Service Representative Internal Sales Agency
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Job Location:
Draper, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
ABOUT THE ROLE:
Werelooking 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 role is critical to the operation of the Internal Sales department and plays a key part inmaintainingproductivity compliance anda professionalcustomer experience.
WHAT YOULL DO:
- Handle inbound calls and emails qualifying customer inquiries anddeterminingeligibility 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
- Maintainaccurate 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
- Assistwith improving andmaintainingservicing workflows documentation standards and internal processes
WHAT WERE LOOKING FOR:
- Prior Property & Casualty (P&C) insurance experience in a service sales support or CSR role
- Experience working in a fast-paced call-drivenor task-queue environment
- Bachelors 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 issuesdeterminenext 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 mindsetyou 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 issuesdeterminenext steps and resolve efficiently
- Capable of managing multiple active requests while meeting response-time expectations
- Detail-oriented without losing sight of urgency
- Calm and professional under pressure
- Confident enforcing process and eligibility guidelines
- Ownership mindset
- Collaborative and dependable in a team environment
- Comfortable saying no when necessary and explaining why clearly
WHATS IN IT FOR YOU:
Join Our Team & Make an Impact! At Orion180 we dont just meet expectations we exceed them. If youre 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 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 to request assistance.
Required Experience:
Unclear Seniority
Key Skills
- Sales Experience
- B2B Sales
- Time Management
- Customer Service
- Cold Calling
- Retail Sales
- Territory Management
- Upselling
- Product Demos
- Outside Sales
- Medicare
- negotiation
About Company
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 glo ... View more
