Insurance Service Specialist – Internal Sales Support

Orion180 Insurance Services LLC; Draper (UT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Dynamic onsite environment

Competitive base pay + bonuses

Mentorship and growth tracks

Medical, dental, vision, 401k, PTO

Job summary

Orion180 seeks an Internal Agency Service Representative to support our Internal Sales team by handling inbound service requests, qualifying inquiries, and guiding policies through underwriting and servicing workflows.

You will verify partner agent status, respond to coverage and billing questions, and manage documentation and records within CRM systems. A customer-focused, detail-oriented mindset is essential in a fast-paced environment.

Qualifications

• Prior Property & Casualty (P&C) insurance experience in a service, sales support, or CSR role.
• Experience working in a fast-paced, call-driven or task-queue environment.
• Bachelor's degree preferred.

Responsibilities

• Handle inbound calls and emails, qualifying customer inquiries, and determining eligibility for Internal Sales support.
• Verify 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 such as completing inspections, photo retakes, discount documentation, and 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

CSR Experience

CRM Systems

Attention to Detail

Communication Skills

Multitasking

Education

Bachelor's degree preferred

Tools

CRM software

Document management tools

Internal platforms

Job description

Orion180 seeks an Internal Agency Service Representative to support our Internal Sales team by handling inbound service requests, qualifying inquiries, and guiding policies through underwriting and servicing workflows.

You will verify partner agent status, respond to coverage and billing questions, and manage documentation and records within CRM systems. A customer-focused, detail-oriented mindset is essential in a fast-paced environment.