Goodwill Financial, Inc. ยท 4 months ago
LT Insurance Customer Service Representative
Elmhurst, IL 60126
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $45K/yrGoodwill Financial, Inc. is an independent insurance agency focused on building strong relationships and delivering outstanding service. They are seeking an Insurance Customer Service Representative to provide excellent service to clients, manage customer queries, and support ongoing growth within the team.
Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife Insurance
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
Qualification
Required
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
Preferred
Bi-Lingual is a PLUS (Lithuanian, Russian or Ukranian)
Experience with CRM systems (especially Infusionsoft, TurboDial, InsuredMine)
Benefits
Bonus based on performance
Paid time off
Training & development
Company
Goodwill Financial, Inc.
Goodwill Financial, Inc. is an independent insurance agency.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase