Client Bookkeeper, Insurance

Application Requirement

To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process.

Please click the link below or copy and paste it into your browser to begin. The assessment takes approximately 5 minutes to complete.

Link: https://go.cultureindex.com/p/xkD9IeAFKrKtz9IJYcVE

The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively.

Please Note: Applications will not be reviewed or considered until the Culture Index Assessment has been completed.

About the Role

The Client Bookkeeper is responsible for managing and maintaining the accuracy of client-related financial transactions, including billing, receivables, payables, and account reconciliation. This role ensures that all financial activity related to client accounts is recorded accurately and aligns with internal systems, carrier statements, and agency processes.

The Client Bookkeeper works closely with service and accounting teams to resolve discrepancies, support client account accuracy, and ensure timely processing of financial transactions.

What Success Looks Like in This Role

• Financial Accuracy – Client transactions are recorded accurately with minimal errors or rework.
• Reconciliation Effectiveness – Discrepancies are identified and resolved promptly.
• Timeliness – Billing, payments, and reconciliations are completed on schedule.
• Process Consistency – Financial procedures are followed consistently and accurately.
• Collaboration – Works effectively with service and accounting teams to resolve issues and support operations.

Essential Duties and Responsibilities

• Process and reconcile client-related financial transactions, including billing, payments, commissions, and carrier payables.
• Maintain accurate financial records for client accounts within agency and accounting systems.
• Reconcile discrepancies between client accounts, carrier statements, and internal records.
• Monitor accounts receivable balances and follow up on outstanding payments or discrepancies.
• Assist with accounts payable functions related to client and carrier activity.
• Collaborate with Account Managers and service teams to resolve billing and financial issues.
• Ensure all financial transactions are properly documented and compliant with company policies
• Support month-end processes by ensuring client financial data is accurate, complete, and reconciled.
• Maintain organized records and documentation for audit and reporting purposes.
• Identify and communicate opportunities to improve financial processes and accuracy.

This description is not intended to be an exhaustive list of duties and responsibilities. Employees may be assigned additional responsibilities as needed to support business operations.

Skills and Attributes

• Attention to Detail – Maintains a high level of accuracy in financial data entry, reconciliation, and recordkeeping.
• Numerical Proficiency – Comfortable working with financial data, calculations, and reconciliations.
• Organizational Skills – Effectively manages multiple accounts, deadlines, and priorities.
• Technical Proficiency – Experience with accounting software (e.g., QuickBooks or similar) and Microsoft Excel.
• Communication Skills – Communicates clearly with internal teams to resolve discrepancies and support operations.
• Problem-Solving – Identifies discrepancies and works proactively to resolve issues.
• Time Management – Meets deadlines and manages workload in a fast-paced environment.
• Knowledge of Accounting Principles – Understanding of accounts receivable, accounts payable, and reconciliations.

Education

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.

Experience

• 2–4 years of experience in bookkeeping, accounting support, or financial operations.
• Experience with accounts receivable, accounts payable, and account reconciliations.
• Experience using accounting software (e.g., QuickBooks or similar systems).
• Experience working in a high-volume, detail-oriented environment.
• Industry-specific experience (e.g., Insurance) is preferred.

Certificates, Licenses, and/or Specialized Requirements

None Required

What We Offer

At Artemis Insurance, we believe our people are our greatest asset. We are committed to supporting our team members both professionally and personally.

Competitive Compensation
A competitive salary and benefits package designed to recognize your experience, performance, and contributions.

Comprehensive Benefits
Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being.

Retirement Planning
401(k) with company contributions up to 4% to help you plan for the future and immediate vesting.

Paid Time Off
Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance.

Professional Development
Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways.

Collaborative Culture
A supportive and team-oriented environment where your ideas and contributions are valued.

Community Engagement
16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events.

Physical Requirements

None Required

Work Environment and Schedule

This position may operate in an in-office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process.

Equal Opportunity Employer

Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Work Authorization

Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas.

Ready to Join Our Team?

If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team.