Outsourced Agency Bookkeeper

Full-Time | Remote

We are looking for an enthusiastic professional to join the KiteTech Agency Consulting Team! The purpose of the Outsourced Agency Bookkeeper position is to provide high-quality bookkeeping services for KiteTech’s insurance agency clients who do not have the internal resources to hire or manage accounting staff.

The Outsourced Agency Bookkeeper will work with a KiteTech accounting resource lead to identify and execute the agency’s bookkeeping needs. While accounting expertise and management support is provided, the position requires day-to-day self-management skills.

Expectations and Responsibilities

Assist KiteTech accounting resource in determining agency’s bookkeeping needs and establishing a schedule and time commitment necessary to meet those needs.

Independently perform key bookkeeping tasks including entering receipts/disbursements, reconciling premium payables, direct bill commission recording, reconciling bank statements, payroll recording, and performing month-end closing tasks including journal entries and monthly financial reporting.

Manage company, broker, and vendor payables and/or work with client to coordinate payments.

Maintain knowledge of Applied Epic bookkeeping best practices.

Collaborate regularly with client to discuss and resolve any issues to the satisfaction of the client. This includes email and video calls.

Maintain real-time documentation of work activities for the purpose of recording progress and ensuring accurate client billing.

Possess reliable home internet connection for video meetings and a dedicated workspace.

Preferred Candidate Requirements

2+ years of working as a bookkeeper in any industry and/or working within an insurance agency that uses the Applied Epic agency management system.

Proficient with M365 applications.

Experience successfully working independently, as well as collaboratively in a remote environment.

Strong organizational and customer service skills.

Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self-service appointment setting) to maximize the virtual consulting experience for clients.

Self-motivated and agile.

Compensation and Benefits

Salary: $45,000 – $52,000 based on experience
Health: KiteTech pays 80% of total premium for employee and family
Flexible Paid Time Off
Simple IRA: 100% match for first 3%

Best Reasons to Work at Kite Technology

Opportunity to make a difference helping our clients.

Environment of teamwork and support.

Encourage personal development and continuing education.

Outstanding management and accountability processes to maximize the contribution of our teammates and their opportunity to share in our success.

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Outsourced Agency Bookkeeper

Expectations and Responsibilities

Preferred Candidate Requirements

Compensation and Benefits

Best Reasons to Work at Kite Technology

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Adam Atwell