Licensed Insurance Agent at Keeper

Bala Cynwyd, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Licensed Insurance Agent
Passionate about serving underserved, modest-income families
Willingness to perform frequent personal home visits with new and existing customers

Responsibilities

Collect premiums from customers
Conduct sales of new insurance policies
Address other service needs of customers
Manage customer visits and premium collection schedule autonomously
Expand assigned book of business through prospecting and new sales

Skills

Key technologies and capabilities for this role

Insurance SalesPremium CollectionCustomer ServiceSales ProspectingField Sales

Questions & Answers

Common questions about this position

What compensation does this role offer?

The role offers a sign-on bonus, uncapped commissions, collections commission on premiums collected each month, and a pay-for-performance model where earning potential grows with the book of business. Exceptional performance is recognized through awards, prizes, and company-sponsored trips.

Is this a remote position or does it require office work?

This is a field role requiring frequent personal home visits with customers for premium collection, sales, and service needs.

What skills or qualifications are required for this role?

Candidates must be licensed insurance agents. Passion for serving underserved modest-income families and dedication to field sales through home visits are key.

What is the company culture like?

The culture emphasizes serving underserved modest-income families through meaningful personal interactions, providing autonomy in scheduling customer visits for great work-life balance, and recognizing exceptional performance with awards and trips.

What benefits are offered?

Benefits include major medical and dental insurance, group life insurance, short-term and long-term disability, 401(k) with company match, paid vacation, and employee stock purchase program.

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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