Client Services Representative - Insurance

Experience Champaign Urbana; Champaign (IL); On-site; USD 40,000 - 45,000; Full time

Job summary

Bank BOS is seeking a Client Services Representative – Insurance to support the Insurance department in Springfield, Champaign, Bloomington, Quincy or Jacksonville. You will assist clients, handle policy documentation, and coordinate with carriers and producers to ensure accurate servicing.

Ideal candidates have a high school diploma, strong communication skills, and familiarity with agency systems; an insurance license or willingness to obtain one is preferred.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Experience in customer service or administrative roles in insurance/financial services preferred; familiarity with farming/agricultural products is strongly preferred.
• Illinois insurance license or willingness to obtain within a specified timeframe preferred.
• Strong communication and interpersonal skills required.
• Excellent attention to detail and organizational abilities required.
• Proficiency with Microsoft Office and ability to learn agency management software required.
• Ability to prioritize tasks and manage multiple responsibilities efficiently.

Responsibilities

• Provide exceptional customer service to insurance clients in person, by phone, and via email.
• Assist clients with policy questions, billing inquiries, and coverage documentation.
• Process policy changes, renewals, and endorsements accurately and in a timely manner.
• Prepare certificates of insurance and other required documentation for clients.
• Maintain accurate client records and documentation within agency management systems.
• Coordinate with insurance carriers and internal team members regarding policy servicing needs.
• Support producers with administrative tasks related to new business and renewals.
• Follow all regulatory, compliance, and company procedures.
• Perform additional duties as assigned to support the Insurance team.

Skills

Customer service

Administrative support

Communication

Attention to detail

Microsoft Office

Agency management software

Education

High school diploma

Associate or bachelor preferred

Tools

Agency management software

Job description

Client Services Representative – Insurance

Location: Springfield, IL; Champaign, IL; Bloomington, IL; Quincy, IL or Jacksonville, IL
Department: Insurance
Status: Full-Time

About the Role

The Client Services Representative supports the daily operations of the Insurance department by assisting our clients, processing policy documentation and working with insurance carriers and producers. This role focuses on providing excellent customer service while ensuring client requests are handled accurately and efficiently.

Essential Duties and Responsibilities

• Provide exceptional customer service to insurance clients in person, by phone, and via email
• Assist clients with policy questions, billing inquiries, and coverage documentation
• Process policy changes, renewals, and endorsements accurately and in a timely manner
• Prepare certificates of insurance and other required documentation for clients
• Maintain accurate client records and documentation within agency management systems
• Coordinate with insurance carriers and internal team members regarding policy servicing needs
• Support producers with administrative tasks related to new business and renewals
• Follow all regulatory, compliance, and company procedures
• Perform additional duties as assigned to support the Insurance team

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• Previous customer service or administrative experience in the field of insurance or financial services preferred; Familiarity with farming and agricultural products is strongly preferred.
• Illinois insurance license or willingness to obtain within a specified timeframe preferred
• Strong communication and interpersonal skills are required
• Excellent attention to detail and organizational abilities required
• Proficiency with Microsoft Office and ability to learn agency management software required
• Ability to prioritize tasks and manage multiple responsibilities efficiently required

Why Join Us?

You’ll be part of a bank that values relationships, integrity, and community involvement. As a BOS team member, you will have the opportunity to make a meaningful impact—engaging with your team, supporting local businesses and families, and strengthening the communities we serve.

Benefits

Benefits May Include the Following: https://www.bankwithbos.com/careers/

Salary Range

The base salary range for this position is $40,000.00 - $45,000.00 annually, depending on experience and qualifications. In addition to the base salary, compensation may include performance-based incentives, bonuses, benefits, and other incentives.