AAC Accounting Operations Representative at Keeper

Downers Grove, Illinois, United States

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$32,900 – $54,800Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

High School Diploma or equivalent
Self-motivated and efficient all-around contributor to maintain a diverse set of key responsibilities and serve as a back-up to others
Part of a small team that works together to cover a wide range of business processes and functions
Minimum 3 years experience in operations office environment working detailed processes with some customer service exposure
Fundamental business and accounting knowledge required with Insurance basics preferred
Systems and spreadsheet experience and capabilities

Responsibilities

Daily Payment Execution and Controls
Agent Sweeps
Positive Pay
Voids
Prem Refund Recon
Claims, Refund and Void 3 way recon
Daily Mail Payment Processing
System Vendor Maintenance (1099’s)
Agent Receivable tasks
Aging report
Collection calls
Payment processing

Skills

AAXIS

Positive Pay

Agent Sweeps

Payment Processing

Reconciliation

1099 Processing

Accounts Receivable

Collections

Excel

Insurance Operations

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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