Finance Administration / Bookkeeper – Insurance

Brandt Insurance Services
Santa Rosa, CA Full-time
Posted on August 10, 2019

Job Requirements:

  • General knowledge of bookkeeping and accounting procedures (competency in MS Excel and Quickbooks)
  • AMS360 software experience a plus
  • Excellent customer service skills
  • Effective verbal and written communication skills
  • Strong organizational skills with the ability to manage priorities and workflow
  • Must have 3-5 years' experience in general accounting or staff accounting
  • Positive, can do attitude, that enjoys working with others, but can function independently.


Job Title Responsibilities include:

  • Accounts Payable & Accounts Receivable
  • Bank Reconciliations
  • Accurately maintain Trust account balances
  • Agency Licensing and Appointments
  • Compile sales info and send reports to sales team
  • Support with incoming calls


Please email resume.