Controller

Controller / BookkeeperCompany: Insurance Service Company Location: San Francisco Bay Area — remote/work-from-home, but candidate must reside near Daly City / San FranciscoEmployment Type: Full-Time.Position SummaryThe Controller/Bookkeeper will oversee the company's core financial functions — including premium accounting, commission remittance, payroll, and bill management — while also handling internal HR administration (employee benefits), co. insurances and communicate with our state third-party insurance licensing vendor. This is a remote position; however, the candidate must be based in or near Daly City/San Francisco to allow for occasional in-person coordination.Key ResponsibilitiesPremium Accounting (Daily)Perform daily premium accounting functions, ensuring accurate and timely processingFacilitate premium and commission disbursements. Reconcile premium accounts, carrier statements, and commission reportsTrack and resolve discrepancies in premium and commission payments, produce financial documents as requested/needed. Accounting & BookkeepingManage day-to-day bookkeeping using [QuickBooks / Quicken accounting software]Process and pay internal company bills and vendor invoicesMaintain the general ledger, reconcile bank and credit card accountsPrepare monthly/quarterly financial statements and reports for managementAssist with budgeting, cash flow monitoring, and year-end closeCoordinate with outside CPA/tax preparer, carrier and TPA audits as needed.PayrollProcess payroll for W-2 employees and payments for 1099 contractors through our 3rd party vendor Paychex. Ensure accurate and timely tax withholdings, filings, and paymentsMaintain payroll records and respond to employee payroll inquiriesHuman Resources AdministrationAdminister internal employee benefits, including health, dental, and retirement plansMaintain HR files, and manage internal insurances (i.e. E&O, Cyber Insurance). Ensure compliance with applicable regulationsLicensing CoordinationManage producer/agency licensing requirements in coordination with the company's third-party licensing vendorEnsure timely submission of licensing paperwork and compliance documentationQualifications5+ years of bookkeeping/accounting experience; insurance industry experience strongly preferred (premium accounting, commission processing)Experience processing payroll for both W-2 employees and 1099 contractorsFamiliarity with employee benefits administration (health, dental, retirement/401(k))Working knowledge of insurance licensing processes a plusProficiency with accounting software (e.g., QuickBooks) and Microsoft ExcelStrong organizational skills and high attention to detailAbility to work independently in a remote environment while maintaining regular communicationMust reside in or near Daly City/San Francisco, CA and be highly trustworthy. Preferred SkillsPrior experience at an independent insurance agency, MGA, or wholesalerExperience working with insurance carrier and broker commission statementsWork EnvironmentRemote/work-from-home positionMust be located in the San Francisco Bay Area, near Daly City/San Francisco, for occasional in-person meetings or document handlingMonday–Friday, 9:00 AM–5:00 PMBenefitsHealth/dental/retirement, PTO