Goodwill Financial
Insurance Customer Service Representative
Full Time • Elmhurst
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 who’s detail-oriented, reliable, and great at handling phone and computer tasks? If so, we’d love to meet you.
Are you someone who’s detail-oriented, reliable, and great at handling phone and computer tasks? If so, we’d love to meet you.
At Goodwill Financial, we’re not your typical insurance agency. We’re 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 You’ll Do
As a key member of our team, you’ll focus on providing excellent service to our clients and supporting ongoing growth. You’ll be trained and supported from day one.
Responsibilities:
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 We’re Looking For
We’re seeking someone who brings both professional skills and a great attitude. Here’s what you’ll 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)
Compensation: $45,000.00 per year
Insurance Careers Are Rewarding and Satisfying
There are a variety of career paths you can take in the insurance industry, depending on your interests and qualifications. Start your new career by looking through our available positions using the filters above and see where you might be the right fit.
(if you already have a resume on Indeed)
Or apply here.
Career advancement opportunities to learn
Insurance offers a flexible work schedule
Teamwork is unavoidable
Insurance careers are sustainable
Employee benefits & discounts