Bookkeeper - with Customer Service Experience

This is a remote position.

Schedule:

• Part-time Monday, Wednesday, Thursday and Friday 9am- 2pm
  

Client Timezone: EDT

Client Overview

Be part of an innovative insurance company that’s redefining industry standards through cutting-edge solutions and exceptional client care. This growing organization is looking for a versatile professional to support its financial operations while also enhancing its customer service capabilities. As a key team member, you’ll wear multiple hats, contributing to the company’s financial accuracy, operational efficiency, and client satisfaction.

We’re seeking a multi-talented professional to fill a dynamic role that combines bookkeeping expertise with customer service and administrative support for our client’s thriving insurance business. This remote position offers an exciting opportunity to showcase your diverse skill set and make a significant impact across various aspects of the company. You’ll be at the intersection of financial management and client relations, ensuring accurate books while also delivering exceptional customer experiences. This role is perfect for someone who enjoys variety in their work, has a passion for numbers, and thrives on building positive client relationships. If you’re detail-oriented, adaptable, and excel in a fast-paced environment, this position provides a unique opportunity to grow your skills and advance your career in the dynamic world of insurance.

Responsibilities

• Manage financial records and perform comprehensive bookkeeping tasks using QuickBooks, ensuring accuracy and timely reporting
  
• Provide top-notch customer service, addressing client inquiries and following up with leads to support business growth
  
• Handle diverse administrative duties to streamline business operations and support overall efficiency
  
• Assist in data entry and maintenance of customer records, ensuring all information is up-to-date and easily accessible
  
• Generate and analyze financial reports to support informed decision-making
  
• Process accounts payable and receivable, maintaining healthy cash flow
  
• Collaborate with team members to improve processes and enhance customer satisfaction
  
• Contribute to various aspects of the business as needed, demonstrating flexibility and initiative
  

Requirements

• Proven experience in bookkeeping or accounting, with proficiency in QuickBooks
  
• Strong customer service skills with the ability to communicate effectively and professionally with clients
  
• Excellent administrative capabilities and familiarity with office software and CRM systems
  
• Exceptional multitasking abilities and adaptability to changing priorities
  
• Strong attention to detail and commitment to accuracy in all tasks
  
• Excellent communication skills, both written and verbal
  
• Self-motivated with the ability to work independently in a remote setting
  
• Problem-solving skills and the ability to take initiative in improving processes
  
• Proficiency in Microsoft Office suite, particularly Excel
  
• Associate’s or Bachelor’s degree in Accounting, Business Administration, or related field preferred
  
• Experience in the insurance industry is a plus
  
• Ability to maintain confidentiality and handle sensitive information with discretion
  

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job