Insurance Service Specialist – Internal Sales

Orion180; Draper (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

On-site role

Competitive pay

Career growth

Benefits package

Job summary

Orion180 in Draper, UT is seeking an Internal Agency Service Representative to support our Internal Sales team by handling inbound service requests, qualifying inquiries, and ensuring policies move smoothly through underwriting and servicing workflows.

This on-site role emphasizes maintaining accurate client records, meeting response times, and delivering professional customer experiences in a fast-paced environment.

Qualifications

• Previous P&C insurance experience in a service, sales support, or CSR role.
• Experience in a fast-paced, call-driven or task-queue environment.
• Bachelor's degree preferred.
• Strong ability to track outstanding items and close loops without reminders.
• Comfortable working in CRM systems, document management tools, and internal platforms.
• Ability to assess issues, determine next steps, and resolve efficiently.
• Capacity to manage multiple active requests while meeting response-time expectations.
• Clear, professional written and verbal communication.

Responsibilities

• Handle inbound calls and emails, qualifying customer inquiries, and determining eligibility for Internal Sales support.
• Verify that customers are not working with a partner agent before providing service or routing requests.
• Respond to inquiries related to insurance availability, eligibility, coverages, policy changes, transfers, billing clarification, and claim submission guidance.
• Process assigned service tasks including uploading documents, requesting missing information, and responding to underwriting requests.
• Track outstanding client requirements and proactively follow up to resolution.
• Support onboarding and ongoing servicing workflows for new and existing policies.
• Maintain accurate, complete, and confidential client records in the CRM and internal systems.
• Provide administrative and operational support to ensure efficient day-to-day Internal Sales operations.
• Assist with improving and maintaining servicing workflows, documentation standards, and internal processes.

Skills

P&C insurance experience

Customer service

CRM systems

Attention to detail

Communication

Education

Bachelor's degree preferred

Tools

Document management tools

Job description

Orion180 in Draper, UT is seeking an Internal Agency Service Representative to support our Internal Sales team by handling inbound service requests, qualifying inquiries, and ensuring policies move smoothly through underwriting and servicing workflows.

This on-site role emphasizes maintaining accurate client records, meeting response times, and delivering professional customer experiences in a fast-paced environment.