The Role
Support daily accounting and administrative functions for an insurance agency: process accounts payable, maintain QuickBooks records, prepare invoices, reconcile accounts, manage vendor/customer records, assist with payments and commissions, and provide general accounting support.
Summary Generated by Built In
We are seeking a dependable and detail-oriented Accounting & Bookkeeping Assistant to support the daily accounting and administrative functions of our insurance agency. This position is ideal for someone with accounting knowledge, strong organizational skills, and experience working with financial data.
Responsibilities:
- Process and record accounts payable transactions
- Enter, review, and maintain financial information in QuickBooks
- Prepare and send customer invoices
- Monitor outstanding invoices and assist with payment follow-up
- Perform data entry and process accounting-related documentation
- Organize vendor records, invoices, receipts, and payment information
- Reconcile accounts and help identify discrepancies
- Assist with commission, payment, and transaction records
- Maintain accurate and organized digital and physical files
- Provide general accounting and administrative support as needed
Requirements
- Must be able to work in person at our Tampa office near International Plaza
- Reliable attendance and professional demeanor
- Ability to work independently while collaborating with the accounting and operations teams
Skills Required
- Ability to work in person at Tampa office near International Plaza
- Accounting knowledge and experience working with financial data
- Experience entering, reviewing, and maintaining financial information in QuickBooks
- Reliable attendance and professional demeanor
- Ability to work independently while collaborating with accounting and operations teams
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The Company
What We Do
BIG Agency is a full-service independent insurance agency providing personal and business insurance solutions. They specialize in health, life, home, and auto insurance, aiming to offer personalized coverage options and competitive rates.
