Office Clerk (Full time) at Keeper

Houston, Texas, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

High school diploma or equivalent
Minimum of 1+ years of administrative, office, or customer service experience
Prior insurance or financial services experience preferred
Strong organizational, time management, and multitasking skills
Excellent verbal and written communication skills
Ability to manage financial transactions with accuracy and accountability
Proficient in MS Outlook, Excel, Word, and Salesforce (preferred)
Strong customer service mindset with the ability to assist both clients and internal staff

Responsibilities

Answer incoming calls, assist customers, and ensure messages are relayed promptly to agents and sales managers
Return phone calls and follow up on inquiries as needed
Support agents with licensing, underwriting notifications, policyholder information, and Salesforce processes
Communicate with Home Office regarding policy status, claims, and underwriting
Process payments received by mail, drop box, walk-in, or phone
Collect and reconcile client payments daily through Salesforce “My Transactions Today” report
Maintain petty cash, balance daily transactions, and report out-of-balance amounts
Purchase and deposit money orders for cash collections
Monitor and clear the Administrator Deficiency Account within 24 hours
Complete weekly deposit sign-off report and submit to District Manager
Conduct monthly review of money order and check transactions for accuracy
Review agent deficiency reports and provide updates to the District Manager on unresolved balances
Enter paper applications into FDEBatch
Scan and index documents (claims, underwriting, policy administration, policy delivery receipts) into the imaging system
Review Imaging Control Reports and ensure compliance with retention policies
Manage incoming email and mail: distribute, print, file, and process according to procedures
Prepare and ship outgoing mail for customers, agents, and Home Office
Follow company document retention policies, including shredding, storage, and imaging timelines
Maintain secure and organized district office and supply room
Order and manage office supplies, company forms, and postage
Manage Premium Receipt Books: request, print, and mail to customers or agents as needed
Provide general support to District Manager and staff, including handling reports, correspondence, and scheduling tasks as assigned
Submit and track service requests for office equipment
Ensure adequate supply levels are maintained through centralized ordering systems

Skills

Customer Service

Salesforce

Payment Processing

Administrative Support

Data Reconciliation

Phone Communication

Office Organization

Petty Cash Management

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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