Bookkeeper

Insurance Bookkeeper needed in New Bern! This position will be 20 hours a week to start, for the first 6 months, and has the potential to become full time. 

For now, it will be 4 hours a day, Monday to Friday. 

Pay is DOE

We are seeking a detail-oriented and proactive Bookkeeper to join our team. While experience in the insurance industry—especially with independent agencies or wholesalers—is a plus, we’re happy to train the right candidate on the niche-specific aspects of the role. If you’re an experienced bookkeeper with a strong foundation in accounting principles and a desire to learn, we want to hear from you.

This role involves managing the day-to-day financial operations for our clients with precision and integrity. It’s perfect for someone who enjoys numbers, takes pride in their work, and thrives in a collaborative and flexible environment.

Key Responsibilities:

Maintain accurate financial records for insurance clients

Process payroll and payroll-related entries

Reconcile bank and credit card accounts

Prepare monthly financial statements and reports

Manage journal entries and general ledger maintenance

Assist with budgeting and forecasting as needed

Coordinate with client teams and internal staff to ensure data accuracy and timeliness

Ideal Qualifications:

2+ years of bookkeeping or accounting experience

Proficiency with QuickBooks Online

Familiarity with general accounting principles (GAAP preferred)

Exposure to insurance agency management systems (AMS) such as Applied EPIC, HawkSoft, TAM, etc. is a plus, but not required

Eagerness to learn and adapt to the insurance industry

Strong attention to detail and organizational skills

Ability to work independently and meet deadlines

Who You Are:

A self-starter who takes ownership of your work

A team player who thrives in a collaborative, flexible environment

Detail-oriented with strong problem-solving and organizational skills

Reliable and trustworthy, with a high degree of discretion and professionalism