Back to search
West Des Moines Chamber of Commerce Linkedin · Posted 13d ago

Customer Service Specialist (46042)

West Des Moines

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

Posted: 08/13/2026

Admin, Support & Clerical

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
  • $19.00 per Hour

Palmer Group

Palmer Group Resumes

  • 3737 Woodland Ave., Suite 200 West Des Moines IA 50266
  • (515) 225-7000
  • (515) 224-4544
  • Send Email
  • Visit Website

Additional Postings available from Palmer Group

Customer Service Representative (46009)

Human Resources Generalist (45712)

Staff Accountant (45919)

Payroll Support Coordinator (45962)

Controls Engineer (45813)

Construction Project Manager (45875)

Business Directory Events Calendar Hot Deals Job Postings Contact Us Join The Chamber

Share

Print Email Facebook Twitter LinkedIn

Tell a Friend

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If repetitive applications get heavy, Managed Job Search adds supervised execution for $99/month.
View Managed Job Search