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Customer Success Specialist

Company

Robert Half Office Team

Location

West Des Moines, IA

Posted

May 28, 2026

Position Overview

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

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