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.
<p>Front Desk Coordinator </p><p><br></p><p><br></p><p>We are looking for a Front Desk Coordinator to join our team in Littleton, Colorado. This Contract to permanent position is ideal for someone who thrives in a detail-focused environment and enjoys providing exceptional administrative and customer service support. The role requires an individual who is meticulous, adaptable, and willing to assist with a variety of tasks in a collaborative team setting.</p><p><br></p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Welcome clients upon arrival and escort them to designated meeting areas with advisors.</p><p><br></p><p>• Coordinate scheduling for advisors, including confirming appointments and maintaining calendars for a team of five advisors.</p><p><br></p><p>• Manage administrative tasks such as scanning documents, processing mail, and organizing files.</p><p><br></p><p>• Record client interactions and notes accurately into the system to ensure clear communication and documentation.</p><p><br></p><p>• Provide support for miscellaneous tasks, including spreadsheet projects and other duties as assigned.</p><p><br></p><p>• Answer and direct calls professionally using a multi-line phone system.</p><p><br></p><p>• Maintain a courteous and detail-focused demeanor while interacting with clients and team members.</p><p><br></p><p>• Collaborate with team members to address urgent needs and contribute to a culture of mutual support.</p><p><br></p><p><br></p>
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.
We are looking for a dedicated Front Desk Coordinator to join our team in Boulder, Colorado. This long-term contract position is ideal for someone who excels at creating welcoming environments and managing administrative tasks efficiently. The role involves interacting with guests, overseeing front desk operations, and ensuring seamless day-to-day office functions.<br><br>Responsibilities:<br>• Greet and assist visitors to provide a detail-oriented and welcoming first impression.<br>• Coordinate the guest check-in process and direct them to appropriate areas.<br>• Maintain cleanliness and organization in communal spaces, including the kitchen.<br>• Order meals for staff, accommodating individual preferences.<br>• Utilize Microsoft Office tools such as Excel, Word, and Outlook for communication and scheduling.<br>• Manage appointments, calendars, and schedules for team members.<br>• Respond to inquiries and resolve customer concerns promptly.<br>• Oversee office supply inventory and place orders as needed.<br>• Build and maintain relationships with vendors to ensure smooth operations.
We are looking for a Front Desk Coordinator to join our team on a contract basis in Boulder, Colorado. In this role, you will be the first point of contact for visitors, ensuring they receive exceptional service and support. Your organizational skills and ability to handle multiple tasks will play a key role in maintaining smooth office operations.<br><br>Responsibilities:<br>• Welcome guests with attention to detail and provide assistance with inquiries or directions.<br>• Deliver concierge-level services to create a positive and inviting experience for visitors.<br>• Keep the reception area tidy and well-organized to maintain a detail-oriented atmosphere.<br>• Schedule and coordinate appointments to support office functionality.<br>• Offer accurate and detailed information to callers and visitors regarding office services.<br>• Manage incoming mail and packages, ensuring proper sorting and distribution.<br>• Collaborate with colleagues to facilitate effective communication across departments.<br>• Operate a multi-line phone system to answer and direct calls efficiently.<br>• Ensure timely responses to inbound calls while maintaining a high level of customer service.
<p>We are seeking an experienced and detail-oriented tax preparer to join our team. The ideal candidate will have a solid background in preparing tax returns and reports, specifically for W-2, 1099, K-1, Schedule C (business income), and Schedule E (rental income). You will play a key role in delivering high-quality tax preparation services to our clients while ensuring compliance with tax laws and regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and file accurate federal and state tax returns for individuals and small businesses, including W-2, 1099, K-1, Schedule C, and Schedule E.</li><li>Analyze financial documents, income statements, and expense records to determine appropriate tax filings.</li><li>Review and reconcile client-provided data to ensure accuracy and completeness.</li><li>Provide tax planning and advisory services to clients, identifying opportunities for tax savings.</li><li>Maintain up-to-date knowledge of federal, state, and local tax regulations.</li><li>Communicate effectively with clients to gather information and explain tax filing requirements.</li><li>Address client questions and concerns with professionalism and expertise.</li><li>Collaborate with team members to meet deadlines and ensure efficient workflow.</li></ul><p><br></p>
