Insurance Bookkeeper

DO NOT APPLY IF YOU HAVE NOT WORKED AS BOOKKEEPER FOR PROPERTY AND CASUALTY INSURANCE AGENCY USING AN AGENCY MANAGEMENT SYSTEM

Location: Remote (Preferred candidates located in Missouri, Kansas, Nebraska, New York, Georgia, Oklahoma, or Florida)

About Linchpin

Linchpin is a national insurtech company dedicated exclusively to the insurance industry. Our team helps agencies operate more efficiently through specialized technology, accounting, automation, and operational support services. We understand insurance because it's all we do.

Position Overview

Linchpin is seeking an experienced Insurance Bookkeeper to join our growing Accounting Services team.

This is not a traditional bookkeeping position. The ideal candidate will have hands-on experience working within a property & casualty insurance agency and understand the unique accounting requirements associated with insurance operations, including trust accounting, direct bill reconciliation, producer payables, and agency management systems.

If you've worked in insurance accounting and enjoy solving problems, creating accurate financial records, and supporting agency operations, we'd love to hear from you.

Key Responsibilities

• Record and maintain accurate financial transactions within agency management systems and accounting platforms
• Reconcile direct bill statements and carrier payables
• Process and reconcile producer commission statements and payables
• Manage trust account activity, payments, and transfers
• Perform bank and account reconciliations
• Prepare and post journal entries
• Assist with month-end closing activities
• Maintain organized financial records and documentation
• Collaborate with internal team members and agency clients to resolve accounting discrepancies
• Support accounting cleanup, process improvement, and special projects as needed

Required Qualifications

• Minimum 3 years of property & casualty insurance agency accounting or bookkeeping experience
• Experience working in an insurance agency management system
• Strong understanding of insurance accounting principles, including trust accounting and direct bill processing
• Experience preparing and posting journal entries
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills
• Ability to work independently in a remote environment
• Experience with accounting software such as QuickBooks and related financial systems
• Experience with Applied Epic, AMS360, or similar agency management platforms

Preferred Qualifications

• Bachelor’s degree in accounting, business, or a related field
• Experience supporting multiple insurance agencies or locations
• Advanced Excel skills

What Sets You Apart

• You understand the difference between agency bill and direct bill accounting
• You know how insurance transactions flow through an agency management system
• You can identify discrepancies, investigate issues, and resolve them independently
• You take pride in producing accurate, reliable financial records

If you're looking for an opportunity to apply your insurance accounting expertise with a team that understands the industry, we'd love to connect.

Compensation determined by geographical location and experience but expected to fall within the range of $65,000 - $85,000 annually.

Industry

• Business Consulting and Services

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Retirement plan
• Vision insurance
• Work from home

Work Location: Remote