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Insurance Agency Bookkeeper Jobs (NOW HIRING)

State Farm Agency

Bookkeeper

Emory, TX · On-site

... insurance and financial services agency. This role plays a key part in maintaining accurate payroll, commission, PTO, and employee benefit records while helping ensure smooth day-to-day ...

ProSidian Consulting

Bookkeeper

Charlotte, NC

... and Government Agencies of all sizes. Our Services are deployed across the enterprise, target ... disability insurance, and workers' compensation filings, making them indispensable to an ...

Lia Auto Group

Lia Auto Group - Bookkeeper

Albany, NY

$28 - $32/hr

Lia Auto Group is seeking a Bookkeeper(s) to join our team. COMPENSATION RANGE: $28-$32/hour based ... The Lia Group Companies has since grown to include Vent Fitness, Lia Insurance Agency, BurgerFi ...

The Lia Group

Lia Auto Group - Bookkeeper

Albany, NY · On-site

$28 - $32/hr

Lia Auto Group is seeking a Bookkeeper(s) to join our team. COMPENSATION RANGE: $28-$32/hour based ... The Lia Group Companies has since grown to include Vent Fitness, Lia Insurance Agency, BurgerFi ...

The Lia Group

Lia Auto Group - Bookkeeper

Albany, NY · On-site

$28 - $32/hr

Lia Auto Group is seeking a Bookkeeper(s) to join our team. COMPENSATION RANGE: $28-$32/hour based ... The Lia Group Companies has since grown to include Vent Fitness, Lia Insurance Agency, BurgerFi ...

RBR Alliance, Inc.

BOOKKEEPER

Georgetown, IN

$16.50 - $17.50/hr

... agency, state, and federal requirements. This role requires strong attention to detail ... Valid driver's license and proof of vehicle liability insurance. Physical & Work Requirements:

RBR Alliance, Inc.

BOOKKEEPER

Georgetown, IN · On-site

$16.50 - $17.50/hr

... agency, state, and federal requirements. This role requires strong attention to detail ... Valid driver's license and proof of vehicle liability insurance. Physical & Work Requirements:

Violence Intervention Program

Bookkeeper

Manhattan, NY · Hybrid

$30.22/hr

Must ensure agency, program and client confidentiality at all times. Compensation & Benefits ... VIP covers 90% of medical insurance premium costs for employees and their families. * Flexible ...

VRX, Inc.

Jr Accounting Bookkeeper

Plano, TX · On-site

... insurance, as well as a Health Saving Account option and a 401k plan with company matching ... NOTICE TO THIRD PARTY AGENCIES: Please note that VRX, Inc . does not accept unsolicited resumes ...

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Insurance Agency Bookkeeper information

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$12

$24

$35

How much do insurance agency bookkeeper jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for insurance agency bookkeeper in the United States is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $27.64 per hour, depending on experience, location, and employer.

What is an Insurance Agency Bookkeeper job?

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.

More about Insurance Agency Bookkeeper jobs
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Insurance Agency Bookkeeper jobs near you
Infographic showing various Insurance Agency Bookkeeper job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 11% Part Time, and 16% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $50,573 per year, or $24.3 per hour.
Part Time Bookkeeper/Accountant

Part Time Bookkeeper/Accountant

Klain and Associates

Chicago, IL • Hybrid

$35 - $45/hr

Part-time, Contractor

Posted 29 days ago

Job description

Part-Time Bookkeeper / Accountant (Full-Charge)

Location: Chicago, IL — In office only Schedule: 2-3 full days per week (8 hours per day), with flexible scheduling Compensation: $35–$45 per hour, based on experience Classification: Open to either W-2 employee or 1099 independent contractor

Position Summary

We are seeking a detail-oriented, dependable, and discreet Part-Time Full-Charge Bookkeeper/Accountant to manage the day-to-day financial operations of three commonly-owned small businesses operating in highly regulated, confidentiality-sensitive fields:

  • A Social Security disability business (handles claimant PII and works to Social Security Administration standards)

  • A Medicare insurance agency

  • A law practice (maintains attorney client trust / IOLTA accounts)

This is an in-office role, approximately one to two full days per week. The work is performed primarily in QuickBooks Online, and the right candidate will work independently to keep the books accurate, current, and audit-ready, and will prepare financials for handoff to our outside accounting firm. Payroll, sales/use tax, and tax preparation are handled externally and are not part of this position.

The ideal candidate has full-charge bookkeeping experience, has worked with attorney trust/IOLTA accounts (including three-way reconciliation), understands the discretion required when handling sensitive personal and government-regulated information, and can be trusted to work independently with minimal supervision.

Responsibilities

  • Maintain accurate, current financial records for three small companies in QuickBooks Online

  • Record and categorize income and expenses across all three entities

  • Reconcile bank and credit card accounts monthly

  • Perform three-way reconciliation of attorney trust (IOLTA) accounts, maintain per-client ledgers, and keep documentation audit-ready

  • Process accounts payable and accounts receivable as needed

  • Maintain vendor records and payment schedules

  • Track activity involving related/commonly-owned entities accurately

  • Prepare month-end and year-end financial statements, including profit & loss statements and balance sheets

  • Compile and organize year-end financials and supporting documentation for our outside accounting firm

  • Coordinate directly with the outside accounting firm on tax-related requests

  • Ensure the accuracy, completeness, and integrity of all financial records

  • Maintain strict confidentiality of all financial, client, and business information

Required Qualifications

  • Associate's degree in Accounting, Finance, or a related field

  • Minimum 2 years of full-charge bookkeeping/accounting experience

  • Strong proficiency with QuickBooks Online

  • Demonstrated experience with attorney trust / IOLTA account management, including three-way reconciliation and client trust ledgers

  • Experience working in confidentiality-sensitive and/or government-regulated environments (e.g., handling PII, SSA, or healthcare/Medicare-related records)

  • Solid experience with bank reconciliations and general ledger accounting

  • Working knowledge of accounts payable and accounts receivable processes

  • Proficiency with Microsoft Office and Google Workspace

  • Comfort using online banking portals

  • Excellent attention to detail and organizational skills

  • Ability to work independently with minimal supervision

  • Strong communication and problem-solving skills

  • Ability to pass a background check (this role has full access to financial records and sensitive information)

Preferred Qualifications

  • Experience supporting multiple commonly-owned small businesses

  • Experience preparing year-end documentation and working directly with outside accountants or CPAs

  • Familiarity with the recordkeeping and confidentiality standards of legal, insurance, or Social Security practices

Reporting & Working Relationships

  • Reports directly to the owner

  • Works alongside our outside accounting firm, which handles tax preparation and filing

Physical Requirements

  • Ability to work at a computer for extended periods

  • Ability to maintain regular attendance on the scheduled in-office workday(s)