CPA Bookkeeper

2 days ago

Philippines Remote Raven Full time $40,000 - $80,000 per year
About the Role

We are seeking a Certified Public Accountant Bookkeeper with a strong background in insurance accounting, specifically in personal lines and commercial lines. The ideal candidate has hands-on experience working within an insurance agency or brokerage and is proficient with Applied Epic, the industry-standard agency management system.

This role will be responsible for maintaining accurate financial records, reconciling accounts, managing payables and receivables, and supporting month-end close processes tailored to the operational flow of an insurance business.

Key Responsibilities
  • Maintain the general ledger and accounting records for an insurance agency/brokerage
  • Reconcile premium payables, carrier payables, producer commissions, and trust accounts
  • Manage receipts and disbursements of client and carrier funds
  • Process accounts payable and accounts receivable related to insurance transactions
  • Perform monthly bank and trust account reconciliations
  • Assist with month-end and year-end closing processes
  • Generate financial statements, commission reports, and cash flow summaries
  • Collaborate with internal teams to ensure accurate policy and premium postings
  • Ensure compliance with industry-specific accounting regulations and internal policies
  • Utilize Applied Epic for financial tracking, reporting, and auditing purposes
Qualifications
  • CPA license
  • Minimum of 3 years' experience in bookkeeping/accounting, with at least 1–2 years in the insurance industry
  • Strong knowledge of accounting practices specific to personal and commercial lines
  • Proficiency in Applied Epic is required
  • Strong understanding of trust accounting, carrier reconciliation, and commission tracking
  • Proficient in Microsoft Excel and accounting software
  • Excellent attention to detail, problem-solving ability, and organizational skills
  • Strong English communication skills (written and verbal)
  • Ability to work independently in a remote setting and manage time effectively
Preferred Experience
  • Experience working with U.S.-based insurance agencies or brokerages
  • Familiarity with GAAP or IFRS
  • Experience preparing data for audits or financial reviews

Requirements

This is a 100% Remote Work

US time zone

Full time

$8/hr

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