Accounting Assistant

2 weeks ago


Magnolia, United States Robert Half Full time
Job DescriptionJob Description

A client of ours is offering a contract for a permanent position as an Accounting Assistant in Magnolia, Texas. The role is situated in the insurance industry and will be primarily office based. This position is part-time hours - Monday through Friday from 9AM-3PM. Please apply today for consideration


Responsibilities:

• Manage customer inquiries and provide excellent service

• Efficiently process payments from customers

• Follow up on insurance claims as required

• Maintain customer records

• Answer phone calls professionally and promptly

• Send necessary documents via DocuSign

• Respond to customer emails in a clear and timely manner

• Ensure customer invoices are accurate and up to date

• Continually improve communication, both verbally and written with customers.

• Proficiency in posting payments to ensure smooth financial operations
• Excellent customer service skills to maintain good relations with clients
• Strong email communication skills for effective correspondence
• Experience with Salesforce platform to manage customer relationships
• Ability to handle customer invoices efficiently and accurately
• Strong customer communication skills to understand and meet client needs
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