Licensed Life, Health, Medicare Customer Service Representative

Insurance Lounge

Customer Service Representative at Insurance Lounge responding to insurance client inquiries. Assisting agents and maintaining client records in a hybrid setting in Medford, Oregon.

Posted 4/23/2026full-timeMedford • Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $24 - $26 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

We pay for your medical, dental, and vision insurance
Retirement plan with company match
Generous vacation and sick pay
Career progression track

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client-facing customer service experiencelife insurancehealth insuranceMedicare insuranceMedicare AdvantageMedicare SupplementPart D prescription drug plansCMS rulesHIPAA privacy requirementsmultitasking

Soft Skills

patienceempathystrong communication skillsprioritizing workloadsmanaging high-volume callsworking independentlycompleting tasks efficiently

Certifications

Life and Health Oregon insurance license