Client Services Specialist

Palmer Group; Des Moines (IA); Hybrid; USD 34,000 - 41,000; Part time

Benefits offered by this job

PTO

Hourly pay: $25–$30

Job summary

Palmer Group is seeking a Client Services Specialist in a hybrid, part-time role in Des Moines, IA. The position focuses on serving as the main client contact, supporting insurance servicing, claims assistance, and marketing initiatives. Training is provided for industry entry or advancement.

The ideal candidate has a bachelor’s degree or equivalent experience and 3–5+ years in customer service, with insurance background preferred. Proficiency in CRM and Office 365 is expected.

Qualifications

• Bachelor's degree or equivalent professional experience required.
• 3–5+ years of customer service handling client interactions preferred.
• Insurance industry experience in client services, claims, or underwriting a plus.

Responsibilities

• Serve as primary contact for clients, prospects, insurers, lenders, vendors and partners.
• Manage personal lines policy renewals with guidance for appropriate coverage.
• Educate prospects on insurance options and assist with binding new policies.
• Guide clients through the claims process with timely assistance and follow-up.
• Maintain strong client relationships and resolve policy questions and requests.
• Collaborate with carrier representatives, underwriters, and claims professionals.

Skills

Customer service

Communication

Relationship-building

Problem-solving

Client interactions

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Office 365

Job description

Are you a customer-focused professional who thrives on building relationships, solving problems, and delivering exceptional service? Our client is seeking a Client Services Specialist to serve as a key client point of contact while supporting insurance servicing, claims assistance, new business development, and marketing initiatives. This is an excellent opportunity for an experienced insurance professional or a motivated professional looking to transition into the insurance industry with comprehensive training provided.

Work Model

• Hybrid
• Part-time

What You Will Do

• Serve as a primary point of contact for clients, prospects, insurance carriers, lenders, vendors, and other business partners by managing inbound calls, emails, and service requests
• Review and manage personal lines policy renewals, providing proactive recommendations and guidance to help clients maintain appropriate insurance coverage
• Respond to inquiries from prospective clients, educate customers on insurance coverage options, and assist with obtaining and binding new personal lines policies
• Guide clients through the insurance claims process by providing timely assistance, explaining claim procedures, and coordinating follow-up to ensure successful resolution
• Build and maintain strong client relationships by addressing policy questions, processing service requests, and ensuring a high level of customer satisfaction
• Work directly with insurance carrier representatives, underwriters, and claims professionals to support client needs and policy servicing activities
• Manage and update client policy information, prepare required documentation, and respond to requests from banks, mortgage companies, and other third parties
• Assist with the company's digital marketing efforts, including social media content creation, website updates, and online engagement initiatives
• Monitor and track website and social media performance metrics, providing insights and recommendations to improve visibility and client engagement
• Support additional business and administrative functions as needed, contributing to the overall success of the business

What You Will Need to Be Successful

• Bachelor's degree or equivalent professional experience required
• 3-5+ years of experience in customer service handling client interactions
• Prior insurance industry experience strongly preferred, including client services, claims, or underwriting
• Excellent communication, organization, problem-solving, and relationship-building skills
• Strong technical capability working within CRM systems and Office 365
• Ability to obtain P&C License within 30 days post-hire

Benefits Overview

• PTO
• $25.00 - $30.00 per Hour