CPA Bookkeeper - Insurance Accounting Specialist

Overview

Role involves managing financial records and accounting for an insurance agency.

Ideal candidate should have 3+ years of bookkeeping experience with a focus on insurance accounting.

Locations

• Philippines

Requirements

• CPA license required
• 3 years bookkeeping/accounting experience
• 1-2 years in insurance industry
• Proficiency in Applied Epic required
• Strong knowledge of accounting practices for personal and commercial lines
• Proficient in Microsoft Excel and accounting software
• Strong English communication skills
• Ability to work independently in a remote setting

Responsibilities

• Maintain general ledger and accounting records
• Reconcile premium payables and trust accounts
• Manage receipts and disbursements
• Process accounts payable and receivable
• Perform monthly bank reconciliations
• Assist with month-end and year-end closing
• Generate financial statements and reports
• Ensure compliance with accounting regulations