We are looking for a detail-oriented and customer-focused Insurance Customer Service Representative to join our team in Ault, Colorado. This is a long-term contract position ideal for someone who thrives in a fast-paced environment and enjoys providing exceptional service to clients. The role involves handling various insurance-related tasks, including renewals, quoting, and policy management.<br><br>Responsibilities:<br>• Process insurance renewals accurately and efficiently to ensure timely completion.<br>• Provide quotes for large commercial and agricultural policies, tailoring options to meet client needs.<br>• Handle inbound and outbound calls professionally to address client inquiries and requests.<br>• Issue insurance certificates with attention to detail and compliance standards.<br>• Maintain accurate records and data in the internal management system.<br>• Collaborate with team members to resolve complex client issues and deliver solutions.<br>• Assist with order entry to ensure seamless processing of client transactions.<br>• Deliver outstanding customer service by building positive relationships with clients.<br>• Support system-related tasks to enhance operational efficiency as needed.
We are looking for an experienced and detail-oriented Tax Preparer to join our growing team in Greeley, Colorado. This role involves preparing a variety of tax returns for individuals and businesses, as well as providing full-service bookkeeping support. The ideal candidate will excel in a collaborative environment while also being capable of working independently and taking initiative to improve processes.<br><br>Responsibilities:<br>• Prepare individual tax returns for approximately 200-400 clients during tax season.<br>• Handle business tax preparation, including 1120S and 1065 returns.<br>• Perform comprehensive bookkeeping tasks, such as bank reconciliations, accounts payable/receivable, inventory tracking, and financial statement compilations.<br>• Process monthly payroll and sales tax returns efficiently and accurately.<br>• Provide audit support by gathering and organizing necessary documentation.<br>• Assist with onboarding new clients and organizing their bookkeeping systems.<br>• Manage payroll processing, tax filings, and bank reconciliations for clients.<br>• Collaborate with the team to streamline accounting processes and enhance customer service.
