Keeper

Customer Service Representative - Notice of Loss

McAllen, Texas, United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

Candidates must possess at least one year of customer service or call center experience, a high school diploma or GED, excellent telephone etiquette, good typing skills at 25 WPM with 95% accuracy, and excellent planning and organizational skills. Furthermore, candidates must be bilingual in both Spanish and English.

Responsibilities

The Bilingual Customer Service Representative – Initial Loss will serve as the first point of contact for customers regarding claims, receive incoming calls, enter information into the claims system initiating the claims handling process, answer customer questions, and provide information or direct requests to appropriate departments as necessary. They will also participate in a paid state-of-the-art training program to prepare for the role and ensure success.

Skills

Customer Service
Call Center
Spanish
English
Typing (25 WPM)
Data Entry
Claims Handling

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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