What are the responsibilities and job description for the Personal Lines CSR position at Superior Insurance Partners LLC?
Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform.
Superior is backed by Tyree & D'Angelo Partners ("TDP"), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.
CSR/Account Manager – Personal Lines (Contract)
We're seeking a (Remote) CSR/Account Manager-Personal Lines to join our growing team. This is a contract-to-hire position with the potential for full-time hire upon successful completion. The ideal candidate will provide excellent customer service to an established book of personal lines business, collaborate with the sales team to achieve goals, and demonstrate the value Superior Insurance Partners can provide.
Key Responsibilities:
- Effectively manage a high volume of incoming calls.
- Identify and assess client needs to achieve satisfaction.
- Handle quoting, endorsements, certificates, and own the renewal process.
- Build sustainable relationships of trust through open and interactive communication.
- Provide accurate, valid, and complete information using the appropriate methods/tools.
- Handle complaints, provide appropriate solutions/alternatives within time limits, and follow up to ensure resolution.
- Keep records of customer interactions, process customer accounts, and file documents.
What skills will make me successful in this role?
- Ability and desire to provide results.
- Develop professional relationships with your internal and external partners.
- Effective communication
- Utilize your resilient and adaptable mindset in the face of shifting priorities.
- Eagerness to collaborate with all teams and employees.
Requirements:
- Minimum 3 years client service experience working with personal lines insurance.
- Applied Epic Experience- Required
- Property and Casualty Insurance License
- Proficiency in Microsoft Office
Salary : $40,200 - $54,100
