Bilingual Sales Agent Trainee at Keeper

Elgin, Illinois, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

High School Diploma or GED
Six months of Customer Service experience
Prior insurance experience preferred
Bilingual in English and Spanish
Ability to travel locally
Basic knowledge of computer systems such as Microsoft Office, internet browsers, etc
Strong customer service skills
Effective oral and written communication skills
Interpersonal skills to deal openly, honestly, and professionally with internal and external customers

Responsibilities

Provides support to customers and interfacing agents by answering questions regarding policy status, underwriting guidelines, and policy billing
Communicates policy status, underwriting rules, and billing breakdowns efficiently and effectively, utilizing a thorough understanding of all Kemper systems
Provides information and works to address customer concerns
Appropriately escalates and refers matters beyond authority limits based on departmental guidelines or expertise to the appropriate person or area
Keeps informed regarding industry information, new product development, coverages, and technology to continuously improve knowledge and stay current
Processes payments while maintaining proper cash handling procedures
May be required to work in one or more retail locations based on staffing needs
Performs other related duties as assigned

Skills

Customer Service

Bilingual English Spanish

Insurance Policies

Underwriting Guidelines

Policy Billing

Cash Handling

Escalation Procedures

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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