Client Services Specialist

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. Apply now!

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

Interested and qualified candidates can contact Anna Miller at (515) 225-7000 or email amiller@thepalmergroup.com.

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