Account Customer Service Specialist

We are seeking a highly organized, customer-focused Account Customer Service Specialist to support our client's commercial insurance operations. This role plays a key part in servicing client accounts, processing policy changes, coordinating with multiple carriers, and ensuring exceptional customer support. If you enjoy working in a fast-paced environment, are detail-driven, and thrive on building strong client relationships, this is a great opportunity to grow your career within the insurance industry.

Work Model:

• On-Site

What You Will Do:

• Set up and bill premium financing
• Handle commercial lines service calls from customers with professionalism and accuracy
• Process and submit change requests to multiple insurance carriers
• Enter new prospects into the agency management system and submit applications for quoting
• Submit existing customer accounts to additional carriers for comparative quotes
• Process renewals and update the management system with current information
• Manage cancellations in accordance with carrier guidelines
• Process Excess & Surplus Lines new and renewal business
• Generate certificates of insurance in CSR24 as needed
• Review and prioritize daily activities, including urgent items and carrier requests
• Review and respond to emails daily, processing or routing them to the appropriate team members

What You Will Need To Be Successful:

• High school diploma or GED required
• Strong customer-facing or client service experience within an office environment
• Prior insurance experience—especially in property & casualty, life, or health insurance—is a plus
• Strong relationship-building skills and the ability to communicate professionally with policyholders, carriers, and internal teams
• Excellent verbal and written communication skills for explaining policy details, next steps, and escalations
• High attention to detail with strong organizational and documentation skills
• Ability to manage multiple accounts and prioritize effectively in a fast-paced setting
• Strong problem-solving and critical-thinking abilities
• Reliable follow-through to ensure all client requests, policy changes, and carrier updates are completed accurately

Benefits Overview:

• Health, dental, and vision insurance
• PTO
• 401k

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