Service Representative- Internal Sales Agency

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

At Orion180, we don’t just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry. Orion180 is proud to call three vibrant cities home. Our headquarters on Florida’s stunning Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, office places us in a dynamic center of culture, business, and entertainment, keeping us closely connected to innovation and growth. Our Draper, Utah, location, nestled in the heart of the Salt Lake Valley, connects us to a rapidly growing tech ecosystem and provides access to the outdoor lifestyle and natural beauty the region is known for.

About The Role

We’re looking for an Internal Agency Service Representative to support our Internal Sales team by managing inbound service‑related requests, qualifying customer inquiries, and ensuring policies move smoothly through underwriting and servicing workflows. This role is critical to the operation of the Internal Sales department and plays a key part in maintaining productivity, compliance, and a professional customer experience.

What You’ll Do

• 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 such as completing inspections, photo retakes, discount documentation, 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

What We’re Looking For

• 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
• 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
• Capable of managing multiple active requests while meeting response‑time expectations
• Comfort handling customer conversations that require clarity, boundaries, and professionalism
• Detail‑oriented without losing sight of urgency
• Calm and professional under pressure
• Confident enforcing process and eligibility guidelines
• Ownership mindset you finish what you start
• Collaborative and dependable in a team environment
• Comfortable saying “no” when necessary and explaining why clearly
• Clear, professional written and verbal communication required
• 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

What’s In It For You

Join Our Team & Make an Impact! At Orion180, we don’t just meet expectations, we exceed them. If you’re ready to take your career to the next level and be part of a growing, forward‑thinking company, apply today!

• Dynamic Environment: On‑site role with a fast‑paced and collaborative team culture. Results‑driven office where your contributions make a real impact.
• Compensation: Competitive base pay and performance bonuses.
• Career Growth: Mentorship, growth tracks, and professional development.
• Benefits: Medical, dental, vision, 401k, paid holidays, PTO and more!

The office environment is fast‑paced and collaborative. An employee must be willing and able to work their regularly assigned work schedule onsite, and in times of need, be able to work an extended schedule depending on company or departmental needs, project requirements, or customer demands.

While performing general duties for this position, the employee is regularly required to sit, stand, and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, comprehending, and reading; being able to lift light objects (≤25 lbs); and using standard office equipment such as computers, printers, and phones. In addition, there is an occasional need to bend, twist, or squat down to open/close cabinets and reach for files or other standard office‑type objects.

Orion180 is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Reasonable accommodations are available for qualified individuals with disabilities during the application process. Applicants who need accommodations may email [e-mail] to request assistance.