Client Services Representative

Are you passionate about delivering exceptional service and building lasting relationships? Our client is seeking a dynamic and personable Client Services Representative to serve as the primary contact for their valued customers. In this pivotal role, you’ll be the friendly voice guiding clients through their inquiries, providing tailored coverage information, and helping them navigate offerings with confidence. Your expertise will directly impact customer satisfaction and retention, making a real difference in their experience with us. If you’re motivated to join a vibrant team, make a tangible impact on customer success, and grow your career in a supportive environment, we encourage you to apply now. Take the next step toward a rewarding opportunity today!

Work Model:

• Hybrid

What You Will Do:

• Engage directly with core customers via phone, chat, or email to answer questions, provide policy details, and offer solutions
• Collaborate with the Retention Specialist to ensure high levels of customer loyalty and policy retention
• Partner with Management and the Technical Services Administrator to complete training and deepen your understanding of products and services
• Build relationships with new and existing customers proactively, recommending additional products and services to support their goals
• Document call details and customer interactions accurately within our systems
• Assist prospective clients by assessing coverage needs, providing accurate quotes, and guiding them through the application process
• Perform other related duties to support team success

What You Will Need to Be Successful:

• Excellent problem-solving, analytical, and decision-making abilities
• Outstanding interpersonal and communication skills, with proficiency in phone and written interactions
• Ability to navigate various computer systems efficiently
• Strong organizational skills with keen attention to detail
• Willingness to obtain a Property and Casualty Lines license within 45 days of employment
• Ability to meet insurer appointment requirements as needed
• High School diploma or equivalent; some college coursework preferred
• 2+ years of related experience in customer service, insurance, or a similar environment

Benefits Overview:

• Health and dental insurance
• 401K match
• PTO

Interested and qualified candidates can contact Kyle Broshar at (515) 225-7000 or email Kyle at kbroshar@thepalmergroup.com.