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Insurance Agency Bookkeeper Jobs (NOW HIRING)

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 ...

Custom Control Sensors

Executive Bookkeeper

Phoenix, AZ · On-site

$70K - $85K/yr

Executive Bookkeeper Company: Custom Control Sensors, LLC Location: Phoenix, AZ - Onsite Employee ... Handle all legal, insurance, and government agency filings, including but not limited to tax ...

Custom Control Sensors

Executive Bookkeeper

Phoenix, AZ · On-site

$70K - $85K/yr

Executive Bookkeeper Company: Custom Control Sensors, LLC Location: Phoenix, AZ - Onsite Employee ... Handle all legal, insurance, and government agency filings, including but not limited to tax ...

LTE Care Plus Inc.

Bookkeeper

Melville, NY · On-site

Respond to financial claims, notices, and maintain compliance with all agency policies * Assist in ... Opportunity to grow with a mission-driven nonprofit organization Benefits: 401(k) Health insurance ...

John D. Dickson CPA PC

Be Seen First

Bookkeeper Receptionist

Utica, MI · On-site

$40K - $50K/yr

... insurance audits and processing. Daily involvement with clients and tax agencies for online filings, payments, client bookkeeping and payroll accuracy and delivering payroll to clients. Bookkeeping ...

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How much do insurance agency bookkeeper jobs pay per hour?

As of Jun 8, 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.

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Insurance Agency Bookkeeper jobs near you
Jr Accounting Bookkeeper

Jr Accounting Bookkeeper

VRX, Inc.

Plano, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Job description

Established in 2006 by longtime construction engineer Noelle Ibrahim, PE, VRX is a woman-owned professional services firm certified as a WBE and HUB. We provide turnkey services to the public and private sectors. Our specialties include client-focused program and asset management; construction management and inspection; civil engineering; bridge and structural design; utility engineering; and comprehensive environmental services. VRX is more than 200 people strong in offices across Texas, in Oklahoma and New York. Learn more at VRXglobal.com
Position - Jr Accounting Bookkeeper:
Job Description:
The bookkeeper position creates financial transactions and generates reports from that information. The creation of financial transactions includes posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices. The bookkeeper also reconciles accounts to ensure their accuracy.
Bookkeeper Essential Functions:
  • Perform general bookkeeping duties; posting in accounting system, reconcile accounts, receives, approves, and, when necessary, investigates accounts payable and receivable transactions.
  • Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.
  • Defines bookkeeping policies and procedures.
  • Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
  • Effectively communicates (both in verbal and written form) with internal and external customers, suppliers, vendors and banking contacts.
  • Keeps track of assets.
  • Handles mail.
  • Prepares appropriate schedules and reports as requested by leadership or accountant.
  • Deposits accounts receivables into bank accounts.
  • Handles payroll.
  • Receives, reviews, and posts statements.
  • Assists accountants with tax return preparation.
  • Generates 1099's and W-2's
  • Respond to internal and external e-mails/phone calls within 24 hours.
  • Performs other duties as assigned.
Education, Experience, and Skills Required:
  • Bachelor's degree in accounting, preferred
  • GAAP
  • Minimum of five years responsible accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
  • Advanced knowledge of Ajera
  • Ability to perform several tasks concurrently with ease and professionalism
  • Ability to operate calculator, computer, and other general office equipment
  • Knowledge of computerized accounting, but must be able to do a manual set of books
  • Proficient in Microsoft Office Suite
  • Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns.
  • Strong organization & multi-tasking skills
  • Strong problem-solving skills
  • Exceptional attention to detail
  • Must be able to maintain confidentiality at all times
  • Must have excellent interpersonal skills and customer service skills
VRX, Inc offer a comprehensive benefit package including Health, Dental, Vision and Life 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 from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VRX, Inc. will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VRX, Inc. explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VRX, Inc.
VRX, Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law."

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