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Remote Insurance Agency Bookkeeper Jobs in Virginia

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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.

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?

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.
What are the most commonly searched types of Insurance Agency Bookkeeper jobs in Virginia? The most popular types of Insurance Agency Bookkeeper jobs in Virginia are:
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Remote Insurance Agency Bookkeeper jobs near you

Licensed Insurance Agent

Meron Financial Agency

Charlottesville, VA • Remote

$150K - $200K/yr

Full-time

Re-posted 9 days ago

Job description

Stop Settling for Average Income

If you're driven, coachable, and ready to get paid based on your effort, this may be the opportunity you've been looking for.

Meron Financial Agency is expanding in the Houston market and actively hiring agents who want to grow fast and earn at a high level.

This is not a slow, hourly job.
This is a performance-based career with real upside.

What Makes This Role Different

You will work with people who already requested information through inbound leads
You will also have outbound opportunities/ warm leads to increase your income faster
You will follow a proven system with clear training and support

What You'll Be Doing

Speak with clients over the phone or Zoom
Help families choose life insurance coverage that fits their needs
Work both warm inbound leads and Warm Lead leads - No Cold Calling
Track activity and stay consistent with daily production
Attend training and improve your sales skills

Compensation

100 percent commission with uncapped earning potential
Average earnings are $800 to $1,200 per sale

Typical results
Part time agents earn $50K plus in their first year
Full time agents earn $80K to $300K plus

Daily/ Weekly pay
Performance based incentives
Long term income opportunities

What We Provide

Leads with a mix of inbound and outbound opportunities
Step by step training and mentorship
Access to 60 plus insurance carriers
Remote flexibility / In Office training
Clear path to leadership and team building

Who This Is For

You want to earn more and are willing to work for it
You are coachable and take direction well
You are comfortable talking to people daily
You are looking for growth, not just a job

Requirements

Must live in the U.S. with Houston preferred
Must be a U.S. citizen or legal resident
Able to pass a background check
Life and Health License or willingness to obtain quickly

Apply Now

We are hiring a limited number of agents in this market.

If you are serious about increasing your income and building something long term, apply today.

Employment Type: FULL_TIME

Apply