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Insurance Bookkeeper Jobs in California (NOW HIRING)

Consultative Search Group

Bookkeeper

Encino, CA · On-site

$80K - $115K/yr

... bookkeeping duties: Responsibilities: • Maintain books for multiple clients and perform daily ... Insurance • Accrue 15 PTO days annually • 401k, Match and Profit Sharing Plan • 10 Paid ...

Southern California Management Company

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Bookkeeper / Accountant / Controller

Encino, CA · On-site

$60K - $100K/yr

Full Charge Bookkeeper / Accountant / Controller Needed! Rapidly growing company in the Healthcare ... Vision insurance Schedule: * 8 hour shift * Monday to Friday

Ocampos Accounting LLC

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Bookkeeper/Administrative Assistant

Prunedale, CA · On-site

$19 - $22/hr

Our firm specializes in accounting, bookkeeping, payroll processing, and capital acquisition. The ... Dental insurance * Health insurance * Vision insurance * Paid time ofF Work Location: In person ...

Robert Half

Full Charge Bookkeeper

Santa Barbara, CA · On-site

$80K - $90K/yr

Review recurring expenses such as insurance, rent, and other operating costs while keeping vendor ... At least 5 years of experience in a full-charge bookkeeping role. * Advanced working knowledge of ...

FMS Solutions

Full Charge Bookkeeper

Alameda, CA

$25 - $30/hr

Vision Insurance * Paid Time Off * Bonus Opportunities Work Schedule: * Monday-Friday * 8-hour ... FMS Solutions is seeking a detail-oriented Bookkeeper to join our growing team in our Oakland ...

Adecco

Bookkeeper / Payroll Specialist

Oakdale, CA · On-site

$30 - $38/hr

Bookkeeper - Accounting Specialist Duties Hours 7-3:45 MUST HAVE CONSTRUCTION BACKGROUND Additional ... life insurance, short-term disability, additional voluntary benefits, EAP program, commuter ...

FMS Solutions

Full Charge Bookkeeper

Daly City, CA

$25 - $30/hr

Vision Insurance * Paid Time Off * Bonus Opportunities Work Schedule: * Monday-Friday * 8-hour ... FMS Solutions is seeking a detail-oriented Bookkeeper to join our growing team in our Oakland ...

FMS Solutions

Full Charge Bookkeeper

Hayward, CA · On-site

$25 - $30/hr

Vision Insurance * Paid Time Off * Bonus Opportunities Work Schedule: * Monday-Friday * 8-hour ... FMS Solutions is seeking a detail-oriented Bookkeeper to join our growing team in our Oakland ...

FMS Solutions

Full Charge Bookkeeper

Walnut Creek, CA

$25 - $30/hr

Vision Insurance * Paid Time Off * Bonus Opportunities Work Schedule: * Monday-Friday * 8-hour ... FMS Solutions is seeking a detail-oriented Bookkeeper to join our growing team in our Oakland ...

FMS Solutions

Full Charge Bookkeeper

Richmond, CA · On-site

$25 - $30/hr

Vision Insurance * Paid Time Off * Bonus Opportunities Work Schedule: * Monday-Friday * 8-hour ... FMS Solutions is seeking a detail-oriented Bookkeeper to join our growing team in our Oakland ...

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All JobsInsurance Bookkeeper JobsInsurance Bookkeeper Jobs in California

Insurance Bookkeeper information

What are some unique challenges insurance bookkeepers face when reconciling accounts?

Insurance bookkeepers often deal with complex transactions involving premiums, claims, commissions, and regulatory compliance. A key challenge is accurately reconciling accounts that may have delayed payments, adjustments, or multiple parties involved, such as brokers and underwriters. Staying organized and maintaining clear records is essential, as is frequent communication with other departments to resolve discrepancies. Familiarity with specialized insurance accounting software can help streamline these processes and minimize errors.

Are insurance bookkeepers still in demand?

Insurance bookkeepers are still in demand as insurance companies and agencies require accurate financial record-keeping. The role often involves using accounting software and understanding insurance policies, with job stability supported by ongoing industry needs for financial management and compliance.

What does an insurance bookkeeper do?

An Insurance Bookkeeper is responsible for managing financial records and transactions related to insurance policies within an organization or agency. Their duties typically include processing payments, reconciling accounts, maintaining accurate records of premiums and claims, and preparing financial reports. They ensure compliance with relevant laws and regulations, assist with audits, and may also communicate with clients or insurance companies to resolve discrepancies. Attention to detail and strong organizational skills are essential for this role.

