Assistant For Dedicated Insurance Agency US

CuttingEdge BPO is seeking a highly organized Virtual Assistant to support a dedicated insurance agency operating in the United States. This full-time position requires the candidate to manage bookkeeping tasks, including transaction categorization and bank reconciliations, primarily through QuickBooks Online. The role involves detailed handling of commission reconciliations, financial record maintenance, and client communication aligned with US business hours. The Virtual Assistant will work closely with US-based clients, ensuring clear and professional interaction both in written and verbal English. This position demands strong attention to detail, accuracy, and the ability to multitask across several accounting and administrative systems. The ideal candidate is an accountable and technically capable professional with at least one year of experience in bookkeeping or related fields. While insurance industry knowledge is preferred, comprehensive training on insurance operations and client-specific processes will be provided. The position does not involve managing a team but requires autonomous work with consistent adherence to standard operating procedures and daily reporting. Effective communication skills and the ability to resolve discrepancies in financial statements are critical to successfully fulfilling this role within a fast-paced environment.
Responsibilities

Maintain accurate bookkeeping and transaction records using QuickBooks Online.
Perform bank and credit card reconciliations to ensure financial accuracy.
Categorize transactions properly and prepare journal entries as needed.
Support accounts payable and accounts receivable processes.
Reconcile insurance commission statements thoroughly and identify payment discrepancies.
Communicate professionally with US-based clients via emails and phone calls.
Handle client inquiries, follow-ups, and routine email correspondence efficiently.
Adhere to established standard operating procedures and submit detailed end-of-day reports.
Manage multiple accounting and administrative systems simultaneously while ensuring task accuracy.
Collaborate with team members and supervisors to resolve financial and operational issues promptly.
Ensure confidentiality and security of sensitive client and financial information.
Provide feedback and suggestions to improve daily accounting and client communication processes.