Client Services Representative - Insurance

Client Services Representative – Insurance

About the Role
 The Client Services Representative – Insurance supports the daily operations of the Insurance department by assisting 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.

This role is ideal for someone who enjoys working with people, learning new systems, solving problems, and identifying ways to improve the client experience. Over time, this position offers the opportunity to grow into a consultative relationship-management or sales role within the Insurance department.

Essential Duties and 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
• Identify opportunities to improve client adoption and satisfaction through better use of technology
• Educate clients on available digital tools, portals, and service options
• Perform additional duties as assigned to support the Insurance team

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• Previous customer service or administrative experience preferred (insurance or financial services a plus)
• Illinois insurance license or willingness to obtain within a specified timeframe preferred
• Strong communication and interpersonal skills
• Excellent attention to detail and organizational abilities
• Proficiency with Microsoft Office and ability to learn agency management software
• Ability to prioritize tasks and manage multiple responsibilities efficiently

Why Join Us?

You’ll be part of a bank that values relationships, integrity, and community involvement. As a Client Services Representative, you will have the opportunity to make a meaningful impact, supporting local businesses and families, and strengthening the communities we serve.

Benefits May Include the Following:
https://www.bankwithbos.com/careers/

Salary Range:
 The base salary range for this position is $40,000.00 - $45,000.00 annually, depending on experience and qualifications. In addition to the base salary, compensation may include performance-based incentives, bonuses, benefits, and other incentives.