Licensed Life/Health/Medicare Customer Service Representative

Life/Health/Medicare Customer Service Representative

At Insurance Lounge, our mission is simple: make insurance easier to purchase and understand for consumers. Our Customer Service Representatives are on the front lines of that mission.

We are the first interactive retail insurance store, combining the ease of online insurance shopping with the advantages of a traditional office. Our unique hybrid model offers unmatched benefits:

• Open 7 days a week
• No-commission salespeople
• Access to quotes from over 100 insurance companies
• Flexible shopping: independently or with a licensed agent
• One of the nation's fastest-growing insurance agencies

Your Role:

• Respond to client requests online and by phone professionally and promptly
• Assist agents with appointments, renewals, and new sales
• Conduct outreach to current and prospective clients
• Maintain accurate client records in the database
• Address day-to-day client questions and issues related to life, health, Medicare coverage, eligibility, enrollment, and billing
• Produce high-quality informational materials for clients

What We're Looking For:

• Client-facing customer service experience, preferably in life, health or Medicare insurance
• Valid Life and Health Oregon insurance license and prior licensed insurance experience
• Proficiency in multitasking in a fast-paced, deadline-driven environment
• Familiarity with Medicare Advantage (Part C), Medicare Supplement (Medigap), and Part D prescription drug plans
• Understanding of CMS rules and compliance requirements, including documentation and communication standards
• Competence with MS Office, CRM systems, and multi-line phone systems
• Aptitude for prioritizing workloads and managing high-volume calls/walk-ins
• Capacity to work independently and complete tasks efficiently
• Expertise in explaining life, health, Medicare coverage details and making recommendations to an older demographic
• Knowledge of HIPAA privacy requirements and safe handling of sensitive health information
• Patience, empathy and strong communication skills

Benefits:

• Group health, dental, and vision insurance
• Retirement plan with company match
• Career progression track
• Generous vacation and sick pay