ZipRecruiter

Log In

2

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 ...

next page

Showing results 1-20

All JobsInsurance Agency Bookkeeper JobsRemote Insurance Agency Bookkeeper JobsRemote Insurance Agency Bookkeeper Jobs in California

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

Insurance Agency Owner - Becky Barrera

Allstate Insurance Company

Los Angeles, CA • On-site, Remote

Full-time

Re-posted 10 days ago

Job description

This is not a remote role but an in office position.
Do you want to own your own business and make a meaningful impact on your community?
Owning your own Allstate agency is an amazing chance to create a successful business by
providing protection to customers in your community. Our agents grow successful small businesses
in communities that matter to them. The beauty of insurance is it's a must-have for many Americans,
so the demand is always there making Allstate agency ownership a lucrative business opportunity.
Plus, you can sell the equity in your business by passing it on to an approved purchaser.
We are looking for someone who can:
Lead a successful team
Sell Allstate's products and services to help customers meet their needs
Build trust with customers.
Be a confident self-starter
Maintain a positive and self-motivated attitude
Perks to being an Allstate Agency Owner
Be your own boss and run things your own way
Pay NO franchise or royalty fees (not a franchise opportunity)
Craft your own work/life balance
Earn repeat revenue from policy renewals
Control your earnings potential with robust commission and bonus opportunities
Enjoy immediate brand-name recognition of a Fortune 100 Company
Build a legacy with the opportunity to pass it down or sell to an approved purchaser

We are here to support you Allstate provides a plethora of resources to support the growth of your business through education, marketing support, and incentives. Learn more details from one of our talent advisors by applying today. More Details Prior business or franchise ownership preferred, but not required. Previous insurance experience a plus, but not required. Experience in playing an active role in the day to day operations, budgeting, planning and staffing strategies or experience in business or sales management. You are required to obtain all applicable state licenses for property & casualty, life & health before getting appointed with Allstate. Investment of liquid capital into your business to cover startup costs. Allstate does not take possession of your capital and there are no franchise fees. These funds remain in your control and you will use them to cover your operational expenses such as your payroll, lease, marketing, utilities etc.

#LI-DNI

Skills

At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.

Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.

It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.

Allstate Careers

Learn more about Allstate United States.

Learn more about Allstate Northern Ireland.

Learn more about Allstate IndiaPrivate Limited.

For more information about Allstate's Website Accessibility Statement, please click here:Allstate Website Accessibility Statement
Allstate agents are not franchisees or employees of Allstate; rather they are exclusive agent independent contractors and are not employed by Allstate. The opportunity to become an exclusive Allstate agency owner is not an opportunity for employment with Allstate but an opportunity to run your own small business.

Apply