LT Insurance Customer Service Representative
Goodwill FinancialElmhurst, IL, USjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionResponding 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. 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)
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 :
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 :
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Insurance Customer Service Representative • Elmhurst, IL, US
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