Wahve Holdings - Phoenix, AZ
posted 5 months ago
At WAHVE, we are dedicated to transforming the insurance industry by providing seasoned professionals the opportunity to continue their careers from the comfort of their homes. Our unique platform allows individuals to phase into retirement while still engaging in meaningful work. We believe in achieving a real work/life balance, enabling our team members to customize their schedules and utilize their extensive insurance expertise in a remote, long-term position. This role is designed for those who have significant experience in the insurance sector and are looking to maintain their professional engagement without the stress of a traditional office environment. As an Insurance Agency Bookkeeper, you will play a crucial role in supporting our retail broker, wholesale broker, or MGA clients. Your responsibilities will include managing the General Ledger, which encompasses Accounts Payable, Accounts Receivable, and Commission Payable. You will prepare monthly management reports and commission payable reports, as well as reconcile carrier commission statements. Additionally, you will resolve any accounting discrepancies with insurance carriers and/or producers, and prepare both monthly and annual financial statements. Maintaining the budget using Excel and an Agency Management system will also be part of your duties. We are particularly interested in candidates who have experience with agency management systems such as EPIC, AMS360, or Sagitta.