Insurance Service Representative - Life & Health (Remote)

The Customer Service Representative (CSR) provides exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information. The CSR handles both inbound and outbound customer interactions to ensure needs are met accurately, efficiently, and with empathy. This role contributes directly to customer satisfaction, retention, and the overall success of the Affinity Customer Service team. Collaboration, teamwork, and strong communication within the team are key to success. Your Impact: 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. Successful Candidates Will Have: 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. 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 more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem. For more information, please visit one80.com. Pay Range: $17.50 - $17.50 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers. Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice . Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. One80 Intermediaries has joined Brown & Brown, and teams at both companies are growing. One80 Intermediaries offers exclusive programs and in-house binding authority for property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business and warranty coverage. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy