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Bookkeeper / Client Liaison

Company: Seltser and Goldstein Public Adjusters
Location: Peabody
Posted on: May 9, 2022

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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