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.

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:

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)