Insurance Customer Service Rep

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

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 AZ, CO, GA, IL, IN, IA, MI, MA, MO, OH, WI
• An 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.