Client Service Representative - Personal Lines

Superior Insurance Partners LLC•Lebanon, IN

About The Position

Superior Insurance Partners is seeking a Client Service Representative for Personal Lines who is enthusiastic about building client relationships, collaborating with the sales team to achieve goals, continually improving, and demonstrating the value the company provides. The role supports clients by responding to service needs, handling policy-related transactions, and helping with renewals. The position requires insurance client-service experience and a Property and Casualty Insurance License.

Requirements

  • At least 2 years of client service experience working in insurance.
  • Property and Casualty Insurance License.
  • Proficiency in Microsoft Office.
  • Ability and desire to provide results.
  • Ability to develop professional relationships with internal and external partners.
  • Effective communication skills.
  • A resilient and adaptable mindset in the face of shifting priorities.
  • Eagerness to collaborate with all teams and employees.

Nice To Haves

  • Experience with Applied EPIC or AMS360.

Responsibilities

  • Effectively manage a high volume of incoming calls.
  • Identify and assess client needs to achieve satisfaction.
  • Handle quoting, endorsements, certificates, and contribute to the renewal process.
  • Build sustainable relationships of trust through open and interactive communication.
  • Provide accurate, valid, and complete information using appropriate methods and tools.
  • Handle complaints, provide appropriate solutions or alternatives within time limits, and follow up to ensure resolution.
  • Keep records of customer interactions, process customer accounts, and file documents.
  • Collaborate with the sales team and other employees to achieve goals.
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