Smart, reliable, personable virtual assistants.
Open Position
Insurance Account Representative
We’re seeking an organised and highly motivated insurance account representative to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secured systems.
- Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding
- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
- Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
- Preferred from commerce background
- 3+ years of experience in customer service
- Experience in pricing, negotiation, contracting, general accounting, planning, analysis and commercial support, financial systems implementation, financial reporting, budgeting.
- Strong customer handling skills and active listening
- Ability to communicate clearly and professionally, both verbally and in writing.
Open Position
Tax Preparer
We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. In this role, you will be responsible for preparing tax returns and ensuring that our clients are fully compliant with U.S. tax laws. You will work closely with both businesses and individuals, reviewing financial records, calculating tax liabilities, and providing expert advice on tax-related matters. This position requires strong analytical skills, attention to detail, and the ability to communicate complex information clearly to clients.
- Prepare accurate tax returns for clients, ensuring compliance with all legal requirements.
- Review and verify financial documents, including income statements and previous tax returns.
- Conduct client interviews to gather necessary information about taxable income, deductible expenses, and allowances.
- Calculate client tax liabilities using tax forms, tables, and specialized software.
- Provide clients with detailed explanations of their tax returns and offer guidance on tax planning strategies.
- Schedule and conduct meetings with clients to discuss tax-related matters and address any concerns.
- Assist clients in resolving tax-related disputes, acting as a mediator when necessary.
- Stay informed about the latest tax laws and regulations to ensure up-to-date compliance.
- Great attention to detail and accuracy in calculations.
- Strong skills in Microsoft Excel, Word, and tax preparation software.
- Ability to analyze and solve financial problems.
- Skill in identifying the right credits and deductions for clients.
- Good decision-making and judgment.
- Fluency in English and Punjabi, with strong communication and writing skills.
- Good customer service skills, with the ability to build and maintain client relationships.
- Experience working in a fast-paced environment is a plus.
- Familiarity with data entry and tax preparation tools.
Open Position
Bookkeper
We are looking for dedicated and detail-oriented Bookkeepers to work closely with our clients in managing their financial records. This role requires strong organizational skills, attention to detail, and the ability to provide clients with clear and accurate financial insights. You will be responsible for keeping our clients’ financial records accurate and up-to-date, helping them make informed business decisions.
- Maintain accurate financial records for clients.
- Update and manage the general ledger for client accounts.
- Perform reconciliation of accounting entries.
- Record debits and credits for clients' financial transactions.
- Maintain the trial balance by reconciling clients' general ledgers.
- Ensure the accuracy of clients' financial transactions.
- Bachelor’s degree preferred.
- 5 years of work experience.
- Strong knowledge of accounting principles.
- Understanding of IFRS, U.S. GAAP, or other accounting frameworks.
- Proficiency in data entry and excellent computer skills (Excel, Word, Typing).
- Familiarity with accounting software such as XERO, QuickBooks, or FreshBooks.
- High attention to detail and accuracy.
- Professionalism and strong organizational skills.
- Fluent in English and Punjabi, with strong English drafting skills.
- Willingness to work night shifts.
Open Position
Accountant
AGM BOSS is seeking a skilled and detail-oriented Accountant to join our team. In this role, you will be responsible for analyzing financial statements, tax returns, and other documents to ensure our clients are compliant with U.S. accounting standards and regulations. You will play a critical role in maintaining accurate financial records, preparing audit reports, and providing essential tax consultation services. This position requires a strong understanding of accounting principles, excellent analytical skills, and the ability to communicate effectively with clients.
- Analyze and verify financial documents, including bank statements, tax returns, and ledgers.
- Ensure compliance with the Internal Revenue Code (IRC) and other relevant financial reporting regulations.
- Prepare and file income tax returns for clients.
- Develop and maintain reporting standards for consistent and accurate financial documentation.
- Prepare audit reports and manage financial audits within the organization or on behalf of clients.
- Supervise and collaborate with Junior Accountants or Auditors as needed.
- Provide tax consultation services to clients, ensuring they are informed of their financial obligations and opportunities.
- Assist in the preparation of financial documents for government agencies, clients, and other regulatory bodies.
- Bachelor’s degree in Accounting or Finance preferred.
- 5 years of relevant work experience.
- Strong knowledge of accounting principles and financial reporting standards.
- Familiarity with the Internal Revenue Code (IRC) and other applicable U.S. laws.
- Excellent organizational and analytical skills with a high attention to detail.
- Strong time management skills and the ability to prioritize tasks effectively.
- Good communication skills, with fluency in English and Punjabi, and strong English drafting abilities.
