Personal Lines Account Manager
1 week ago
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 are seeking a CSR/Account Manager- Personal Lines/HNW Insurance 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? Come join our friendly, fast paced work environment today
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.
Responsibilities:
- Effectively manage high volume of incoming calls.
- Quoting, endorsements, certificates and contribute to the renewal process.
- Develop and maintain strong relationships with clients through regular communication and follow-ups.
- 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.
- 1-2 years of client service experience
- Property and Casualty Insurance License
- Experience with Applied EPIC or AMS360 a plus
- Proficiency in Microsoft Office
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