Personal Lines CSR

Personal Lines Customer Service Representative Location: Baltimore, MD 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. 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 Collaborate with teammates to ensure service standards are met and exceeded Handle overflow client calls and general inquiries as needed Qualifications High school diploma required; insurance coursework or certification is a plus 2 years of experience in personal insurance or client service within a professional office setting preferred Active Property & Casualty license is a strong advantage Confident communicator with strong writing and listening skills Skilled in managing multiple tasks with a high degree of accuracy Proficient with typing and data entry is a must. Strong computer skills and proficient with Microsoft Office Strong organizational habits and a mindset for learning and growth Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $45,000 to $65,000 plus bonus Full benefits package including health insurance and retirement contributions Work Environment In-office role (Monday to Friday schedule) Communication channels include phone, email, and team collaboration platforms Must have a positive attitude and willingness to be a team player.

Location: Baltimore, MD, US

Posted Date: 6/16/2025