Role Name: Bookkeeper

Schedule: Monday to Friday, 9am to 6pm Pacific with an hour unpaid break

Client Overview: A growing commercial insurance agency that values long-term partnerships and treats their team members with respect and care. They operate with standardized processes across their client base and are committed to strengthening their financial operations through proper training and support.

Job Description: You’ll play a critical role in strengthening the financial backbone of an established insurance agency. This isn’t just data entry – you’ll be the person ensuring accurate financial records that keep the business running smoothly. You’ll work with clear, standardized processes and receive comprehensive training to set you up for success. The client values long-term relationships and is committed to treating their remote team members well.

Responsibilities:

• Manage daily accounts receivable and payable operations
• Enter invoices accurately into the client management system
• Maintain and balance QuickBooks records with precision
• Execute standardized 10-step processes consistently across all clients
• Ensure all financial entries are completed correctly and on schedule
• Support the overall strengthening of the company’s bookkeeping operations
• Follow established workflows that maintain consistency across the client base

Requirements:

• Proven experience as a bookkeeper with strong QuickBooks expertise
• Exceptional attention to detail and accuracy in financial data entry
• Ability to follow standardized processes consistently and reliably
• Experience working with client management systems
• Reliable internet connection and professional remote work setup
• Willingness to work during client business hours initially for comprehensive training
• Bonus if you have experience in the insurance industry
• It helps if you’re comfortable with repetitive processes and take pride in accuracy

Why Join This Team?:

• Work with a client who genuinely values long-term partnerships and employee wellbeing
• Clear, standardized processes that set you up for success from day one
• Comprehensive training program with dedicated support during your first month
• Flexible scheduling options available after initial training period
• Opportunity to strengthen a critical business function and make a real impact
• Remote work flexibility with a client committed to treating their team well