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Personal Lines Client Service Representative
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-01-26
Listing for:
Summit Bridge Partners
Full Time
position Listed on 2026-01-26
Job specializations:
-
Insurance
Insurance Agent, Property Insurance
Job Description & How to Apply Below
A well-established, independent insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This entry-level 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.
OverviewResponsibilities
- 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
- Collaborate with teammates to ensure service standards are met and exceeded
- Participate in ongoing client retention and satisfaction efforts, including identifying opportunities for expanded coverage
- Handle overflow client calls and general inquiries as needed
- 2+ years of personal lines experience preferred (independent agency ideal; captive experience will be considered)
- Proficiency with high-net-worth carriers like Chubb and Encompass strongly preferred
- 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 insurance and retirement contributions
- Free parking
- In-office role (Monday to Friday schedule).
- Communication channels include phone, email, and team collaboration platforms
- Small team with supportive culture and a mix of independent and group tasks
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