Bookkeeper (Insurance) Full Time

Summary:

The Bookkeeper (Insurance) role at Select Assistants, a New York-based insurance agency, supports a rapidly growing team by managing financial transactions remotely in South Africa. Select Assistants bridges global talent with American companies, emphasizing team synergy and accuracy in high-volume financial operations for business insurance coverage.

Responsibilities:

• Ensure client payments are received, processed, and correctly applied to policies.
• Reconcile accounts daily, tracking multiple transactions and resolving discrepancies immediately.
• Sort and analyze incoming financial data, identifying what needs to be recorded.
• Work closely with internal teams and carriers to clarify and resolve payment-related issues.
• Identify inconsistencies, ensuring all financial records are clean and error-free.
• Think critically—not every transaction is straightforward, and you’ll need to sort through the details to ensure accuracy.
• Utilize Excel and financial software to efficiently track and organize transactions.
• Work within agency management software to maintain accurate financial records.
• Adapt quickly to new tools and systems, ensuring seamless financial operations.

Requirements:

• Bookkeeping experience in an insurance agency or high-volume financial environment is preferred.
• Extreme attention to detail—you’ll be managing large amounts of financial data daily.
• Strong problem-solving skills—you can identify and resolve discrepancies with ease.
• Fast and efficient—you can keep up with a high transaction workload.
• Tech-savvy—experience in financial software and Excel proficiency is a plus.
• Experience with agency management software (or the ability to learn quickly).

Benefits:

• Work From Home – Enjoy the flexibility of a remote role while making a real impact.
• Fast-Paced & High-Growth Environment – Be part of an expanding team with room for growth.
• Key Financial Role – Your accuracy and efficiency directly impact our success.