We are a fast-growing insurance agency seeking an experienced, dependable, and detail-oriented Bookkeeper to join our team. This role is critical to maintaining the financial integrity of the agency and supporting day-to-day operations through accurate recordkeeping, timely reporting, and regulatory compliance.

The position is responsible for managing and maintaining the agency’s financial records and transactional activity with a high level of accuracy and consistency. This position oversees accounts payable and receivable, reconciles bank and agency accounts, tracks client payments, and ensures compliance with all applicable accounting standards and regulatory requirements. The Bookkeeper prepares financial reports, supports month-end and year-end close processes, and may assist with budgeting and forecasting activities.

Salary Range: $55,000.00 - $68,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

QUALIFICIATIONS:

• Associate’s degree in business administration or related field. 
• 3-5 years of full-charge bookkeeping experience. 
• Proficient in use of Microsoft Office Suite and Adobe Pro.
• Knowledge and experience with Epic software a plus. 

KNOWLEDGE, SKILLS, AND ABILITIES:

• Solid understanding of bookkeeping principles, including accounts payable and accounts receivable.
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities, with the capacity to prioritize tasks effectively.
• Demonstrated ability to calculate, post, and manage accounting figures and financial records accurately.
• Ability to work independently as well as collaboratively within a team environment.
• Professional, supportive, and responsive demeanor when working with internal and external customers.
• Exceptional attention to detail and accuracy.
• Flexibility to adapt to changing priorities and manage multiple tasks simultaneously.
• Ability to build and maintain positive working relationships.
• Commitment to maintaining strict confidentiality regarding agency finances, clients, employees, carriers, and other sensitive information.
• Strong problem-solving skills with the ability to identify issues and recommend solutions.
• Proficient computer and data-entry skills, with working knowledge of industry-related software programs.

• Implement, maintain, and document procedures governing the agency’s financial records and cash-on-hand controls.
• Administer and enforce the agency’s established credit and collection policies and procedures.
• Process and manage agency bill payables and operating expenses in accordance with established company policies.
• Monitor cash flow and ensure timely and accurate payments to vendors.
• Prepare and process deposits and transfers for the Trust Account.
• Manage E-Pay notices and accurately enter financial data into applicable software systems
• Handle direct bill sweep transmittals and oversee positive pay transactions.
• Issue checks to clients for return premiums and overpayments.
• Process tax payments and ensure compliance with all applicable legal and regulatory requirements.
• Maintain, monitor, and audit special accounts, including petty cash and other agency-related accounts.
• Facilitate and coordinate premium finance contracts with third-party providers.
• Prepare journal entries on customer accounts as requested by authorized personnel.
• Reconcile all agency accounts, including Operating, Trust, General Ledger, and Credit Card accounts.
• Prepare and post monthly and annual journal entries in support of financial statements.
• Establish, prepare, and distribute financial reports within three business days following month-end.
• Review and validate financial records and statements for accuracy, completeness, and proper account classification.
• Ensure compliance with accounting systems, internal controls, insurance carrier requirements, and state regulations.
• Respond to internal and external inquiries; research and resolve financial transaction discrepancies.
• Assist Account Managers with invoicing issues and payment discrepancies.
• Conduct routine and special audits; research and correct data to maintain financial integrity.
• Provide backup coverage for reception phone duties as needed.
• Perform additional duties as assigned by management.

As one of the most professional insurance agencies in the state of New Mexico, Berger Briggs offers an unparalleled combination of extensive industry contacts, in-house expertise, forward-thinking innovation and comprehensive personal service. Our People are the backbone of Berger Briggs. Our employees are leaders in their fields and bring extensive product knowledge, broad industry education, and a dedication to thoughtful and innovative solutions for the client's insurance needs. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to join our team today!