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CSR-Personal Lines Insurance

4 months ago

Valparaiso, United States Superior Insurance Partners LLC Full time
Job DescriptionJob Description

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.

We seek a CSR for a Personal Lines book of Business to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex?

Our agency in Valparaiso, IN is growing and looking to hire someone to provide excellent customer service to an established book of business.

We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Superior Insurance Partners can provide.

How will you affect the business?

  • Effectively manage high volume of incoming calls
  • Identify and assess client needs to achieve satisfaction.
  • Quoting, endorsements, certificates and will own the renewal process.
  • Build sustainable relationships of trust through open and interactive communication.
  • Provide accurate, valid, and complete information by using the right methods/tools.
  • Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a 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 2+ years client service experience working with personal lines insurance.
  • Property and Casualty Insurance License
  • Experience with agency management systems- Applied Epic preferred
  • Proficiency in Microsoft Office