Summit Bridge Partners ยท 2 days ago
Personal Lines Insurance CSR
Baltimore, MD
Full-time
Onsite
Entry, Mid Level
$50K/yr - $70K/yr
2+ years expSummit Bridge Partners is a well-established insurance agency in Baltimore seeking a proactive and detail-driven professional to join their personal lines team. The role involves providing excellent support to internal teams and policyholders, ensuring timely and accurate service for policies related to home, auto, and personal liability protection.
Staffing & Recruiting
Hiring Manager
Robbi Kelly
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
Qualification
Required
2+ years of insurance experience required (personal lines)
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Preferred
Active P&C license preferred but not required with the right experience
Benefits
Health
Dental
Vision insurance
Retirement contributions
Company
Summit Bridge Partners
Welcome to SUMMIT BRIDGE PARTNERS! We're not just another recruitment firm; we're your dedicated partner in navigating the world of talent sourcing and career advancement in Property & Casualty and Group Benefits.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase