Wahve Holdings - Boston, MA

posted 5 months ago

Part-time
Remote - Boston, MA
Professional, Scientific, and Technical Services

About the position

At WAHVE, we are dedicated to transforming the insurance industry by providing seasoned professionals with the opportunity to continue their careers from the comfort of their homes. Our Insurance Agency Bookkeeper position is designed for individuals who have significant insurance experience and are looking to phase into retirement while still contributing their expertise. This role allows you to maintain a work/life balance and customize your work schedule, all while being part of a supportive and professional team. We pride ourselves on delivering exceptional customer service and preserving the invaluable knowledge within the insurance sector. In this remote position, you will be responsible for managing the General Ledger, which includes overseeing Accounts Payable, Accounts Receivable, and Commission Payable. You will prepare monthly management reports and producer commission payable reports, as well as reconcile carrier commission statements and resolve any accounting discrepancies with insurance carriers or producers. Additionally, you will be tasked with preparing monthly and annual financial statements and maintaining the budget using both Excel and an Agency Management system. Experience with agency management systems such as EPIC, AMS360, or Sagitta is highly desired, as it will facilitate your ability to perform these tasks effectively. We are looking for individuals who have a wealth of experience in the insurance industry, particularly in premium accounting. This position is ideal for those who have spent a significant amount of time in the field and are now seeking a flexible work arrangement that allows them to leverage their skills and knowledge in a meaningful way. Join us at WAHVE and be part of a dynamic virtual team that values your contributions and supports your professional journey.

Responsibilities

  • 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 and 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.

Requirements

  • 25 years of full-time work experience.
  • 10 most current years of premium accounting experience.
  • Experience using an agency management system (EPIC, AMS360 & Sagitta highly desired).

Benefits

  • Health insurance based on eligibility.
  • 401(k) with a 4% match.
  • Eliminate the office stress and the commute.
  • Customize your schedule - full or part time.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service