LT Insurance Customer Service RepresentativeGoodwill Financial • Elmhurst, IL, US

LT Insurance Customer Service Representative

Goodwill Financial • Elmhurst, IL, US

30+ days ago

Job type

Full-time

Job description

Job Description

Benefits :

Bonus based on performance
Paid time off
Training & development

Join the Goodwill Financial Team

Do you enjoy helping people, working with numbers, and being part of a close-knit team?

Are you someone whos detail-oriented, reliable, and great at handling phone and computer tasks? If so, wed love to meet you.

At Goodwill Financial , were not your typical insurance agency. Were independent, which means we work for our clients , not for any single insurance company. Our mission is simple : build strong relationships and deliver outstanding service every step of the way.

What Youll Do

As a key member of our team, youll focus on providing excellent service to our clients and supporting ongoing growth. Youll be trained and supported from day one.

Responsibilities :

Responding to all incoming customer queries and directing them according to our agency's standard procedures.

Providing accurate information or routing clients to the appropriate departments.

Processing documents related to policy changes and renewals.

Maintaining and updating client records in our Customer Relationship Management (CRM) system.

Preparing quotations, checking product availability, and managing payment transactions.

Generating account summaries and internal reports.

Offering administrative support to our Customer Service Agents.

Ensuring full compliance with company policies and procedures in every client interaction.

What Were Looking For

Were seeking someone who brings both professional skills and a great attitude . Heres what youll need to thrive in this role :

Must-Haves :

Bi-Lingual is a PLUS (Lithuanian, Russian or Ukranian)

Comfortable with Microsoft Word, Excel, Outlook, and using a calculator

Fast and accurate typing skills

Strong written and verbal communication

Organized, punctual, and dependable

A friendly, respectful, and ethical approach to work

Experience with CRM systems (especially Infusionsoft, TurboDial, InsuredMine)

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Insurance Customer Service Representative • Elmhurst, IL, US

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