Customer Service Specialist

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.

• Hybrid

• 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

• 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

Additional Postings available from Palmer Group