Keeper

Commercial Casualty Litigation Adjuster

Texas, United States

Keeper Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates should have at least 2 years of experience in a customer support role, excellent written and verbal communication skills, strong problem-solving abilities, the ability to multitask and prioritize effectively, familiarity with CRM software such as Salesforce or Zendesk, and a high school diploma or equivalent; an Associate’s or Bachelor’s degree is preferred.

Responsibilities

The Remote - TX Customer Support Specialist will respond to customer inquiries via phone, email, and chat, troubleshoot customer issues and provide effective solutions, document all customer interactions accurately in the CRM system, escalate complex issues to the appropriate team members, maintain a thorough knowledge of the company’s products and services, contribute to a positive team environment, and meet or exceed individual and team performance goals.

Skills

Written Communication
Verbal Communication
Problem-Solving
Multitasking
CRM Software (Salesforce, Zendesk)
Microsoft Office Suite

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.

Key Metrics

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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