Client Services Specialist

6 days ago


Des Moines, Iowa, United States Palmer Group Full time

Job Overview

We are seeking a highly skilled Client Services Representative to join our team at Palmer Group. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients by answering their inquiries, scheduling appointments, and resolving issues.

About the Role

This is a full-time position with a 25-40 hour workweek. The ideal candidate will have at least 2 years of experience in the insurance industry, preferably in a client-facing role. You should be fluent in Spanish and possess excellent computer skills, as well as strong communication and problem-solving abilities.

Responsibilities

  • Answer client calls, direct calls, or solve issues
  • Schedule appointments with new and existing clients
  • Prepare documents and applications for agent meetings
  • Assist with policy changes, address changes, and beneficiary updates
  • Serve as a translator for Spanish-speaking clients
  • Review and submit applications, bind coverage (if licensed)

Requirements

  • 2+ years of experience in the insurance industry
  • Spanish-bilingual
  • Excellent computer skills
  • Strong client support and communication skills
  • P&C license and/or Life & Health insurance license preferred

Benefits

We offer a competitive salary range of $55,000 - $75,000 per year, depending on experience. Our benefits package includes health insurance, paid time off, and opportunities for professional growth and development.



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