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Insurance Agency Bookkeeper Jobs (NOW HIRING)

The Jacobson Group

Bookkeeper

New York, NY · On-site

$100K/yr

Support the accounting team with additional bookkeeping and administrative duties as required ... Experience working with insurance agencies, surety companies or financial services (preferred)

ALPINE BROKERAGE GROUP

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Accounting Bookkeeper

Jupiter, FL · On-site

Accounting Bookkeeper Job Summary: The accounting bookkeeper is responsible for maintaining ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

ALPINE BROKERAGE GROUP

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Accounting Bookkeeper

Jupiter, FL · On-site

Accounting Bookkeeper Job Summary: The accounting bookkeeper is responsible for maintaining ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

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 ...

Automation Personnel Services

Bookkeeper

Addison, TX

$25 - $32/hr

... insurance · 40 Hours Service Bonus after 1 year of continuous service and 1500 hours · 6 paid ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!

Automation Personnel Services

Bookkeeper

Addison, TX

$25 - $32/hr

... insurance · 40 Hours Service Bonus after 1 year of continuous service and 1500 hours · 6 paid ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!

Automation Personnel Services

Bookkeeper

Addison, TX · On-site

$25 - $32/hr

... insurance · 40 Hours Service Bonus after 1 year of continuous service and 1500 hours · 6 paid ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!

Automation Personnel Services

Bookkeeper

Addison, TX

$25 - $32/hr

... insurance · 40 Hours Service Bonus after 1 year of continuous service and 1500 hours · 6 paid ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!

ProSidian Consulting

Bookkeeper

Charlotte, NC · On-site

... 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 ...

Mancan

Bookkeeper

Massillon, OH · On-site

$20 - $22/hr

... insurance, career development/training, and 401(k) with company match ... Mancan Temporary Employment Staffing Agency Apply online at www.mancan.com or in person!

Mancan

Bookkeeper

Uhrichsville, OH · On-site

$20 - $22/hr

... insurance, career development/training, and 401(k) with company match ... Mancan Temporary Employment Staffing Agency Apply online at www.mancan.com or in person!

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Insurance Agency Bookkeeper information

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How much do insurance agency bookkeeper jobs pay per hour?

As of Aug 6, 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?

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
What cities are hiring for Insurance Agency Bookkeeper jobs? Cities with the most Insurance Agency Bookkeeper job openings:
What are the most commonly searched types of Insurance Agency Bookkeeper jobs? The most popular types of Insurance Agency Bookkeeper jobs are:
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Insurance Agency Bookkeeper jobs near you
Infographic showing various Insurance Agency Bookkeeper job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $50,573 per year, or $24.3 per hour.

Bookkeeper

The Jacobson Group

New York, NY • On-site

$100K/yr

Other

Posted 6 days ago

Job description

Job Description: A reputable organization in the financial services industry is seeking a highly organized and detail-oriented Bookkeeper to join their team. The company prides itself on accuracy and efficiency in managing financial transactions and maintaining precise records. The ideal candidate will be responsible for handling daily financial activities, ensuring correct payment applications, reconciling accounts, and assisting with vendor payments. This role requires a dependable professional who can thrive in a fast-paced environment while maintaining accuracy and thoroughness in all tasks.

Responsibilities:

  • Apply incoming payments to open customer invoices accurately and in a timely manner.
  • Reconcile payments due with surety companies to ensure account accuracy.
  • Review, reconcile, and process payment of outstanding surety statements.
  • Assist with processing wire transfers and check payments to support accounts payable activities.
  • Maintain accurate and detailed financial records and resolve discrepancies as they arise.
  • Communicate effectively with internal teams and external partners regarding payment status and account inquiries.
  • Support the accounting team with additional bookkeeping and administrative duties as required.
  • Oversee a staff of two assisting with billing for new business and renewals.

Requirements:

  • 3+ years of bookkeeping or accounting support experience
  • Knowledge of TAM and/or EPIC software (preferred)
  • Strong understanding of accounts receivable and accounts payable processes
  • Experience reconciling accounts and processing payments
  • High level of accuracy and attention to detail
  • Proficiency in Microsoft Excel and accounting software
  • Excellent organizational, time management and communication skills
  • Ability to manage multiple priorities while meeting deadlines
  • Experience working with insurance agencies, surety companies or financial services (preferred)
  • Associate's degree in accounting, finance or a related field (preferred)

Contact: Hannah McSherry hmcsherry@jacobsongroup.com

Salary Range: The anticipated salary for this position is $100,000.00 annually. We understand salary is an important factor in a job search and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.