Summit Bridge Partners
Personal Lines Insurance CSR
Summit Bridge Partners, Baltimore, Maryland, United States, 21276
Base pay range
$50,000.00/yr - $70,000.00/yr
Recruiting & Business Development Professional Personal Lines Client Service Representative
A well-established insurance agency in Baltimore is seeking a proactive and detail‑driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high‑quality service to clients via phone and email
Assist with the intake, processing, and follow‑up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech‑savvy, detail‑oriented, and organized
Team‑first mentality with a proactive and collaborative attitude
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Customer Service and Administrative
Industries: Insurance
Benefits
Medical insurance
Vision insurance
401(k)
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$50,000.00/yr - $70,000.00/yr
Recruiting & Business Development Professional Personal Lines Client Service Representative
A well-established insurance agency in Baltimore is seeking a proactive and detail‑driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high‑quality service to clients via phone and email
Assist with the intake, processing, and follow‑up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech‑savvy, detail‑oriented, and organized
Team‑first mentality with a proactive and collaborative attitude
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Customer Service and Administrative
Industries: Insurance
Benefits
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr