Policy Servicing Specialist — Client-Focused Insurance

Insurance World Agency; Downers Grove (IL); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Growth opportunities

In-office role

Job summary

Insurance World Agency in Downers Grove, IL is seeking a Customer Service Representative for an on-site, full-time role focused on day-to-day policy servicing and client support. You will handle service requests, process changes, renewals, and maintain clear communication with clients and carriers.

You will generate COIs, assist with billing, cancellations, reinstatements, and coordinate with carriers. The ideal candidate has strong communication skills, detail orientation, and a professional

Qualifications

• Strong customer service and communication skills.
• High attention to detail and organizational ability.
• Ability to manage multiple tasks and prioritize effectively.
• Professional and confident phone presence.
• Comfortable working in an in-office, team-oriented environment.

Responsibilities

• Assist clients with policy servicing requests (endorsements, changes, renewals).
• Generate and manage Certificates of Insurance (COIs).
• Handle incoming calls and respond to client inquiries professionally.
• Process policy updates and maintain accurate client records.
• Follow up on billing issues, payments, and account balances.
• Manage policy cancellations, reinstatements, and related communications.
• Work with insurance carriers to complete service requests.
• Support internal team members with account management tasks.
• Deliver a high level of customer service and responsiveness.

Skills

Customer service

Communication

Attention to detail

Organization

Phone presence

In-office teamwork

Tools

CRM software

Agency management

Job description

Insurance World Agency in Downers Grove, IL is seeking a Customer Service Representative for an on-site, full-time role focused on day-to-day policy servicing and client support. You will handle service requests, process changes, renewals, and maintain clear communication with clients and carriers.

You will generate COIs, assist with billing, cancellations, reinstatements, and coordinate with carriers. The ideal candidate has strong communication skills, detail orientation, and a professional