Experienced Insurance Agency Bookkeeper for Remote Work Arrangement

Revolutionize Your Career with Wahve - Work from Home as an Insurance Agency Bookkeeper

At Wahve, we're on a mission to transform the way insurance professionals transition into retirement by offering flexible, remote work opportunities that leverage their expertise. Our innovative platform allows you to maintain a fulfilling career from the comfort of your own home, with a customizable schedule that suits your lifestyle. If you're a seasoned insurance professional looking to retire from the office but not from work, we've got the perfect opportunity for you.

About Wahve and Our Unique Approach

Wahve is a forward-thinking company that values significant insurance experience and is dedicated to providing a better work-life balance for its professionals. Our team is built on a foundation of friendly and professional leadership, a passion for delivering exceptional customer service, and a commitment to preserving insurance industry knowledge. We're creating a welcoming environment where experienced insurance professionals can thrive in a remote setting.

Job Highlights

• Compensation: A competitive salary that reflects your experience and expertise.
• Start Date: Immediate openings available, allowing you to start your new chapter without delay.
• Location: Remote work arrangement, giving you the freedom to work from anywhere.
• Position: Insurance Agency Bookkeeper, utilizing your insurance industry knowledge in a long-term, flexible role.
• Company: Wahve, a pioneering company that's redefining the future of work for insurance professionals.

Key Responsibilities

As an Insurance Agency Bookkeeper with Wahve, you'll be working closely with our clients in retail broker, wholesale broker, or MGA roles. Your responsibilities will include:

• Managing the General Ledger, including Accounts Payable, Accounts Receivable, and Commission Payable, to ensure accurate financial records.
• Preparing monthly management and producer commission payable reports to inform business decisions.
• Reconciling carrier commission statements and resolving any accounting discrepancies with insurance carriers and/or producers.
• Preparing monthly and annual financial statements to provide a clear picture of our clients' financial health.
• Maintaining the budget using both Excel and Agency Management systems, ensuring seamless financial management.
• Utilizing agency management systems, such as EPIC and AMS360, to streamline processes and improve efficiency.

Essential Qualifications

To become a successful Insurance Agency Bookkeeper with Wahve, you'll need:

• A minimum of 25 years of full-time work experience, providing a deep understanding of the insurance industry.
• At least 10 years of premium accounting experience in the last 10 years, ensuring you're up-to-date with industry practices.
• Proficiency in using agency management systems, with EPIC and AMS360 being highly desirable.
• Strong analytical and problem-solving skills to resolve accounting discrepancies and manage financial records.
• Excellent communication skills to work effectively with clients and internal teams.

Preferred Qualifications

While not mandatory, the following qualifications can enhance your application:

• Experience with financial statement preparation and budgeting.
• Knowledge of insurance industry trends and regulations.
• Proficiency in Excel and other financial management tools.
• A proven track record of working independently in a remote setting.

Skills and Competencies

To excel as an Insurance Agency Bookkeeper with Wahve, you'll need:

• Strong organizational and time management skills to manage multiple tasks and deadlines.
• A high level of attention to detail to ensure accuracy in financial records and reports.
• Excellent analytical and problem-solving skills to resolve complex accounting issues.
• Effective communication and interpersonal skills to build strong relationships with clients and internal teams.
• A proactive and adaptable approach to work, with the ability to thrive in a remote setting.

Career Growth Opportunities and Learning Benefits

At Wahve, we're committed to supporting your ongoing professional development. As an Insurance Agency Bookkeeper, you'll have access to:

• Ongoing training and support to stay up-to-date with industry trends and best practices.
• Opportunities to expand your skill set and take on new challenges.
• A collaborative virtual environment where you can connect with other experienced insurance professionals.
• A flexible work arrangement that allows you to balance work and personal responsibilities.

Work Environment and Company Culture

At Wahve, we pride ourselves on creating a welcoming and inclusive work environment that's tailored to the needs of experienced insurance professionals. Our company culture is built on:

• A passion for delivering exceptional customer service.
• A commitment to preserving insurance industry knowledge.
• A friendly and professional leadership team that cares about its staff and clients.
• A dynamic and virtual team environment that fosters collaboration and connection.

Compensation, Perks, and Benefits

We offer a competitive salary and a range of benefits that support your well-being and financial security. While specific details may vary, our benefits package typically includes:

• A competitive salary that reflects your experience and expertise.
• A flexible work arrangement that allows you to customize your schedule.
• Opportunities for ongoing professional development and growth.
• A collaborative and supportive virtual work environment.

Join Our Team - Apply Today!

If you're a seasoned insurance professional looking for a new challenge, we want to hear from you. Apply today to become an Insurance Agency Bookkeeper with Wahve and start your journey towards a more flexible, fulfilling career. Click APPLY NOW to complete our simple preliminary profile and take the first step towards a brighter future.

We look forward to meeting you and exploring how you can contribute to our mission to revolutionize the way insurance professionals work.