Client Services Representative - Insurance

ADP, Inc.; Springfield (IL); On-site; USD 40,000 - 45,000; Full time

Job summary

ADP, Inc. in Springfield, IL is seeking a Client Services Representative – Insurance to support the Insurance department’s daily operations, assist clients, process policy documentation, and work with carriers and producers.

The role emphasizes delivering excellent customer service and accurate handling of client requests. The position focuses on in-person, phone, and email interactions, with responsibilities including policy changes, renewals, endorsements, and proper recordkeeping in agency

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor’s degree 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

Communication

Attention to detail

Organization

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Illinois insurance license or willingness to obtain

Tools

Microsoft Office

Agency management software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Services Representative - Insurance

Full Time Clerical Springfield, IL, US

2 days ago Requisition ID: 1557

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.