K - $82K/yr

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 ...

People With Disabilities Foundation

Be Seen First

DEPUTY EXECUTIVE DIRECTOR

San Francisco, CA · On-site

$78K - $82K/yr

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 ...

Capitol Strategies Group

Be Seen First

Executive Assistant/Office Manager

Sacramento, CA · On-site

$65K - $80K/yr

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

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

W3Global Inc.

Public Accountant

Bishop, CA · Hybrid

$65K - $75K/yr

Manage full-cycle bookkeeping and accounting functions for multiple client entities using ... Prepare and file monthly or quarterly sales tax returns for state and local agencies. * Serve as ...

next page

Showing results 1-20

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.

Operations Leader

Guardian Life Insurance - Park Avenue

Orange, CA • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Agency Operations Leader 


The Fullerton Guardian Firm 


Reports to: General Agent/CDM/PD 


Purpose and Success Factors 

The Agency Operations Leader serves on the agency leadership team and is responsible for the successful operations of the organization.  The incumbent is expected to consult and coordinate with all cohorts responsible for the success of the business; including agency head(s), sales management, compliance management, financial management, sales force, administrative staff, 3rd party vendors, and various associates within key departments within the Guardian home office. 


Critical factors of success for the incumbent include: 

  • A trusted partner of the agency head(s) and leadership team 
  • Demonstrated relationship savvy and effective consensus builder 
  • Proven record of building efficient and productive administrative systems 
  • Capable people manager with focus on workforce development and productivity 
  • Understanding of financial metrics and controls 
  • Fosters collaborative relationships between individuals and functional areas within the organization 

Major Responsibilities 

Business Management 

  • Manage activities and performance of new business, policyholder service and contracting and licensing staff 
  • Assist in promotion of the business by working with partners in marketing and recruiting 
  • Work with the agency control officer to guarantee compliance with all government, industry and company regulations and procedures 
  • Develop and document all administrative processes with appropriate workflows to identify and deploy efficiencies and maximize effectiveness within the organization 
  • Encourage collaboration and mutual respect across all functional areas 
  • General office administration not otherwise identified 

Agency Financial Management 

  • Manage activities and performance of the agency bookkeeper 
  • Drive expense management controls, including vendor selection and management 
  • Actively participate in financial management and control for the agency including budgeting 
  • Conduct monthly financial review with agency head(s) and bookkeeper 
  • Apply due diligence in all areas of financial management and make recommendations to agency head as appropriate 

Personnel Development 

  • Interview, and make hire recommendations for administrative staff and fulfill all activities for successful onboarding 
  • Ensure compliance with all applicable state employment laws; engage counsel as needed 
  • Develop and maintain published employment practice guideline for the agency 
  • Develop and maintain an ongoing performance management program 
  • Develop and maintain appropriate checklists for staff and producer off-boarding 

Safety and Security 

  • Ensure business continuity plans for all agency locations are up-to-date and periodically tested 
  • Ensure the workplace is a clean and safe environment for employees and clients 
  • Maintain and protect all physical company assets 

The above includes most significant duties performed.  However, other occasional work assignments not mentioned are assumed to be included.  Management may in its sole discretion assign and/or reassign duties and responsibilities at any time. 

Education/Experience  

  • College or business school degree preferred 
  • Prior supervisory/operations management in a small business environment preferred 
  • Insurance industry experience a plus 

Knowledge, Skills & Abilities  

  • Professional leadership presence 
  • Ability to multi-task and keep good time management in a fast-paced agency environment 
  • Tact, good judgment, and the ability to communicate effectively both verbally and in writing. 
  • Must be able to take initiative and champion ideas and innovations 
  • Must be able to keep sensitive information confidential 
  • General computer skills – Microsoft Business Suite 
  • Must be detail oriented and well organized 

Competencies 

  • Analytical thinking  
  • Focusing on detail  
  • Self-assurance  
  • Collaborates with others  
  • Demonstrates business knowledge  
  • Demonstrates initiative  
  • Coaching and developing others 
  • Managing others