Insurance Bookkeeper

Location: New Bern, NC (Remote candidates considered)

Job Type: Full-Time or Part-Time (Flexible based on experience)

Position Summary:

The Pemberley Group is 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
Comfortable working remotely and communicating proactively

Work Environment:

Home office is based in New Bern, NC
Local candidates are preferred, but remote applicants will be considered based on experience and fit