Accountant/Customer Service Representative

Job Description

Join the dynamic team at W.E. Davis Insurance Agency, Inc, located in Columbus, Ohio, where we merge tradition with innovation in the insurance industry. As an Accountant/Customer Service Representative, you will be instrumental in ensuring the smooth financial operations of our agency while providing exceptional customer service to our valued clients. Our office thrives on collaboration and team spirit, where each member's contribution is recognized and appreciated. We are seeking an individual who is not only skilled in accounting principles but also passionate about building lasting relationships with our customers. If you are enthusiastic about working in an engaging and supportive environment, and ready to make a difference, we invite you to join us and become a part of an agency committed to excellence and professional growth.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Retirement Plan

Responsibilities

Bookkeeping: Maintain accurate financial records, including ledger entries and reconciling bank statements.

Billing and Invoicing: Prepare and send invoices to clients, while following up on outstanding payments.

Accounts Payable: Track, pay, and reconcile account currents

Customer Support: Assist clients with inquiries related to their accounts, ensuring prompt and courteous service.

Data Entry: Enter information into systems accurately and efficiently, maintaining up-to-date accounting and client records.

Front Office: Greet clients and direct them to appropriate department

Requirements

Education: Degree in Accounting, Finance, or a related field is preferred but not required.

Licensure: License in Property & Casualty is preferred but not required.

Experience: Prior experience in customer service and accounting or financial roles is preferred.

Technical Skills: Proficiency in accounting software, spreadsheet applications, and customer relationship management (CRM) tools.

Communication Skills: Strong verbal and written communication skills with a customer-focused approach.

Analytical Abilities: Ability to analyze financial data and create accurate reports.

Organizational Skills: Exceptional organizational skills with the ability to manage multiple tasks simultaneously.

Problem-Solving: Demonstrated problem-solving skills and attention to detail.

Team Player: Ability to work effectively within a team-oriented environment.

Full-time