Service Representative - Internal Sales Agency
Orion180•Draper, UT
•Onsite
About The Position
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.
Requirements
- 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
- 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
Nice To Haves
- Bachelor's degree preferred
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 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
Benefits
- Competitive base pay and performance bonuses.
- Mentorship, growth tracks, and professional development.
- Medical, dental, vision, 401k, paid holidays, PTO and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
