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.

Salary Range: $40,000.00 - $45,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Retirement Plan

• 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.

• 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

Our agency is located in Columbus, OH, specializing in all lines of Property and Casualty insurance for Personal and Commercial needs, as well as Life and Health. We care about our clients, and it shows in our results! Since our doors opened in 1938, we have achieved many awards, and our dedicated staff work incredibly hard to always put the customer first. Apply to our team today!