Company Overview
Donn Gerelli Associates Insurance Agency, Inc. is a locally focused insurance agency that has been serving Croton-on-Hudson and nearby communities in Connecticut, New Jersey, and New York since 2003. We prioritize protecting our clients with the same care and commitment as we do our own family, fostering a trusted and supportive environment. Team members work closely with individuals, families, and businesses to understand their unique needs and recommend appropriate coverage; valuing long-term relationships, personalized service, and a community-oriented approach to insurance.
Job Overview
We're seeking an experienced Bookkeeper to join our growing agency. This is an excellent opportunity for someone who is detail-oriented, organized, and comfortable managing financial accuracy behind the scenes.
As a valued member of our team, you'll manage agency accounts, reconcile commission deposits from brokerages and carriers, and handle invoicing and payment tracking for agency-billed policies, all while working closely with an experienced, supportive team.
Responsibilities
- Manage and reconcile agency accounts
- Review and process commission deposits from brokerages and carriers
- Verify commission statements against expected payouts and flag discrepancies
- Handle invoicing for agency-billed policies
- Track and manage payments on agency-billed accounts, including following up on outstanding balances
- Maintain accurate, organized, audit-ready financial records
- Prepare regular reports on commission and billing status for management
- Assist with month-end and year-end financial coordination
- Collaborate with carriers and agency staff to resolve billing or payment discrepancies
- Maintain accurate records in agency management and accounting systems
Qualifications
- 2+ years of bookkeeping or accounting experience (required)
- Insurance agency or commission-based bookkeeping experience preferred
- Experience with AMS360 and Microsoft Office, especially Excel
- Strong attention to detail and accuracy, especially with financial reconciliation
- Excellent organizational and time-management skills
- Able to work independently and follow up on outstanding items without being prompted
- Comfortable managing confidential financial information
- Ability to work on-site full time in Croton-on-Hudson, NY and collaborate effectively with a small team
Benefits
We partner with Insperity, a Certified Professional Employer Organization (CPEO), to give our team the same high-level benefits and HR resources typically offered by the largest agency groups. That means:
- Comprehensive Health, Life, Dental, and Vision Insurance
- 401(k) retirement plan
- Generous Sick Leave, Paid Time Off, and Parental Leave
- Streamlined payroll and dedicated HR support for questions and issues
- Access to the Insperity Perks Marketplace
- Opportunities for professional growth and advancement
- A collaborative and supportive team environment
Location: Croton-on-Hudson, NY
Job Type: Full-Time, In-Person
Pay: $24.00 – $30.00 per hour
Equal Employment Opportunity (EEO)
Donn Gerelli Associates Insurance Agency, Inc. is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other status protected by federal, state, or local law.
Job Type: Part-time
Pay: $24.00 - $30.00 per hour
Physical Setting:
Experience:
- Bookkeeping: 2 years (Required)
Ability to Commute:
- Croton-on-Hudson, NY 10520 (Required)
Work Location: In person
