Personal Lines Client Service Expert

Chesapeake Search Partners; Washington; On-site; USD 55,000 - 75,000; Full time

Job summary

Chesapeake Search Partners is partnering with a well-established, client-focused independent insurance agency to identify an experienced Personal Lines Client Service Representative (CSR) to join its growing team. This role focuses on building strong client relationships, delivering exceptional service, and supporting day-to-day policy servicing in a collaborative, fast-paced environment.

You will manage policy changes, endorsements, renewals, and client inquiries while coordinating with

Qualifications

• 3-5 years of experience in a personal lines insurance agency environment.
• Active P&C license required.
• Hands-on experience with personal lines policy servicing, endorsements, renewals, and client account management.

Responsibilities

• Manage day-to-day servicing of personal lines accounts (policy changes, endorsements, renewals, updates).
• Respond to client questions regarding policies, coverage, billing, and account information.
• Process policy changes (adding/removing vehicles, drivers, properties, etc.).
• Coordinate with carriers to obtain quotes, process endorsements, resolve issues.
• Assist clients with claims reporting and support through claims process.
• Support policy renewals and account remarketing as needed.
• Review policy documents for accuracy and maintain organized client files.
• Collaborate with producers, account managers, and carriers to ensure seamless service.

Skills

Client relationship management

Communication

Organizational skills

Ability to prioritize

Education

Active Property & Casualty (P&C) License

Tools

Applied Epic

Job description

Chesapeake Search Partners is partnering with a well-established, client-focused independent insurance agency to identify an experienced Personal Lines Client Service Representative (CSR) to join its growing team. This role focuses on building strong client relationships, delivering exceptional service, and supporting day-to-day policy servicing in a collaborative, fast-paced environment.

You will manage policy changes, endorsements, renewals, and client inquiries while coordinating with