Rankin HR Consulting ยท 3 weeks ago
Customer Support Representative Agent Specialist
O'Connor Insurance Agency is seeking a dedicated and enthusiastic CSR Agent Representative to join their dynamic Bridgeville team. The role involves balancing customer service responsibilities with personal lines sales and retention to drive client satisfaction and agency growth.
Management Consulting
Responsibilities
Greet and assist visiting clients; answer phones and resolve inquiries professionally
Provide billing support, process payments, and assist with claims reporting
Maintain accurate client records, correspondence, and systems
Communicate effectively with agents and support staff regarding client needs
Write tenant and other personal lines policies; make renewal and cancellation calls
Re-engage past clients and prospects through agency systems
Maintain organized, professional office operations and participate in team projects
Qualification
Required
Licensed Property & Casualty insurance agent in PA (or ability to obtain within 1 year)
5+ years of business administration experience; 2+ years of client service
Strong communication, problem-solving, and organizational skills
Ability to multi-task in a fast-paced office while maintaining professionalism
Positive, client-first attitude with strong teamwork and confidentiality standards
Preferred
Existing license preferred
Benefits
401(k)
Dental insurance
Health insurance
On-the-job training
Paid time off
Parental leave
Vision insurance
Company
Rankin HR Consulting
Providing innovative and impactful HR solutions to small and medium-sized businesses on a fractional basis
Funding
Current Stage
Early StageCompany data provided by crunchbase