Customer Service Representative

We’re seeking a detail-oriented Customer Service Representative to support agency operations, agent onboarding, credentialing, and service delivery for our client. This role serves as a key point of contact for agents, agency principals, and underwriting partners, ensuring accurate information management and exceptional customer service. The ideal candidate will demonstrate customer service excellence with a focus on quality and accuracy, strong problem-solving and time-management skills, and the ability to take ownership and accountability.

Work Model:

• Hybrid (in-office 3 days per week)
• 8:00AM – 5:00PM initially, with the opportunity for a 4-day/10-hour schedule (4/10s) after training for the right individual

What You Will Do:

• Maintain and update agency and producer records across multiple systems
• Support appointments, credentialing, and enrollment activities
• Process onboarding requests and agency setup activities
• Configure agency downloads and system access
• Handle record requests and related documentation
• Respond to inbound calls, emails, and agent inquiries
• Partner with internal teams and external stakeholders to ensure timely and compliant service delivery
• Track and manage high-volume, time-sensitive requests while maintaining accuracy

What You Will Need to Be Successful:

• High school diploma or equivalent
• Excellent attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
• Strong written and verbal communication skills
• Ability to handle confidential information with professionalism and discretion
• Customer-focused mindset with excellent follow-through
• Intermediate Excel skills, including pivot tables, lookups, and filtering (preferred)
• Flood insurance experience (preferred)
• Experience supporting agency operations, onboarding, or credentialing processes (preferred)

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits

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