Insurance Client Care Specialist — Licensed CSR

The Juris Agency; Evanston (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

PTO

Health Insurance

401(k) with company match

Paid holidays

Pet-friendly office

Job summary

Pachis Agency LLC in Evanston is seeking an Insurance Customer Service Rep to service policies, process endorsements, and issue certificates. You will handle billing questions, assist with claims, and identify opportunities for additional coverage. The team emphasizes accuracy, accountability, and client care.

Paid training and a supportive environment are provided, with a focus on professional growth and a collaborative work culture. This is an on-site role with competitive hourly pay.

Qualifications

• An insurance license is required.
• Experience with agency management systems and CRM.
• Ability to process policy changes and issue documents.
• Excellent data entry accuracy and organization.

Responsibilities

• Process policy changes and submit updates to carriers.
• Issue certificates, ID cards, and insurance documentation.
• Handle first notice of loss and claims communications.
• Assist with billing questions, payments, and cancellations.
• Identify opportunities for additional coverage.
• Maintain accurate client records in agency systems.
• Manage phone, email, mail, and walk-in communications.
• Assist with internal social media platform.

Skills

Customer service

Communication

Organizational skills

Problem solving

Tools

CRM software

Comparative rater

Carrier systems

Job description

Pachis Agency LLC in Evanston is seeking an Insurance Customer Service Rep to service policies, process endorsements, and issue certificates. You will handle billing questions, assist with claims, and identify opportunities for additional coverage. The team emphasizes accuracy, accountability, and client care.

Paid training and a supportive environment are provided, with a focus on professional growth and a collaborative work culture. This is an on-site role with competitive hourly pay.