Job Description
Job DescriptionBenefits:
- Bonus based on performance
- Paid time off
- Training & development
00 Join the Goodwill Financial Team Where Relationships Matter
Who We Are
At Goodwill Financial, we dont just sell insurancewe build trust and lasting relationships. As an independent agency, our goal is to guide clients with honesty, clarity, and care toward coverage that truly fits their needs. Were growing and looking for someone who values teamwork and loves helping others.
Who You Are
You might be a great fit if you:
Enjoy helping people
Feel comfortable on the phone and using a computer all day
Like working with numbers and learning new things
Are friendly, organized, and eager to grow
No insurance experience? No worrieswell train you! If you bring the right attitude and a willingness to learn, well help you succeed.
Your Role: Client Support Specialist
As part of our customer service team, youll help make sure our clients feel cared for and supported every step of the way. Heres what your day-to-day might include:
- Answering phone calls with a positive, professional tone
- Issuing certificates of insurance (COIs) and adding certificate holders
- Helping clients navigate our online portal
- Responding to inquiries or directing them to the right teammate
- Following up with clients and prospects
- Conducting account reviews to ensure proper coverage
- Entering data and handling messages with care and accuracy
- Providing admin and operational support as needed
- Keeping communication courteouseven during hold times
- Staying organized in a fast-paced, team environment
What Youll Need to Succeed
- Fluency in Lithuanian (required)
- Comfortable using Microsoft Word, Excel, Outlook, and a basic calculator
- Strong typing and data entry skills
- Clear communicationboth spoken and written
- Detail-oriented, reliable, and well-organized
- Friendly, ethical, and a great team player
- Experience with CRMs like Infusionsoft or TurboDial is a plus
Experience & Training
We welcome both experienced candidates and newcomers. If you have a strong work ethic, well provide the training and mentorship you need to thrive. Insurance experience is helpful, but not required.
Why Join Goodwill Financial?
We believe people come firstalways. At Goodwill, youll be part of a supportive, mission-driven team that values:
- Collaboration over competition
- Support over stress
- People over profits
Ready to start a meaningful career where you can grow and make a difference? Apply todaywe cant wait to meet you!