What are the responsibilities and job description for the Personal Lines Insurance CSR position at Summit Bridge Partners?
Personal Lines Client Service Representative
Location: Baltimore, MD
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
Compensation & Benefits
- Competitive base pay range of $50,000 to $70,000
- Full benefits package including health, dental, vision insurance and retirement contributions
Salary : $50,000 - $70,000