Customer Service Representative
Job ID: 061790
Location: Schaumburg, IL
Compensation: $52,000 – $62,400 DOE
Hours: Standard business hours (40/wk)
Employment Type: Full-time (WFH + 1 day in office)
Company Overview
A professional services firm specializing in commercial insurance programs and client support. The organization provides policy servicing, administrative support, and client relationship management for commercial insurance accounts.
Position Summary
The Customer Service Representative supports commercial insurance accounts by assisting with policy servicing, documentation, renewals, and client inquiries. This role works closely with account managers and executives to ensure accurate policy processing, timely service delivery, and strong client relationships.
Key Responsibilities
- Process and distribute certificates of insurance.
- Handle policy change requests including endorsements, documentation, and premium adjustments.
- Support preparation of insurance applications, audits, renewals, and policy proposals.
- Assist with broker of record (BOR) letters, new account setup, and competitive bid preparation.
- Coordinate billing instructions and premium invoicing related to policy transactions.
- Maintain accurate records and documentation in agency management systems (e.g., AMS 360, ImageRight).
- Address routine coverage questions and assist with problem resolution.
- Participate in training programs and professional development activities.
- Maintain professional communication with internal teams, clients, vendors, and insurance carriers.
- Complete additional administrative and service-related tasks as assigned.
Qualifications
Required
- High school diploma or GED.
- Strong customer service, communication, and organizational skills.
- Proficiency with Microsoft Office Suite.
- Strong analytical and problem-solving abilities.
- Ability to work independently and exercise sound judgment.
- Detail-oriented with strong time and project management skills.
- Ability to maintain professional relationships with internal teams and external partners.
- Must obtain and maintain an active Property & Casualty Agent License within three months of hire.
Preferred
- 2+ years of customer service, insurance support, or related administrative experience.
- Experience with insurance agency management systems (e.g., AMS 360, ImageRight).
Other Details
- Fast-paced work environment requiring strong multitasking and attention to detail.
- Role involves frequent computer work, communication, and occasional lifting of up to 25 lbs.
- Employees may be required to perform additional duties or projects as assigned.
※ "This job description is intended to provide a general overview of the position and its responsibilities. It is not a comprehensive list of all duties, responsibilities, or qualifications that may be required. Duties may evolve or change based on business needs." ※