Part-Time Bookkeeper / Financial Assistant

Responsibilities

• Manage day-to-day bookkeeping using QuickBooks.
• Track, process, and reconcile client payments across carriers, finance companies, and our agency management system (EPIC).
• Submit payroll and ensure commission payouts are properly allocated to producers and staff.
• Work with management and remote bookkeeping support to align financial records.
• Provide accurate reports for our CPA, converting data outputs into QuickBooks.
• Research and resolve financial discrepancies independently, presenting solutions rather than problems.
• Handle incoming checks, invoices, and other financial documents that require in-office attention.

Requirements

• Proven bookkeeping experience with proficiency in QuickBooks (required).
• Strong problem-solving skills with a “find the answer” mindset.
• Exceptional organizational skills and attention to detail.
• Able to work independently, research issues, and present solutions.
• Comfortable working in a digital, paperless environment.
• Payroll and commission reconciliation experience strongly preferred.
• Insurance industry or Applied Epic experience a plus (ideal candidate).

Schedule & Pay

• Part-time: 20 hours per week
• Preferred schedule: Monday–Friday, 8:30 AM – 12:30 PM (flexible within office hours: 8:30 AM – 5:00 PM).
• Pay: $20–$25 per hour, based on experience.
• No benefits offered for this role.

About the role

Brown Insurance Services has been proudly serving Florida since 1974 as a family-owned, independent agency. We represent over 80 carriers and are committed to delivering outstanding service while creating a positive, growth-minded environment for our team.