Mid-Level Bookkeeper for An Insurance Company

Job description
MCVO Talent Outsourcing Services is urgently looking for a Mid-Level Bookkeeper for An Insurance Company.

Performs a wide variety of bookkeeping and accounting tasks.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

– Supports all facets of bookkeeping and accounting-related tasks such as accounts payables, accounts receivables, cash posting and basic bookkeeping.

– Reconciles bank statements and credit card statements

– Prepares monthly financial statements
May assist with processing payroll

– Works within Management System Applied Epic which is a CRM specifically for insurance companies

– Works in Quickbooks Online, Bill.com & other financial management software as necessary

– Transfer information between Quickbooks Online & Applied Epic Accounting

– Desire to learn insurance agency accounting is necessary

– Prepare weekly reports & KPI’s as determined by the leadership team

– Assists with general admin support

– Assists with the transition from QuickBooks Desktop to QBO

– Develop SOP’s

– Resolve problems and challenges
Communicate with client Manager and technical staff and escalate outstanding issues when required.

– Identify issues that cannot be resolved remotely in a quick and efficient manner.

– Fluency in English writing and speaking are required.

Key Qualifications include the following.

3-5 years of Bookkeeping experience
Intermediate Excel and Google Sheets
Strong attention to detail

If working from home, a strong internet connection to handle transfers of large files

Shift/Hours: 2:00 AM CST – 11:00 AM CST (which is 3:00 PM PH– Midnight in PH)


– Professional Development : Training , training and lots of it!

– Competitive outsource monthly salary (higher than normal salary benchmark).

– Excellence health benefits with employee plus dependent 100% covered with monthly prescription allowance, daily transportation allowance, and drinks /snacks provided.

– 3 weeks PTO + US holidays+ your birthday as paid time off.

– Company team building /outings.