Insurance Customer Service Rep

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

Benefits offered by this job

PTO

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Career Growth Opportunities

Mentorship

Professional Development

Office Snacks and Coffee

Pet-Friendly Office

Job summary

Pachis Agency LLC is hiring an Insurance Customer Service Rep to handle policy changes, issue documents, and assist clients with claims while delivering personal service. You’ll engage with licensed CSRs to quote additional protection and connect clients with the right producers.

The role emphasizes accuracy, accountability, and a team-first approach in Evanston, with opportunities for training, development, and a supportive work environment.

Qualifications

• Must hold a Property & Casualty license.
• Strong accuracy in data entry and policy details.
• Familiarity with CRM, rater tools, and carrier systems.

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 to add coverage when appropriate.
• Maintain accurate client records in agency systems.
• Manage phone, email, mail, and walk-in communications.
• Provide assistance with internal social media platform.

Skills

Customer service

Insurance knowledge

Data accuracy

Communication

Education

Property & Casualty license

Tools

CRM

Agency management system

Comparative rater

Carrier systems

Job description

Job Description

You’re the person customers can count on when they need an answer, a policy change, or help through a stressful insurance situation. At Pachis Agency LLC, you’ll help make insurance feel personal while working with an experienced team that values accuracy, accountability, and caring for people.

As our Insurance Customer Service Rep, your day will include servicing policies, processing endorsements and updates, issuing certificates and ID cards, handling billing questions, and helping clients through claims. You’ll also look for opportunities to strengthen coverage when a customer’s needs change, then connect them with the right producer or help quote the additional protection yourself.

Pachis is an American Family Insurance agency built on more than 20 years of family ownership in Evanston. The agency serves clients across more than 15 states and is growing with a modern, forward-thinking approach. You’ll have hands‑on training, professional development, and a team that shares knowledge and supports each other. The office is also pet‑friendly, so Hugo, the resident Burmese Mountain dog and team mascot, may make an appearance.

Pay is $20-$26 per hour based on experience, with the opportunity for unlimited commissions for licensed CSRs who choose to sell. You’ll also have PTO, health, dental and vision insurance, a 401(k) with a 4% agency match, and paid holidays.

If you’re ready to build your insurance career while taking great care of clients, we’d love to meet you.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Work-Life Balance
• Paid Holidays
• 401k Plan
• Professional Development
• Advancement Opportunities
• Mentorship
• Professional Work Environment
• Equipment Provided
• Office Snacks and Coffee
• Pet-Friendly Office
• Personal Workspace

Responsibilities

• Process policy changes and submit updates to carriers.
• Issue certificates, ID cards, and insurance documentation.
• Handle first notice of loss and claims communication.
• 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.
• Assistance with internal social media platform

Requirements

• Candidate must be located in IL, WI, MN, IN, CO, GA, AZ, IA, OH, MO
• An Property & Casualty insurance license is required.
• Strong agency management system and technology skills.
• Comfortable using CRM, comparative rater, and carrier systems.
• Calm and patient when assisting stressed clients.
• Highly accurate with data entry and policy details.
• Organized enough to manage high volumes of tasks and deadlines.
• Proactive problem solver who can work independently.