CLIENT SERVICE REPRESENTATIVE (CSR) - INSURANCE
Monkton, MD
$55k-$65k + Bonus
Position Highlights
Join a growing, client-focused insurance agency where your expertise makes a direct impact. Our esteemed client is seeking a detail-oriented Client Service Representative (CSR) to support policyholders, service accounts, and partner closely with producers and carriers to deliver a high-quality client experience.
This is an excellent opportunity for an insurance professional who thrives in a fast-paced environment and takes pride in accuracy, responsiveness, and relationship-building.
- Manage day-to-day servicing of client insurance policies, including endorsements and updates
- Issue Certificates of Insurance (COIs) and evidence of coverage
- Review and process Motor Vehicle Records (MVRs)
- Respond to billing inquiries and resolve discrepancies with clients and carriers
- Assist clients with claims reporting and provide follow-up throughout the process
- Handle incoming client communications with professionalism and urgency
- Process carrier requests (driver changes, registrations, contact updates, etc.)
- Prepare and submit required state and carrier forms (e.g., FR19, FR13)
- Support policy renewals and supplemental applications
- Partner with producers, account managers, and carriers to ensure seamless service
- Active Property & Casualty (P&C) License (required)
- Experience in an insurance agency or brokerage environment
- Strong knowledge of policy servicing, endorsements, and client support
- High attention to detail and strong organizational skills
- Ability to manage multiple priorities in a fast-paced setting
- Strong communication skills and a client-first mindset
- Experience with agency management systems (EPIC, AMS360, or similar) preferred
For more information, contact Gianna Aguirre at gaguirre@chesapeakesearchpartners.com or apply below.