What are the key skills and qualifications needed to thrive as an insurance bookkeeper, and why are they important?

To thrive as an Insurance Bookkeeper, you need a solid understanding of accounting principles, bookkeeping practices, and familiarity with the insurance industry, often backed by a relevant degree or certification. Proficiency in accounting software such as QuickBooks, Excel, and specialized insurance management systems is typically required. Strong attention to detail, organizational skills, and the ability to communicate clearly with both clients and colleagues set top performers apart. These skills are crucial for ensuring accurate financial records, regulatory compliance, and effective financial management within insurance organizations.

What is the difference between Insurance Bookkeeper vs Insurance Accountant?

AspectInsurance BookkeeperInsurance Accountant
CredentialsTypically high school diploma or equivalent; some certifications preferredUsually requires a degree in accounting or finance; certifications like CPA or CMA are common
Work EnvironmentOffice setting, handling day-to-day financial record-keepingOffice or remote, focusing on financial analysis and reporting
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance companies, agencies, and financial firms
Search & Comparison IntentPeople comparing entry-level bookkeeping roles in insuranceIndividuals seeking more advanced financial roles in insurance

The main difference between an Insurance Bookkeeper and an Insurance Accountant lies in their responsibilities and qualifications. Insurance Bookkeepers focus on recording daily financial transactions and maintaining accurate records, often with minimal certifications. Insurance Accountants handle more complex financial analysis, reporting, and may hold professional certifications. Both roles are essential in the insurance industry but differ in scope and expertise.

What cities in California are hiring for Insurance Bookkeeper jobs? Cities in California with the most Insurance Bookkeeper job openings:
Insurance Bookkeeper jobs near you
Infographic showing various Insurance Bookkeeper job openings in California as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 28% Part Time, 2% Temporary, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Bookkeeper

Consultative Search Group

Encino, CA • On-site

$80K - $115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

A prestigious business management team seeks an Account Executive to join their dynamic team.
The ideal candidate has a keen interest in the entertainment industry and is eager to develop their accounting acumen. The selected candidate is a confident and professional communicator, with exceptional time management and organizational skills. You are interpersonal and believe in developing and maintaining a professional relationship with the clients; all while performing the following bookkeeping duties:
Responsibilities:
• Maintain books for multiple clients and perform daily, weekly, monthly, quarterly, and annual bookkeeping activities for each.
• Prepare monthly and quarterly financial statements.
• Book and process client payroll on a recurring basis.
• Cash management
• Review client ledgers for accuracy and consistency
• Track all income and prepare monthly commission reports
• Review and approve client accounts payable
• Record monthly investment account activity
• Create journal entries for large transactions including, but not limited to purchase/sale of a residence and purchase/sale of automobiles
• Create invoices to be sent to 3rd parties
• Day-to-Day client communication
• Provide backup coverage for other Account Executives as needed
• Process Accounts Payable and Cash Receipts when the Assistant Account Executive is out
• Coordinate and complete client loan applications
• Work closely with the tax department to ensure clean and accurate books
• Ensure that tax deadlines (1099s, estimated payments) are met timely
• Review client mail
• Supervise one Assistant Account Executive
• Research / Client requests as needed
• Other related duties as assigned.
Qualifications:
• Proficiency in Microsoft applications including Word, Excel, and Outlook
• Commitment to exceptional client service
• Strong understanding of cash basis and accrual basis accounting
• High School diploma required
• A Bachelor's degree from an accredited institution preferred
• 5 plus years of experience in accounting, business management, and/or working with high-net-worth individuals
• 1 plus years of experience working in AgilLink, Datafaction, and/or QuickBooks preferred or other enterprise - level accounting software
• Proficient in Microsoft Office
Benefits: Firm offers a great variety of benefits and perks to our employees. Some of these include:
• Medical, Dental and Vision coverage
• Flexible Spending Account
• Basic Life and AD&D
• Voluntary Life and AD&D
• Long Term Disability
• Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
• Genetic Screening and Cancer Support
• Pet Insurance
• Accrue 15 PTO days annually
• 401k, Match and Profit Sharing Plan
• 10 Paid Holidays and 1 Floating Holiday
Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

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