Part Time Field Collection Rep- Talladega, AL at Keeper

Talladega, Alabama, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Part TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Customer service experience
Ability to visit customers in-person at their homes
Must be at least 18 years of age
Valid driver’s license with required 100/300 auto insurance
Dependable vehicle as daily travel is required
Ability to meet the requirements of a background check, motor vehicle report check and drug test
Excellent communication skills – both in person, via telephone and in writing
Ability to build and maintain customer relationships
Exceptional customer service skills
Resourcefulness in answering questions or solving any issues for the customer
Consistent follow up on any open issues related to customers
Takes initiative and is self-driven to succeed

Responsibilities

Collection of monthly premiums from policyholders in one or more assigned agencies
Answering questions or referring customers to proper department to resolve any issues
Follow-up on customer inquiries or concerns to ensure completion
Follow up on any outstanding balances to avoid policy lapses
Use of technology to process premium payments
Administrative responsibilities in updating and maintaining customer and payment information

Skills

Customer Service

Communication Skills

Payment Processing

Administrative Tasks

Relationship Building

Door-to-Door Collection

Driving

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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