Bookkeeper/ Administration

Posted 19 Days Ago
Be an Early Applicant
Wellesley, MA, USA
In-Office
68K-85K Annually
Mid level
Insurance
The Role
The Bookkeeper/Administration Manager oversees financial operations, including managing accounts payables and receivables, preparing reports, and analyzing financial data in a collaborative team environment.
Summary Generated by Built In

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Bookkeeper/Administration Manager

About Cross Insurance – Wellesley

As a Cross Insurance branch, we pride ourselves on a corporate culture where the customer comes first and employees are treated like family. The 45+ insurance professionals at the branch are our greatest asset, and it is through their outstanding customer service we have been able to differentiate ourselves from other New England insurance agencies. Apply to our team today!

Job Description- Administrative Manager/Bookkeeper

Cross Insurance – Wellesley is seeking and a full –time Bookkeeper/Administrative Manage with at least 3 years of experience in accounting to join our agency. We are a large fast-paced insurance agency which prides ourselves on working collaboratively as a team. The ideal candidate should possess strong analytical and problem-solving accounting skills with the ability to build strong working relationships through effective communication practices. To be successful in this role one must be detail oriented, organized, and be able to meet deadlines without sacrificing quality. A background in the insurance industry would be a plus.

Major Responsibilities
  • Oversee monthly closing, managing accounts payables, accounts receivables, and invoicing.
  • Collaboratively work with Department Managers and staff to ensure clients and carrier account accuracy.
  • Prepare and develop accounting reports from our agency management system
  • Analyze financial data and commission reports to discover discrepancies
  • Maintain all processes related to bank depository accounts
  • Answer accounting and financial questions by researching and interpreting data

Attributes which will make you shine:

  • 3+ years of accounting or bookkeeping experience
  • Self-motivated with the ability to work independently and resourcefully
  • Microsoft Office with proficiency in Excel
  • Excellent communication and leadership skills
Benefits
  • Competitive salary commensurate with experience
  • Rich Benefit Package Compensation

The base salary range for this role is $68,000- 85,000 (annually) ].  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Skills Required

  • 3+ years of accounting or bookkeeping experience
  • Proficiency in Microsoft Office and Excel
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The Company
HQ: Bangor, ME
749 Employees
Year Founded: 1954

What We Do

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

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