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Remote Insurance Agency Bookkeeper Jobs in Wisconsin

APR

Personal Lines Account Manager | Remote

Eden, WI · Remote

$60 - $80K/hr

Eden, WI | Remote Salary : $60-$80k + Benefits Independent insurance agency is seeking a licensed ... The insurance agency will require the personal lines account manager to respond to client calls ...

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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 Wisconsin?

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

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

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

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

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

Remote Insurance Agency Bookkeeper jobs near you
Infographic showing various Remote Insurance Agency Bookkeeper job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Hiring Remote Insurance Brokers

Milwaukee, WI • On-site, Remote

The Edelson Agency
See more jobs at The Edelson Agencyexternal

$70K - $90K/yr

Full-time

Re-posted 12 days ago

Job description

Insurance Broker

We are Seeking a motivated Insurance Broker to help clients find the right insurance coverage. Responsibilities include assessing client needs, recommending policies, managing applications, and providing ongoing support with claims and renewals. Affordable and detailed Leads. There is NO cold calling!! Ongoing in depth Training included.

Skills: Strong sales, customer service, and organizational abilities. Keeping a positive attitude and sincerity for clients needs.

Schedule: Remote work with flexible hours. Tailored to YOUR schedule

Join The Edelson Agency and build a rewarding career in insurance!

Apply now!

Employment Type: OTHER

Apply