Accounting & Customer Service Representative (Onsite)

https://go.cultureindex.com/s/g0URjzMxho About the Role South Shore Insurance Agency (SSIA) is looking for a detail-oriented, organized, and customer-focused Accounting & Customer Service Representative to join our team! This position combines day-to-day accounting responsibilities with customer service and administrative support. The ideal candidate enjoys working with numbers, solving problems, helping customers, and keeping things running smoothly behind the scenes. We're looking for someone who takes ownership of their work, communicates effectively, and thrives in a collaborative, team-oriented environment.

About ssiu

South Shore Insurance Agency (SSIA) Work Arrangement: Onsite Schedule: 8:00 a.m.–5:00 p.m. Central Time Anticipated Starting Pay: Based on relevant experience, demonstrated skills, and internal equity.

At SSI, we're committed to hiring people into roles where they can thrive.

It simply helps us understand your natural strengths, communication style, and work preferences so we can make the best match for both you and our team.

At South Shore Insurance, our people are at the heart of everything we do.

Responsibilities

• You'll Do Accounting Responsibilities Process and record customer payments, deposits, and other financial transactions.
• Assist with accounts payable and accounts receivable.
• Reconcile accounts and research discrepancies to ensure accuracy.
• Assist with invoicing, billing, and payment follow-ups.
• Maintain accurate financial records and supporting documentation.
• Support month-end accounting activities and reporting.
• Work closely with the accounting team to ensure timely and accurate processing.
• Customer Service & Agency Support Answer incoming calls and emails, providing friendly and professional service.
• Assist customers with general policy inquiries, billing questions, and payment processing.
• Support policy servicing activities, including changes, renewals, and documentation.
• Coordinate with insurance carriers and internal team members to resolve customer requests.
• Maintain accurate customer and policy information in agency management systems.
• Provide general administrative support to keep daily agency operations running efficiently.
• You're comfortable switching between accounting tasks and customer needs.
• You take initiative and look for ways to improve processes.
• Why Join SSI?

Requirements

• We're Looking For Previous experience in accounting, bookkeeping, billing, or a related financial role.
• Customer service experience with strong communication and interpersonal skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple responsibilities and prioritize deadlines.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Comfortable learning new systems and technology.
• Ability to work independently while contributing to a team.
• Makes You a Great Fit You enjoy working with numbers but also like helping people.
• You're dependable, accurate, and take pride in your work.
• You bring a positive attitude and enjoy being part of a supportive team.

Preferred

• Insurance agency experience is a plus, but not required.
• Experience with accounting software or agency management systems is a plus.

Benefits

• We're proud of the culture we've built and the benefits we offer our coworkers.
• 100% employer-paid medical and dental insurance 401(k) with a 100% company match on the first 4% contributed and immediate vesting Company-paid basic life insurance Paid time off and wellness days Paid parental leave for eligible coworkers Opportunities for professional growth and development A collaborative, people-first culture built around our core values SSIU is an Equal Opportunity Employer.

Our Hiring Process

As part of the interview process, please complete a brief Culture Index survey. This 10-minute assessment isn't a test and there are no right or wrong answers.

Please note

Completion of the Culture Index survey is a required step in our hiring process. Applications will not be considered until the survey has been completed.

Our benefits include

We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status.