Bookkeeper [Part-Time, W2]

Are you a highly organized, detail-loving bookkeeping professional looking for a flexible part-time role? Do you enjoy keeping financial systems clean, accurate, and running smoothly? If so, we’d love to meet you.

We’re looking for a Part-Time Bookkeeper to help support our finance operations with a strong focus on carrier statement reconciliation and QuickBooks Online vendor management. This role is perfect for someone who enjoys problem‑solving, takes pride in accuracy, and thrives in a supportive but fast-paced environment.

What You’ll Do

1. Carrier Statement Reconciliation

• Download, track, and reconcile monthly carrier commission statements
• Match commission payments to internal production reports and CRM data
• Identify missing commissions, discrepancies, or variances
• Maintain accurate logs of received and outstanding commissions

2. QuickBooks Data Entry & Vendor Management

• Enter new vendors into QuickBooks Online and maintain existing vendor records
• Update vendor profiles (addresses, W‑9 details, payment terms)
• Code transactions to the proper accounts and classes
• Support AP/AR functions including invoice entry, payment prep, and light collections follow‑up

3. General Bookkeeping Support

• Assist with monthly bank and credit card reconciliations
• Upload and organize financial documents in SharePoint, Teams, etc.
• Help support month‑end close reporting and data exports
• Maintain spreadsheets, tracking logs, and internal accounting tools

What You Bring

• 1–3 years of bookkeeping or accounting experience
• Strong proficiency in QuickBooks Online
• Experience reconciling statements (carrier or vendor statements a major plus)
• Comfortable using Excel/Google Sheets (sorting, filtering, basic formulas)
• High attention to detail and accuracy
• Strong organizational and communication skills
• Ability to meet deadlines and work independently

Bonus Skills (Not Required)

• Experience with CRM or policy management systems
• Familiarity with commission workflows or insurance carriers
• Knowledge of basic accounting principles

Working Conditions:

• Stationary role, operating a computer and office equipment. 
• Light lifting (up to 25 lbs.). 
• Onsite at our Brentwood, TN office. 15 hours/week, preferably 3 days at 5 hours each day.

Why Join Us?

• Competitive pay based on experience.
• Paid sick time.
• Positive work environment with room for growth.
  

What We’re Looking For: 

• Want It: 
  You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job. 

• Get It: 
  You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise. 

• Capacity to Do It: 
  You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets. 

Our Core Values: 

• Client-Centric Service: Always put the client first. 

• Integrity: Do the right thing, every time. 

• Positivity: Bring energy and optimism to every interaction. 

• Growth Mindset: Embrace learning and continuous improvement. 

Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join My Senior Health Plan and help us serve the Medicare-eligible population!  

My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.  

*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. My Senior Health Plan.com Inc. participates in E-Verify.

AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.