Customer Service Specialist

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

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.