Insurance Service Representative - Life & Health
WFA Digital Insight
As the insurance industry continues to evolve, demand for skilled customer service representatives has grown significantly. With over 7,000 professionals worldwide, One80 Intermediaries offers a unique platform for those looking to make an impact in the industry. According to recent statistics, the demand for insurance professionals is expected to rise by 10% in the next year. To succeed in this role, candidates should have excellent communication skills, strong technical aptitude, and the ability to work in a fast-paced environment. Before applying, it's essential to understand the company's commitment to customer satisfaction and its entrepreneurial culture.
Job Description
About the Role
The Insurance Service Representative role at One80 Intermediaries is a vital part of the company's customer service team. As a representative, you will be responsible for providing exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. You will be working in a dynamic and fast-paced environment, collaborating with a team of professionals to ensure customer needs are met accurately and efficiently.The role requires strong technical aptitude, with the ability to manage and transition between multiple systems, applications, and communication channels throughout the workday. You will be expected to maintain accurate and complete customer service notes and documentation in the CRM system, process client requests, and identify opportunities for process improvement.
One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With a collective portfolio exceeding
What You Will Do
- Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner
- Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates
- Maintain accurate and complete customer service notes and documentation in the CRM system
- Process client requests, policy changes, and updates received via phone, mail, or email
- Identify opportunities for process improvement and communicate recurring issues or suggestions to the Team Lead or Supervisor
- Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA
- Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction
- Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems
- Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment
- Support departmental initiatives, quality reviews, and process enhancements
- Uphold a positive and professional demeanor that reflects the organization’s customer-centric culture
What We Are Looking For
- High School diploma or equivalent with 1 to 2 years of customer service experience ideally in a call center or similar environment
- Strong technical aptitude with ability to manage and transition between multiple systems, applications, and communication channels throughout the workday
- Insurance, healthcare, or financial services industry experience preferred
- Life & Health license (IL) preferred but not required
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong problem-solving and analytical skills
- Ability to maintain confidentiality and handle sensitive information
Nice to Have
- Experience with CRM systems and Microsoft Office applications
- Knowledge of insurance products and services
- Certification in customer service or a related field
- Bilingual or multilingual skills
Benefits and Perks
- Competitive hourly rate
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Access to ongoing training and education
- Flexible work arrangements and remote work options
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off and holidays
- Employee recognition and reward programs
How to Stand Out
- Be prepared to provide specific examples of your customer service experience and skills in your application and during the interview process.
- Highlight your technical aptitude and ability to learn new systems and applications quickly.
- Showcasing your knowledge of insurance products and services can be a significant advantage in this role.
- Practice your problem-solving and analytical skills to demonstrate your ability to resolve complex customer issues.
- Be prepared to discuss your experience working in a fast-paced environment and prioritizing tasks effectively.
- Consider obtaining a Life & Health license (IL) to increase your chances of being hired.
- Research the company culture and values to demonstrate your understanding of the organization’s customer-centric approach.
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