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Remote Insurance Agency Bookkeeper Jobs (NOW HIRING)

AO ASPIRE

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Life Insurance Agency Owner

Redmond, WA · Remote

$1.0K - $500K/yr

Remote Life Insurance Sales Agent (Commission-Based) Imagine building a meaningful career while ... Opportunity to build and lead a team ("agency within the agency") with AO support Licensing ...

AO ASPIRE

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100% remote Life Insurance Agency Owner

Dallas, TX · Remote

$1.0K - $500K/yr

Remote Life Insurance Sales Agent (Commission-Based) Imagine building a meaningful career while ... Opportunity to build and lead a team ("agency within the agency") with AO support Licensing ...

PIIAC

Insurance Agency Owner / Principal Broker

Denver, CO · On-site +1

$250K - $300K/yr

Training & development Insurance Agency Owner / Principal Broker Job Type: Full-time, Contract ... Denver, CO - Hybrid / Remote Options Available (Any location of your choice) Schedule: Completely ...

Pioneer Agency

Insurance Agent

Norwalk, CT · Remote

$50K - $75K/yr

Pioneer Agency welcomes applicants from diverse backgrounds. This position is ideal for individuals seeking remote insurance agent jobs, entry-level insurance agent opportunities, or experienced ...

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Remote Insurance Agency Bookkeeper information

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How much do remote insurance agency bookkeeper jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for remote 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 does a Remote Insurance Agency Bookkeeper do?

A Remote Insurance Agency Bookkeeper is responsible for managing the financial records of an insurance agency from a remote location. Their duties typically include recording transactions, reconciling accounts, preparing financial statements, and ensuring compliance with relevant financial regulations. They use accounting software to track income, expenses, commissions, and other financial data specific to insurance operations. By working remotely, they provide flexibility and can serve agencies located anywhere, helping maintain accurate and up-to-date financial records.

How does a Remote Insurance Agency Bookkeeper typically coordinate with agency staff to ensure accurate financial records?

As a Remote Insurance Agency Bookkeeper, you’ll regularly communicate with agents, account managers, and sometimes clients to gather transaction details, process commissions, and verify policy payments. Most agencies use cloud-based accounting software and secure file-sharing tools, making it easier to collaborate from afar. Proactive communication and scheduled check-ins are essential to clarify discrepancies or gather missing documentation. Building strong relationships with the team helps streamline workflows and ensures compliance with industry regulations.

What is the difference between Remote Insurance Agency Bookkeeper vs Remote Insurance Agent?

AspectRemote Insurance Agency BookkeeperRemote Insurance Agent
CredentialsBasic bookkeeping certifications, accounting knowledgeLicenses specific to insurance products, state licensing
Work EnvironmentHome office, administrative settingHome or client meetings, sales environment
Employer & Industry UsageInsurance agencies, accounting firmsInsurance companies, agencies, brokerages
Search & Comparison IntentFinancial record-keeping, bookkeeping rolesInsurance sales, policy management

The main difference is that a Remote Insurance Agency Bookkeeper focuses on managing financial records and bookkeeping tasks within insurance agencies, requiring accounting skills and certifications. In contrast, a Remote Insurance Agent is involved in selling insurance policies and client management, often needing specific licenses. Both roles operate remotely but serve different functions within the insurance industry.

What are the key skills and qualifications needed to thrive as a Remote Insurance Agency Bookkeeper, and why are they important?

To thrive as a Remote Insurance Agency Bookkeeper, you need strong accounting knowledge, attention to detail, and experience with bookkeeping, typically supported by a degree in accounting or related field. Familiarity with accounting software such as QuickBooks, Microsoft Excel, and insurance agency management systems is essential, and certification like a Certified Bookkeeper (CB) can be beneficial. Excellent organizational skills, self-motivation, and clear communication are important soft skills for remote work and managing client relationships. These abilities ensure accurate financial records, regulatory compliance, and efficient workflow in a remote insurance agency setting.
More about Remote Insurance Agency Bookkeeper jobs
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Remote Insurance Agency Bookkeeper jobs near you
Insurance Agency Trainer

Insurance Agency Trainer

Angela Adams Consulting Inc

North Charleston, SC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 hours ago

Job description

Who Are We?
Are you tired of working 80 hours a week? Join our team to take what you love about working in the insurance industry to a whole new level. Serve people all over the country through hundreds of agencies by helping our clients do what they do best. Angela Adams Consulting is the premier resource for agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of their home which enables them to enjoy work/life balance. We provide extensive job training, and our Lighthouse Academy is available to all employees - providing an abundance of opportunities for professional growth in a variety of areas.
Duties
  • Develop partner level relationships with our clients by sharing our knowledge and experience
  • Conduct training sessions for independent insurance agencies
  • Assess and report on the operations of insurance agencies
  • Identify client needs and offer solution based services
  • Assist agencies in implementing new processes, new workflows, and new technologies
  • Ability to sell self to prospective clients
  • Ensure we are meeting contractual obligations to clients including time worked
  • Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
  • Maintain strict client confidentiality
  • Accurate timekeeping of both billable and non-billable work

Requirements
  • FIVE years experience working with or for independent insurance agencies
  • Client service experience with Vertafore AMS360 software
  • Team oriented disposition
  • Able to travel 3 - 4 days a month
  • PC with high speed internet, spyware, virus protection, and spyware
  • Proficient in Microsoft Office
  • Solid written and oral communication skills
  • Solutions oriented
  • Conflict resolution skills
  • Ability to sell self to prospective clients
  • Out of the box thinker

Benefits
• Health Insurance
• Paid time off
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) plan with matching

Apply