Licensed Insurance CSR — Client Care & Growth

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

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.