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Remote Insurance Agency Bookkeeper Jobs in California

SPRCHRGR

Bookkeeper

Los Angeles, CA · Remote

... agencies. We think differently about our work supporting high-growth startups, forward-thinking ... Are you a detail-oriented bookkeeper looking for a fully remote role that lets you balance work and ...

GIA Legacy Planning

$30K - $60K/yr

Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than an insurance agency - we're a family dedicated to helping ...

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Remote Insurance Agency Bookkeeper information

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.

What are the key skills and qualifications needed to thrive as a remote insurance agency bookkeeper?

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.

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 most commonly searched types of Insurance Agency Bookkeeper jobs in California?

The most popular types of Insurance Agency Bookkeeper jobs in California are:

What are popular job titles related to Remote Insurance Agency Bookkeeper jobs in California?

For Remote Insurance Agency Bookkeeper jobs in California, the most frequently searched job titles are:

What job categories do people searching Remote Insurance Agency Bookkeeper jobs in California look for?

The top searched job categories for Remote Insurance Agency Bookkeeper jobs in California are:

What cities in California are hiring for Remote Insurance Agency Bookkeeper jobs?

Cities in California with the most Remote Insurance Agency Bookkeeper job openings:

Remote Insurance Agency Bookkeeper jobs near you

Remote Insurance Support Specialist

Orinda, CA • Remote

iStaff Pros
Recruiting and Staffing Services • 11 - 50 employees
Learn more about iStaff Prosexternal

$19 - $22/hr

Part-time, Contractor

Re-posted 27 days ago

Job description

Remote Insurance Support Specialist


Job Description:


We are seeking a detail-oriented Remote Insurance Support Specialist to assist with back-

office operations for a Farmers Insurance agency. This is a part-time, fully remote opportunity

ideal for someone with prior insurance or Farmers experience who prefers a non-customer-facing

role.



This position focuses on quoting, data entry, and policy support—no phone work required.


Key Responsibilities:

  • Prepare and process insurance quotes (including Foremost quoting)
  • Perform accurate data entry and policy updates within Farmers systems
  • Upload and manage policy documents and files
  • Assist with cross-selling setup and policy support tasks
  • Maintain organized and compliant client records
  • Support agency operations with general back-office tasks



Qualifications:

  • Previous experience with Farmers Insurance systems preferred
  • Insurance industry experience required
  • Strong attention to detail and accuracy
  • Comfortable working independently in a remote environment
  • Ability to manage tasks efficiently without direct supervision
  • No license required




Position Details:

  • Schedule: Approximately 20 hours per week (flexible schedule)
  • Location: 100% Remote
  • Compensation: $19–$22 per hour (based on experience)
  • Work Type: Back-office support (no phone responsibilities)






This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers Insurance.


This is a Permanent position