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Bookkeeper – Insurance Agency – Applied Epic – AMS360

Remote, USA Full-time Posted 2026-06-17

This is a bookkeeping position in the leading firm specializing in accounting for Insurance Agencies. The candidate must be detail oriented, enjoy performing data entry tasks accurately and adhering to deadlines; and have experience working in an insurance agency. Experience with AMS360 or Applied EPIC is required (software for independent insurance agencies, not the software for medical... practices.) Essential Job Functions: 1. Accounts Payable - Pays invoices for operating expenses, reconciles & records credit card transactions timely 2. Insurance Company Payables – Reconciles & pays invoices/statements for agency bill insurance transactions timely 3. Accounts Receivable - Records deposits of commission and customer payments timely 4. Payroll – Records journal entries timely 5. Assists clients with any accounting related questions, responding within 24 hours 6. Reviews and reconciles general ledger balances to subsidiary ledger detail on a daily, weekly or monthly basis as applicable 7. Prepares draft financial statements monthly for Accountant review and responds to review questions within 24 hours 8. Invoices direct bill commission in a backup capacity to the direct bill specialist Job Type: Full-time Pay: $40,000.00 - $55,000.00 per year Benefits: • 401(k) • Dental insurance • Disability insurance • Health insurance • Paid time off • Vision insurance Schedule: • Monday to Friday Application Question(s): • Is your office in the United States? Experience: • • Accounting for an Independent Insurance Agency: 1 year (Required) • • AMS360 or Applied EPIC (not medical practice software)): 1 year (Required) Work Location: Remote Apply to This Job Check More Finance & Banking Jobs Apply Job!

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