Bookkeeper - Insurance

Job Title: Office Assistant / BookkeeperWork Schedule: Full-Time | 9:00 AM – 5:00 PM ESTLocation: RemoteWe invite applications for the position of Office Assistant / Bookkeeper to facilitate the daily financial and administrative operations of our client's enterprise. The ideal candidate should possess a friendly demeanor, strong attention to detail, and a proactive mindset, demonstrating the ability to take initiative while managing bookkeeping duties effectively.Key Responsibilities:Execute basic bookkeeping responsibilities, including the receipt, categorization, and organization of bills.Accurately record and reconcile payments within QuickBooks to ensure precise financial management.Maintain organized records and manage vendor communications efficiently.Develop and manage spreadsheets utilizing Excel and Google Sheets for reporting and tracking purposes.Provide assistance with administrative tasks and support overall office coordination.Requirements:Expertise in QuickBooks, Excel, and Google Sheets.Previous experience in the insurance sector is required.Exceptional organizational skills and acute attention to detail.Outstanding communication abilities, both written and verbal.Capacity to work independently and take initiative in daily operations.Benefits:Weekly pay scheduleRemote work flexibility

Job Overview:Join our dynamic team at Remote VA as a meticulous Bookkeeper. In this pivotal role, you will be responsible for upholding precise financial records, handling transactions, reconciling accounts, and contributing to the company's financial well-being. This full-time position requires exceptional organizational skills and the capability to operate independently with minimal oversight.Key Responsibilities:Accurately record daily financial transactions in the general ledger.Oversee accounts payable and accounts receivable duties, including invoicing, billing, and collections.Regularly reconcile bank statements, credit card accounts, and other financial records.Process payroll and maintain detailed employee expense documentation.Assist in month-end and year-end financial closing activities.Compile financial reports such as balance sheets and profit & loss statements.Organize and maintain financial files and documentation systematically.Ensure adherence to company policies and applicable accounting standards.Collaborate with management and external accountants during audits and tax preparations.Provide support to the finance team with various tasks as required.

Job Description: Tax Filing and Bookkeeping SpecialistPosition Overview: We are seeking a detail-oriented Tax Filing and Bookkeeping Specialist to join our dynamic finance team. In this remote role, you will be integral in maintaining precise financial records, preparing tax submissions, and ensuring adherence to local, state, and federal regulations. Your ability to effectively connect with clients and understand their needs will be crucial in delivering exceptional service.Essential Duties:Maintain meticulous financial records, including accounts payable, accounts receivable, and general ledger entries.Prepare and file tax returns while ensuring compliance with all applicable regulations.Reconcile bank statements and track cash flow for optimal financial oversight.Assist in the creation of financial statements, reports, and budgets.Ensure compliance with tax laws and regulations through diligent monitoring.Address tax-related inquiries and liaise with tax authorities as necessary.Process payroll and guarantee timely and accurate salary payments to employees.Conduct regular audits to identify discrepancies and correct financial records.Work collaboratively with internal and external auditors for timely completion of audits.Support the annual budget preparation process and assist with financial forecasting.Provide clear communication with clients, vendors, and team members to ensure accuracy in all financial dealings.Deliver outstanding customer service by promptly addressing client inquiries via email, phone, and chat.Manage client accounts using file management systems to ensure all documents are organized for tax filings.Assist clients in compiling necessary documents for tax preparation and bookkeeping.Schedule and coordinate client meetings, including quarterly reviews and tax planning consultations.Monitor the tax preparation pipeline to ensure timely submission of required documents by clients.Assist with basic bookkeeping tasks, including access requests to financial systems and journal entry preparation.Facilitate communications regarding tax projections, extensions, and filing processes.Support tax preparers by addressing client questions and ensuring seamless preparation stages.Uphold confidentiality and security of all financial data.

Job Title: Insurance BrokerLocation: Remote Employment Type: Full-timeAbout the Role:Join our dynamic team as an experienced Insurance Broker. In this pivotal role, you will be responsible for quoting new insurance policies, establishing relationships with new carriers, and nurturing strong connections with clients and insurance providers. Your expertise will ensure that clients receive optimal coverage solutions tailored to their unique needs.Key Responsibilities:Provide quotes and issue new insurance policies across various lines.Research and build partnerships with new insurance carriers.Stay informed about the latest insurance products, coverage options, and underwriting guidelines.Advise clients on the most suitable insurance plans based on their specific needs and financial circumstances.Negotiate terms and coverage with carriers to guarantee competitive pricing and ensure client satisfaction.Manage renewals, endorsements, and policy servicing with efficiency.Establish and maintain strong client relationships through effective communication and dependable service.Ensure compliance with all relevant regulations and company standards.

Outsourcing Advantage is in search of a meticulous and committed NYS Title Insurance Team Member to join our team specializing in real estate transactions. In this pivotal role, you will assist in processing title insurance policies and ensuring adherence to New York State regulations. Our ideal candidate will have exceptional organizational skills and a comprehensive understanding of the title insurance process.Key ResponsibilitiesAssist in the preparation and review of title insurance policies, building loan contents, and associated documents.Conduct thorough title searches and compile title abstracts to confirm property ownership.Perform survey readings.Compile and review closing packages.Ensure compliance with New York State title insurance regulations and guidelines.Maintain precise records and documentation throughout the title insurance process.Work closely with team members to enhance processes and boost efficiency.Address inquiries and resolve title-related issues promptly.