- Ability to manage and lead a team, demonstrating strong leadership skills.
Open Position
Customer Service Coordinator
AGM BOSS is looking for a dedicated and organized Customer Service Coordinator to join our team. In this role, you will be the first point of contact for customers, helping to manage and resolve their issues efficiently. You will be responsible for handling incoming calls, emails, and support requests, ensuring that all cases are properly documented and routed to the appropriate teams. Your role is crucial in maintaining high customer satisfaction by providing clear communication and timely resolutions.
- Answer incoming calls and respond to emails through the support portal.
- Create and manage cases, routing them to the appropriate team for resolution.
- Review and resolve customer issues related to account administration, contract entitlements, product registration, and web-based support access, following company policies and procedures.
- Process transactions and perform accounting tasks such as account maintenance, recording entries, and handling payments.
- Generate clear and concise case notes and documentation.
- Collaborate with team leads on cases that require assistance from other departments or are more complex.
- Ensure adherence to case management rules to facilitate quicker resolutions and maintain a manageable workload.
- Preferred background in commerce or a related field.
- 3+ years of experience in customer service.
- Familiarity with Microsoft 365.
- Experience in pricing, negotiation, contracting, general accounting, financial systems implementation, financial reporting, and budgeting.
- Strong customer handling skills and active listening.
- Ability to communicate clearly and professionally in both Punjabi and English, verbally and in writing.
Open Position
Executive Assistant
Are you an excellent planner and organizer? We’re hiring an Executive Assistant to provide administrative support to the team lead and help us achieve our organizational goals. Your role is key to ensuring plans are made, schedules are set, meetings happen on time, and files are neatly organized and up-to-date. Ideal candidates are proactive, love diving into projects, working with others, and are interested in playing a big role in the vision of our organization.
- Act as the main point of contact for the high-level executive.
- Complete office management tasks such as organizing filing systems and ordering office equipment and supplies.
- Manage schedules, including itineraries, travel arrangements, and team meetings.
- Organize incoming information such as phone calls, voicemail messages, emails, and memos, and report details to the executive.
- Help prepare meetings and take detailed notes.
- Perform basic bookkeeping duties.
- Write emails with professional wording.
- Make calls to carriers to solve technical, appointment, and agent issues.
- Work with representatives from MGAs and others to schedule and plan meetings.
- Organize and label files in Microsoft OneDrive, SharePoint, and Google Drive.
- Handle agent onboarding emails and provide ongoing support.
- Manage licensing and renewals for agents.
- Schedule trainings with new carriers based on agent or agency needs.
- Conduct follow-ups to ensure tasks are completed on time.
- Take charge of deadlines and work to ensure timely service and replies.
- Maintain good relationships with representatives we communicate with regularly.
- Strong organizational and planning skills.
- Excellent communication skills, both written and spoken.
- Proficiency in Microsoft Word, Excel, Outlook, OneDrive, and SharePoint.
- Experience in managing schedules, booking travel, and organizing meetings.
- Ability to handle confidential information with discretion.
- Good problem-solving skills and ability to work independently.
- Basic bookkeeping experience is a plus.
- Ability to manage multiple tasks and prioritize effectively.
- Fluent in English and Punjabi, with strong English drafting skills.
- Experience in a fast-paced work environment is preferred.
Open Position
Logistics Coordinator/ Dispatcher For a Us-based Trucking Company
We are looking for an experienced Logistics Coordinator/Dispatcher for a US Based Trucking Company. We need someone who is fluent in English & already has 1-2 Years experience in Trucking company.
- Responsible for the coordination, scheduling, dispatching and planning of customer freight shipments. Tracking shipments / Handling customers' inquiries.
- Monitor and make sure that drivers pick-up and deliver on time.
- Monitor shipments throughout transit in order to effectively meet delivery schedules and maintain contact with drivers throughout the day.
- Monitor any sudden route changes or road construction issues and work with drivers to establish new routes for timely deliveries.
- Ensure Driver has all paperwork and load info necessary to complete their load satisfying both customer expectations and HOS regulations.
- Act as the main point of contact for all driver facing communication via phone, Qualcomm and E-mail.
- Work with the Company Trucking Management software (BROKER PRO and LOAD STOP)
- Update and enter daily delivery orders, schedules, Proof of Delivery
- Preparing Invoices and submission of paperwork with brokers and accounting team.
- Minimum One (1) year previous Dispatcher for US Trucking Company experience is required.
- Ability to handle multiple tasks simultaneously and maintain composure under pressure in a fast paced environment.
- Able to demonstrate a professional phone manner.
- Must speak English
