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Customer Experience Specialist

3 months ago


Melbourne, United States Orion180 Insurance Services, LLC Full time
Job DescriptionJob Description

Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.

Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within one to three hours of driving distance.

At Orion180 we have fostered a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our cutting-edge proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules, and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:

Role and Responsibilities

  • Provide exceptional customer experiences by empowering your agents and policyholders.
  • Ability to navigate through multiple computer applications with speed and accuracy.
  • Ability to effectively research and identify solutions using computer-based resources.
  • Ability to work in a paperless work environment where customer privacy is paramount.
  • Learn and utilize multiple underwriting guides and manuals.
  • Review completed inspections and make decisions to accept, modify or reject an insurance risk after scrutiny of all the required documents and studies regarding the risk involved.
  • Process through the system if meets the criteria.
  • Prepare cancellation or rescission documents if not an acceptable risk.
  • Answer email and phone calls from Agents and Policyholders

Qualifications and Education Requirements

  • Personal Lines insurance experience preferred.
  • Familiarity with customer databases or comparable technology is preferred.
  • The ability to relate to customers professionally and courteously.
  • A strong interest in using and promoting innovation and technology.
  • Excellent attention to detail and multi-tasking ability.
  • Excellent written, verbal, and listening skills.
  • 440, 2044 or 220 Property Casualty License or ability to obtain in 60 days
  • Strong analytical thinking and decision-making skills
  • Remarkable customer service skills
  • Experience with Microsoft Office software and Insurance Database utilization
  • Ability to build positive relationships with Policyholders and Agents.
  • Reliability, Dependability, Punctuality
  • Self-motivation to learn the products in detail.
  • An interest in ongoing personal development through training and coaching.
  • The ability to maintain excellent attendance and adherence to assigned work schedules.
  • Must have a High School diploma or general education degree (GED).
  • Must be at least 18 years of age or older.

Citizenship: Must be a U.S. citizen.

Physical Demands

While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading, able to lift light objects (