Bookkeeper

San Antonio, TX
Full Time
Entry Level
Job Title: Insurance Bookkeeper & Project Coordinator
Location: San Antonio, TX
Hours: Full Time
About Us:
Pathfinder Insurance Group is a reputable insurance agency dedicated to providing top-tier services to our clients. With a strong commitment to excellence and precision, we pride ourselves on maintaining accurate financial records and delivering reliable results.
We are currently seeking a detail-oriented and experienced Full-Time Insurance Bookkeeper to join our team. If you have a knack for numbers and a passion for accuracy, we want to hear from you!
Key Responsibilities:
  • Manage day-to-day bookkeeping tasks, including accounts receivable.
  • Reconcile client invoices, and payments.
  • Prepare financial reports and assist with monthly/quarterly/annual closings.
  • Maintain accurate records of premiums, and policy-related transactions.
  • Collaborate with the insurance team to ensure accurate financial data tracking.
  • Assist with audits and compliance requirements specific to the insurance industry.
  • Utilize accounting software to manage and streamline bookkeeping tasks.
  • Assist agency in implementing Artificial Intelligence “AI” practices.
Qualifications:
  • Proven experience as a bookkeeper, preferably within the insurance or financial services industry.
  • Proficiency in Excel. Applied EPIC experience is a plus.
  • Strong understanding of accounting principles and insurance-related financial processes.
  • Excellent organizational skills and attention to detail.
  • Ability to handle confidential information with discretion.
  • Strong communication skills to work effectively with team members and external stakeholders.
  • Certification in bookkeeping or accounting is a plus.

What We Offer:
  • Competitive compensation.
  • Opportunity to work in a supportive and collaborative environment.
  • Potential for growth within the company.
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