Refund Processor Assistant is responsible for automating client refund transactions, ensuring that any customer-initiated refund is processed accurately and returned via the original payment method. Keegan AGENT supports the finance, billing, and customer service teams by eliminating manual refund processing and ensuring timely, traceable reimbursement. Refund Processor Assistant performs its tasks using direct integrations with payment processors, invoicing platforms, and CRM tools. Once a refund request is approved or triggered, Refund Processor Assistant identifies the original transaction, initiates the refund using the correct method (credit card, ACH, etc.), logs the refund, and confirms completion. This automation ensures consistency, auditability, and financial accuracy.

Skills: Return Policy & Eligibility Knowledge Deep understanding of the company's return and refund rules, timeframes, conditions, and exceptions. Platform Proficiency Skilled in using QuickBooks to process returns and issue refunds. Attention to Detail Ensures all returns match original orders, refund amounts are accurate, and system records are updated properly. Workflow Automation Familiarity (Zapier-based) Able to understand and troubleshoot automated workflows for processing return requests and issuing refunds. Customer Communication Accuracy Capable of sending clear, accurate updates to customers regarding refund status, denials, or processing delays. Data Logging & Reporting Maintains clean records of refund actions for audit trails, financial reviews, and reporting.

Agents | Finance Agents