Customer Support Team Member

Customer Support Team MemberLocation: Grants Pass, OregonCompensation: Competitive Hourly Wage (DOE) + Company-Paid Medical, Dental, Vision + Retirement Plan with Company MatchPosition OverviewInsurance Lounge is redefining the insurance experience through a modern, client-first retail model. The Customer Support Team Member plays a key role in delivering a seamless and consistent experience for our clients—supporting both initial engagement and ongoing service needs.This role is focused on client support, operational execution, and team collaboration, ensuring that every client interaction is handled with professionalism, accuracy, and care from first contact through the life of their policy.We are seeking an energetic, detail-oriented individual who thrives in a fast-paced environment, is comfortable with technology, and enjoys working as part of a team. Insurance experience is valuable but not required—we will train the right person.Key ResponsibilitiesClient Intake & Pre-Sale SupportServe as the first point of contact for inbound clients (phone, in-person, digital)Schedule and confirm appointments to support team productivity and client flowGather and input client information accurately into the agency management system (Applied Epic)Assist with client follow-up and outreach to support appointment setting and engagementPost-Bind Client ServiceAssist existing clients with policy updates, billing questions, and general service needsProcess service-related transactions including endorsements, cancellations, and document requestsMaintain accurate and up-to-date client records within the systemCoordinate with internal team members and carriers to ensure timely resolution of client requestsSupport renewal preparation and retention effortsOperations & Team SupportAssist with daily office operations and administrative tasksCollaborate with team members to ensure a consistent, high-quality client experienceIdentify opportunities to improve processes and efficiency within the officeWhat We're Looking ForCustomer service, administrative, or office operations experiencePositive attitude, strong work ethic, and team-oriented mindsetStrong organizational skills and attention to detailComfortable using technology and learning new systems quicklyAbility to multitask and prioritize in a fast-paced environmentClear and professional communication skillsInsurance experience is a plus, but not requiredWhy Insurance LoungeBe part of a fast-growing, innovative insurance agency redefining the client experienceCollaborative, team-focused environment with opportunities for growthExposure to multiple lines of insurance including Personal, Commercial, Life, Health, Medicare, and RetirementPlay a meaningful role in both new client engagement and long-term client supportBenefitsCompany-Paid Medical, Dental, and Vision InsuranceRetirement Plan with Company MatchPaid Time Off & Company Paid HolidaysDisclaimerThis job description is intended to describe the general nature and level of work performed. It is not a comprehensive list of all responsibilities, duties, or qualifications required. Insurance Lounge reserves the right to modify, add, or remove duties at any time based on business needs.