Bookkeeper / Client Liaison
Company: Seltser and Goldstein Public Adjusters
Location: Peabody
Posted on: May 9, 2022
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Job Description:
Seltser & Goldstein has been representing policy holders since
1935. We represent Policy holders and represent their interests for
all types of Property and Casualty Insurance claims. This position
will entail the direct communication with clients who receive
insurance checks from their claims. -We're looking for a bright,
self-motivated and experienced Bookkeeper to join our growing
public adjusting firm. You'll provide bookkeeping services for
assigned clients in conjunction with the client teams.
-ResponsibilitiesThe essential duties of the Bookkeeper include,
and are not limited to: - - - - - - - -Correspondence with clients
on billing issues - - - - - - -Reviewing client invoices and
related mail to determine whether invoices should be paid or if
they require other action, resolving billing issues by working with
internal team members and external vendors and preparing invoices
for payment (including using electronic software to enter bills for
client's electronic payment) - - - - - - -Working with clients or
external vendors to review open invoices - - - - - - -Documenting
policies and procedures related to client bill processing and
Insurance payouts - - - - - - -Identifying options to improve
efficiencies and technology - - - - - - -Occasional office support
to include answering phones, faxing, copying, scanning, electronic
filing, preparing documents for mailing -Desired Skills and
Experience - - - - - - -Strong knowledge of QuickBooks and
proficiency with Microsoft Office products - - - - - - -Experience
with CRM - - - - - - -Ability to prioritize work and manage time
effectively, with a high level of accuracy, keen attention to
detail and focus on delivering optimal client service - - - - - -
-Strong organizational and communication skills, both oral and
written - - - - - - -Ability and desire to continue to learn and
develop - - - - - - -Ability to spot inefficiencies (internal or
external) and work with the team on process improvements - - - - -
- -Candidate must display professionalism and exercise the utmost
discretion - - - - - - -College degree preferred with at least 2-5
years prior experience as a Bookkeeper required
Keywords: Seltser and Goldstein Public Adjusters, Peabody , Bookkeeper / Client Liaison, Accounting, Auditing , Peabody, Massachusetts
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