Insurance Agency Bookkeeper - REMOTE

Oakland, CA 94601

Posted: 01/30/2024 Employment Type: Contract Industry: Insurance Job Number: 33243OAK-CA

Job Description

Put your Insurance Experience to work – FROM HOME!

At Wahve, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career working from home. As we say – retire from the office but not from work. Our unique platform provides you with real work/life balance and allows you to customize your own work schedule while continuing to utilize your insurance expertise in a remote, long-term position.

WHAT YOU’LL LOVE ABOUT WAHVE

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference by the work that we do.

WHAT WE ARE SEEKING

We have assignments available to help our retail broker or wholesale broker or MGA clients in Insurance Agency Bookkeeping positions. Responsibilities include:

  • Responsible for the General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable.
  • Prepare monthly management and producer commission payable reports.
  • Prepare reconciliation of carrier commission statements. Resolve accounting discrepancies with insurance carriers and/or producers.
  • Prepare monthly and annual financial statements.
  • Responsible for maintaining the budget using both Excel & Agency Management system.
  • Experience using an agency management system (EPIC & AMS360 highly desired).

TO BECOME A WORK-AT-HOME VINTAGE EXPERT, WE REQUIRE

  • 25 years of full-time work experience
  • 10 most current years of premium accounting experience

BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT

  • Retire from the office but not from work.
  • Eliminate the office stress and the commute.
  • Choose the work you would like to do now.
  • Customize your schedule – full or part time.
  • Continue to earn an income.
  • Utilize your years of insurance industry knowledge.
  • Be part of our dynamic yet virtual team environment and connect with other experienced insurance professionals like yourself!

HOW TO GET STARTED

Click APPLY NOW to complete our simple preliminary profile. Be sure to include your preferred contact information as one of our Qualification Specialists will connect with you promptly.

WE LOOK FORWARD TO MEETING YOU!

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About Oakland, CA

Explore exciting job opportunities in the vibrant area around Oakland, California! Known for its eclectic mix of cultures, thriving arts scene, and stunning views of the San Francisco Bay, Oakland offers a unique blend of urban energy and natural beauty. Home to landmarks like Jack London Square and the Oakland Museum of California, as well as renowned eateries serving up delicious cuisine from around the world, this region is a melting pot of creativity and innovation. With professional sports teams like the Golden State Warriors and the Oakland Athletics, plus an array of theaters, parks, and recreation areas like Redwood Regional Park, job seekers in Oakland can enjoy a dynamic work-life balance unlike anywhere else. Embrace the charm and endless possibilities that Oakland has to offer - your next career opportunity awaits!