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Remote Insurance Agency Bookkeeper Jobs (NOW HIRING)

U Trust Insurance Agency LLC

About Us U Trust Insurance Agency LLC is a fast-growing commercial insurance agency specializing in ... We are looking for a skilled and motivated Remote Insurance Agent to join our expanding Sales Team.

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How much do remote insurance agency bookkeeper jobs pay per hour?

As of May 30, 2026, the average hourly pay for remote insurance agency bookkeeper in the United States is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $27.64 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Insurance Agency Bookkeeper, and why are they important?

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 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 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.

More about Remote Insurance Agency Bookkeeper jobs
What cities are hiring for Remote Insurance Agency Bookkeeper jobs? Cities with the most Remote Insurance Agency Bookkeeper job openings:
What are the most commonly searched types of Insurance Agency Bookkeeper jobs? The most popular types of Insurance Agency Bookkeeper jobs are:
What states have the most Remote Insurance Agency Bookkeeper jobs? States with the most job openings for Remote Insurance Agency Bookkeeper jobs include:
What job categories do people searching Remote Insurance Agency Bookkeeper jobs look for? The top searched job categories for Remote Insurance Agency Bookkeeper jobs are:
Remote Insurance Agency Bookkeeper jobs near you
Infographic showing various Remote Insurance Agency Bookkeeper job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 89% Physical, and 11% Remote job distribution, with an average salary of $50,573 per year, or $24.3 per hour.

Insurance Agent - Remote (U.S. Based)

U Trust Insurance Agency LLC

Philadelphia, PA • On-site, Remote

Full-time

Posted 12 days ago

Job description

About Us
U Trust Insurance Agency LLC is a fast-growing commercial insurance agency specializing in trucking and transportation insurance across more than 30 states. We operate with clear processes, modern tools, and strong internal support, allowing our agents to perform efficiently and deliver excellent service.
We are looking for a skilled and motivated Remote Insurance Agent to join our expanding Sales Team.
Responsibilities
  • Work with a steady flow of warm leads generated internally
  • Conduct professional sales calls and identify client needs
  • Prepare and present insurance quotes (commercial auto, trucking, cargo, liability, etc.)
  • Build and maintain long-term client relationships
  • Manage renewals and ensure high-quality follow-up
  • Update records in Salesforce and Applied Epic accurately
  • Collaborate with Customer Service, Policy Services, and Underwriting teams
  • Communicate clearly and professionally with clients across multiple channels

What We Offer
  • Fully remote role
  • Strong operational and administrative support
  • Modern tech stack: Salesforce, Zoom Phone, Applied Epic, DocuSign
  • Clear workflows and responsive leadership
  • A supportive, professional, and growth-oriented team environment
  • Opportunity to grow within a stable and expanding organization

Requirements
  • Active P&C (Property & Casualty) insurance license - required
  • Experience in insurance sales (Commercial or Personal Lines)
  • Strong communication, negotiation, and customer service skills
  • Experience with trucking insurance is a plus
  • CRM experience (Salesforce preferred)
  • Highly organized, self-driven, and accountable
  • Must be legally authorized to work in the U.S.

Why Join Us
  • Work remotely while being part of a well-structured, supportive team
  • Clear processes and fast internal assistance
  • Consistent lead flow and organized collaboration with service teams
  • Strong presence in the trucking insurance industry
  • Opportunities for long-term career development
  • Professional culture built on trust, communication, and teamwork

How to Apply
Please apply directly through this job platform.
We carefully review every application, and while response times may vary,
we will follow up with each candidate.

Apply