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Customer Success Specialist

Robert Half Office Team | West Des Moines, United States | 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

Ready to Apply?

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