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Remote Insurance Agency Bookkeeper Jobs in California

GIA Legacy Planning

Fully Remote | Work from Home Job Type: Full-Time or Part-Time Compensation: Uncapped Commission-Based | Unlimited Earning Potential Build a Career with Purpose We're more than an insurance agency-we ...

GIA Legacy Planning

Location: Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: 100% Uncapped Commission-Based About Us: GIA Legacy Planning is a dynamic, client-focused insurance agency ...

GIA Legacy Planning

Location: Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: 100% Uncapped Commission-Based About Us: GIA Legacy Planning is a dynamic, client-focused insurance agency ...

GIA Legacy Planning

Location: Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: 100% Uncapped Commission-Based About Us: GIA Legacy Planning is a dynamic, client-focused insurance agency ...

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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

Remote Insurance Account Representative - State Farm Experience Required

State Farm Agency - Danviville/Alamo

Danville, CA • On-site, Remote

$65K - $100K/yr

Full-time

Posted 16 days ago

Job description

Join a local State Farm agency where your career can grow as fast as your ambition. As a Remote Licensed Insurance Account Representative, youll support customers with everyday insurance needs and play a key role in helping the agency reach its goals. This position is perfect for someone who wants a long-term career path in the insurance industry.


Must have a Property and Casualty insurance license. State Farm experience is required.


RESPONSIBILITIES

  • Provide friendly, professional service to customers by phone, email, and in-office
  • Process policy changes, billing questions, and general service requests
  • Assist customers through claims with clarity and care
  • Identify customer needs and recommend additional coverage options
  • Support agency sales goals through cross-selling, upselling, and proactive outreach
  • Maintain accurate records and follow State Farm procedures
  • Contribute to a positive, energetic, team-focused office environment


COMPENSATION & INCENTIVES:

  • Base Salary plus Commission/Bonus
  • Paid Time Off (vacation and personal/sick days)
  • Flexible schedule; offering 3 day or 5 day work week for the ideal candidate.
  • Offer may include: childcare, auto allowance, medical
  • Valuable experience
  • Growth potential/Opportunity for advancement within my office
  • Remote work available for qualified State Farm experienced professionals.

    QUALIFICATIONS

    • Required insurance licenses (Property & Casualty; Life & Health a plus)
    • State Farm experience required
    • Strong communication and customer service skills
    • Comfortable learning new systems and working in a fast-paced environment
    • Motivated by goals, growth, and earning potential
    • Reliable, organized, and team-oriented
    • Customer service experience helpful but not required


    Expected Compensation: $65,000.00 - $100,000.00 per year (includes base plus commission/bonus)


      If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.


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