Customer Support Team Member

divh2Customer Support Team Member/h2pLocation: Grants Pass, Oregon/ppCompensation: Competitive Hourly Wage (DOE) + Company-Paid Medical, Dental, Vision + Retirement Plan with Company Match/ppPosition Overview/ppInsurance 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 clientssupporting both initial engagement and ongoing service needs./ppThis 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./ppWe 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 requiredwe will train the right person./ppKey Responsibilities/pulliClient Intake Pre-Sale Support/liliServe as the first point of contact for inbound clients (phone, in-person, digital)/liliSchedule and confirm appointments to support team productivity and client flow/liliGather and input client information accurately into the agency management system (Applied Epic)/liliAssist with client follow-up and outreach to support appointment setting and engagement/li/ululliPost-Bind Client Service/liliAssist existing clients with policy updates, billing questions, and general service needs/liliProcess service-related transactions including endorsements, cancellations, and document requests/liliMaintain accurate and up-to-date client records within the system/liliCoordinate with internal team members and carriers to ensure timely resolution of client requests/liliSupport renewal preparation and retention efforts/li/ululliOperations Team Support/liliAssist with daily office operations and administrative tasks/liliCollaborate with team members to ensure a consistent, high-quality client experience/liliIdentify opportunities to improve processes and efficiency within the office/li/ulpWhat Were Looking For/pulliCustomer service, administrative, or office operations experience/liliPositive attitude, strong work ethic, and team-oriented mindset/liliStrong organizational skills and attention to detail/liliComfortable using technology and learning new systems quickly/liliAbility to multitask and prioritize in a fast-paced environment/liliClear and professional communication skills/liliInsurance experience is a plus, but not required/li/ulpWhy Insurance Lounge/pulliBe part of a fast-growing, innovative insurance agency redefining the client experience/liliCollaborative, team-focused environment with opportunities for growth/liliExposure to multiple lines of insurance including Personal, Commercial, Life, Health, Medicare, and Retirement/liliPlay a meaningful role in both new client engagement and long-term client support/li/ulpBenefits/pulliCompany-Paid Medical, Dental, and Vision Insurance/liliRetirement Plan with Company Match/liliPaid Time Off Company Paid Holidays/li/ulpDisclaimer/ppThis 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./p/div