Part Time- Bookkeeper

About the Role We are looking for a detail-oriented and highly organized Part Time Bookkeeper to manage the day-to-day financial operations of our insurance agency. This role requires strong accounting skills, experience with insurance accounting processes, and proficiency in QuickBooks . The ideal candidate is accurate, dependable, and comfortable handling multiple financial responsibilities while ensuring compliance with deadlines and regulatory requirements. Key Responsibilities

Maintain accurate financial records using QuickBooks .
Input insurance policy transactions for agency-billed accounts.
Reconcile carrier statements and prepare payments according to policy invoices and payment schedules.
Accurately allocate premiums, commissions, taxes, and other policy-related transactions.
Process refunds for cancelled insurance policies.
Reconcile multiple accounts, including:
Trust accounts (client funds)
Operating accounts
Credit card accounts
Loan accounts
Process accounts payable and pay general office expenses.
Prepare payroll and submit payroll information through Paychex .
Monitor and manage annual licensing renewals for the agency, brokerage, and licensed staff across multiple states.
Assist with month-end account reconciliations and maintain accurate financial documentation.
Ensure financial records comply with company policies and accounting best practices.

Required Qualifications

Required: Hands-on experience with QuickBooks .
3+ years of bookkeeping or accounting experience.
Experience reconciling bank accounts and financial statements.
Experience processing accounts payable and payroll.
Strong understanding of bookkeeping principles and accounting procedures.
Excellent attention to detail and organizational skills.
Ability to manage multiple deadlines and prioritize tasks independently.
High level of integrity and confidentiality when handling financial information.
Strong written and verbal English communication skills.

Preferred Qualifications

Previous bookkeeping experience within an insurance agency or brokerage.
Experience with agency billing and insurance policy accounting.
Familiarity with Paychex payroll.
Experience managing insurance licensing renewals or regulatory compliance.
Associate's or Bachelor's degree in Accounting, Finance, or a related field is a plus.

What We're Looking For

Strong analytical and problem-solving skills.
Excellent time management and organizational abilities.
Self-motivated and able to work independently in a remote environment.
Reliable, detail-oriented, and committed to maintaining financial accuracy.
Comfortable working with confidential financial data.

Our Hiring Process

Application Review: Submit your application and resume. Our team carefully evaluates all candidates to ensure a good fit.
Skill Assessment : Shortlisted candidates will be sent an online assessment. This helps us gauge your skills and communication expertise.
Client Interviews : Candidates who finish training will participate in customer interviews to showcase their skills and align with specific client needs.
Final Selection : Once there’s a good match, you’ll join the Edge Global Talent Community , ready to make an impact in the world of healthcare.

Why Choose Edge?

Be part of a dynamic, global community that values your skills.
Work on projects that make a real difference in people's lives.
Enjoy a clear path for career growth and development.

Talent boilerplate: At Edge, we’re on a mission to create a world where geographic borders are no longer a barrier for people to obtain full-time employment and fair wages. That’s why we’ve created a global hiring network that seamlessly connects exceptional talent from all over the world with businesses in North America that most need to fill positions. The Edge Talent Network is a community of like-minded professionals through which you can unlock your potential, showcase your skills, and earn what you’re worth. Equal opportunity employer statement: Edge is proud to be an equal-opportunity employer. We are committed to fostering a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, veteran status, or any other legally protected basis.

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