Job Description

Job Title : Insurance Bookkeeper & Project Coordinator
Location : San Antonio, TX
Hours : Full Time About Us :
Pathfinder Insurance Group is a reputable insurance agency dedicated to providing top-tier services to our clients. With a strong commitment to excellence and precision, we pride ourselves on maintaining accurate financial records and delivering reliable results.
We are currently seeking a detail-oriented and experienced Full-Time Insurance Bookkeeper to join our team. If you have a knack for numbers and a passion for accuracy, we want to hear from you! Key Responsibilities :

• Manage day-to-day bookkeeping tasks, including accounts receivable.
• Reconcile client invoices, and payments.
• Prepare financial reports and assist with monthly/quarterly/annual closings.
• Maintain accurate records of premiums, and policy-related transactions.
• Collaborate with the insurance team to ensure accurate financial data tracking.
• Assist with audits and compliance requirements specific to the insurance industry.
• Utilize accounting software to manage and streamline bookkeeping tasks.
• Assist agency in implementing Artificial Intelligence “AI” practices.

Qualifications :

• Proven experience as a bookkeeper, preferably within the insurance or financial services industry.
• Proficiency in Excel. Applied EPIC experience is a plus.
• Strong understanding of accounting principles and insurance-related financial processes.
• Excellent organizational skills and attention to detail.
• Ability to handle confidential information with discretion.
• Strong communication skills to work effectively with team members and external stakeholders.
• Certification in bookkeeping or accounting is a plus.

What We Offer :

• Competitive compensation.
• Opportunity to work in a supportive and collaborative environment.
• Potential for growth within the company.

Job Tags

Full time

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