Client Services Representative - Insurance

Bank Of Springfield; Springfield (IL); Presencial; USD 40 000 - 45 000; Tempo integral

Resumo da oferta

The Bank Of Springfield is seeking a Client Services Representative – Insurance in Springfield, IL. This full-time clerical role focuses on delivering exceptional customer service, handling policy documentation, and coordinating with carriers and producers to support insurance operations.

Responsibilities include assisting clients in person, by phone, and via email; processing policy changes, renewals, and endorsements; preparing certificates of insurance; maintaining records in agency systems;

Qualificações

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Previous customer service or administrative experience in insurance/financial services preferred.
• Illinois insurance license or willingness to obtain within 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.
• Ability to prioritize tasks and manage multiple responsibilities efficiently.

Responsabilidades

• 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 timely.
• 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.

Conhecimentos

Customer service

Communication

Organizational skills

Microsoft Office

Insurance knowledge

Formação académica

High school diploma

Associate or bachelor's preferred

Ferramentas

Agency management software

Descrição da oferta de emprego

Client Services Representative - Insurance

Full Time Clerical Springfield, IL, US

Salary Range: $40,000.00 To $45,000.00 Annually

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.

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.