Client Services Coordinator (Part-Time)

Kirkpatrick, Jones and Herzog Insurance Agency, Inc.; Elgin (IL); On-site; USD 30,000 - 40,000; Part time

Job summary

Join a family-owned insurance agency seeking a Client Services Coordinator to support operations in Downtown Elgin, IL. This part-time role offers a collaborative work environment, focusing on administrative tasks and client servicing. Ideal for candidates with a background in insurance or office administration, it allows for the opportunity to grow within the insurance industry.

Qualifications

• Preferred prior experience in insurance servicing or office administration.
• Ability to work independently and follow established procedures.
• Comfort with client management systems and digital workflows.

Responsibilities

• Process and issue ID cards and Certificates of Insurance (COIs).
• Support agents by preparing and managing insurance quotes.
• Maintain and update client records in the CRM system.

Skills

Attention to detail

Organizational skills

Communication

Time management

Bilingual (Spanish/English)

Tools

Client management systems (CRMs)

Job description

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Direct message the job poster from Kirkpatrick, Jones and Herzog Insurance Agency, Inc.

Agency Owner & Producer at Kirkpatrick Jones & Herzog Insurance Agency

Join Our Family-Owned Insurance Agency in Downtown Elgin, IL

Kirkpatrick, Jones & Herzog Insurance, a trusted, family-owned agency located in the heart of Downtown Elgin, is seeking a detail-oriented and proactive Client Services Coordinator to support our team 3 days a week (24–30 hours). This role is ideal for someone who enjoys behind-the-scenes operations and thrives in an organized, supportive environment.

You’ll be responsible for a variety of essential administrative and servicing duties, including issuing ID cards, processing billing changes, handling Certificates of Insurance (COIs), quote management, agency downloads, CRM updates, and more. This position is a great fit for someone with prior insurance office or administrative experience who is looking for a steady, part-time schedule in a collaborative setting.

To apply, please send your resume to [e-mail] for immediate consideration.

Key Responsibilities:

• Process and issue ID cards and COIs accurately and promptly
• Manage billing changes and basic policy servicing tasks
• Support agents by preparing and managing insurance quotes
• Perform administrative duties to ensure smooth office workflow
• Maintain and update client records in the CRM system
• Monitor and process agency downloads from carriers
• Provide backup support to the front office team when needed

Requirements:

• Prior experience in insurance servicing or office administration preferred
• Strong attention to detail and organizational skills
• Comfort with client management systems (CRMs) and digital workflows
• Excellent communication and time management abilities
• Ability to work independently and follow established procedures
• Bilingual (Spanish/English) is a plus

Schedule & Location:

• Part-Time: 3 days per week, 24–30 hours total
• On-site: Downtown Elgin, IL
• Supportive, team-based work environment with opportunities to grow within the insurance industry

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Part-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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