Client Services Representative - Insurance

Bank Of Springfield•Jacksonville, IL

5d•$40,000 - $45,000•Onsite

About The Position

The Client Services Representative supports the daily operations of the Insurance department by assisting our clients, processing policy documentation and working with insurance carriers and producers. This role focuses on providing excellent customer service while ensuring client requests are handled accurately and efficiently.

Requirements

High school diploma or equivalent required
Strong communication and interpersonal skills are required
Excellent attention to detail and organizational abilities required
Proficiency with Microsoft Office and ability to learn agency management software required
Ability to prioritize tasks and manage multiple responsibilities efficiently required

Nice To Haves

associate or bachelor’s degree preferred
Previous customer service or administrative experience in the field of insurance or financial services preferred
Familiarity with farming and agricultural products is strongly preferred
Illinois insurance license or willingness to obtain within a specified timeframe preferred

Responsibilities

Provide exceptional customer service to insurance clients in person, by phone, and via email
Assist clients with policy questions, billing inquiries, and coverage documentation
Process policy changes, renewals, and endorsements accurately and in a timely manner
Prepare certificates of insurance and other required documentation for clients
Maintain accurate client records and documentation within agency management systems
Coordinate with insurance carriers and internal team members regarding policy servicing needs
Support producers with administrative tasks related to new business and renewals
Follow all regulatory, compliance, and company procedures
Perform additional duties as assigned to support the Insurance team