Customer Service Specialist (46042)

Palmer Group

Insurance | Full Time | Hybrid | West Des Moines

Posted: 8/17/26

Job Description

We’re looking for a Customer Service Specialist to support plan members as they create important legal and estate planning documents. In this role, you’ll guide members through digital tools, answer questions, and help ensure a smooth, positive experience from start to finish. If you enjoy helping others, solving problems, and delivering exceptional customer service, we’d love to hear from you. Apply today and help members plan for the future with confidence!

Work Model:

- Hybrid

What You Will Do:

- Deliver exceptional customer service through virtual appointments and video-based interactions
- Guide members in creating and completing documents using digital tools
- Assist with online scheduling, including booking, rescheduling, and cancellations
- Facilitate virtual meetings using Microsoft Teams and other audio/video platforms
- Explain planning documents, processes, referrals, and available professional services
- Listen actively, identify customer needs, troubleshoot issues, and resolve challenges efficiently
- De-escalate concerns with empathy and professionalism while ensuring a positive member experience
- Maintain punctual attendance, be prepared for appointments, and represent company values in a professional virtual environment

What You Will Need to Be Successful:

- High school diploma or equivalent and at least 1 year of customer service experience
- Strong commitment to delivering an outstanding customer experience
- Excellent verbal and written communication skills, including grammar and spelling
- Active listening skills with the ability to build rapport and demonstrate empathy and patience
- Strong computer proficiency, including Microsoft Office and the ability to learn new systems and technologies
- Ability to multitask in a fast-paced environment while maintaining a professional, positive, and collaborative attitude

Benefits Overview:

- Health, dental, vision insurance
- Life and long-term disability insurance
- 401k
- PTO
- $19.00 per Hour

Apply

Deadline to Apply 9/13/26

Address

3737 Woodland Avenue, Suite 200

About the Company

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

Travel Required

Resume Required

Yes

Contact Person

Palmer Group Resumes

Deadline to Apply 9/13/26

Back to All Jobs