Job Description
Description
If you’re the kind of professional who takes pride in delivering a seamless customer experience—and you know the details matter just as much as the conversation—this opportunity is worth your attention. A growing insurance organization in West Des Moines is seeking a Customer Success Specialist to support new business operations and serve as a trusted point of contact for agents.
What You’ll Do:
+ Provide prompt, professional responses to incoming customer inquiries related to new business services
+ Guide clients through policy questions, account updates, and service-related needs
+ Accurately enter and maintain customer data across internal systems
+ Utilize CRM and internal tools to document interactions and track follow-ups
+ Review new business submissions, identify discrepancies, and support processing efforts
+ Communicate effectively with both customers and internal teams via phone and email
If you’re the kind of professional who takes pride in delivering a seamless customer experience—and you know the details matter just as much as the conversation—this opportunity is worth your attention. A growing insurance organization in West Des Moines is seeking a Customer Success Specialist to support new business operations and serve as a trusted point of contact for agents.
What You’ll Do:
+ Provide prompt, professional responses to incoming customer inquiries related to new business services
+ Guide clients through policy questions, account updates, and service-related needs
+ Accurately enter and maintain customer data across internal systems
+ Utilize CRM and internal tools to document interactions and track follow-ups
+ Review new business submissions, identify discrepancies, and support processing efforts
+ Communicate effectively with both customers and internal teams via phone and email
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