Service Representative- Internal Sales Agency

Service Representative - Internal Sales Agency

Orion
180 Insurance Services LLC, Melbourne, Florida, United States

At Orion
180, 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.

Our company has offices in three vibrant cities: our headquarters on Florida’s stunning Space Coast in Melbourne, our Irving, Texas, office in a dynamic center of culture, business, and entertainment, and our Draper, Utah, location nestled in the heart of the Salt Lake Valley.

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 Orion
180, 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…