What are the responsibilities and job description for the Insurance Customer Service Representative position at Goodwill Financial?
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:
- Building and maintaining positive relationships with clients
- Ensuring client satisfaction within your assigned book of business
- Retaining desirable accounts and handling renewals
- Responding quickly and professionally to client needs
- Following agency procedures to deliver accurate, high-quality work
- Supporting your teammates and contributing to team development
- Identifying and closing additional opportunities with existing clients
- Participating in marketing efforts and staying focused on client engagement
What We’re Looking For
We’re seeking someone who brings both professional skill 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)
Flexible work from home options available.
Salary : $45,000 - $60,000
