Commercial Lines CSR

Superior Insurance Partners LLCIndianapolis, IN
Onsite

About The Position

Superior Insurance Partners is a rapidly growing insurance brokerage platform specializing in commercial lines, personal lines, and employee benefits solutions for businesses and individuals across the United States. Through strategic acquisitions and long-term partnerships with leading independent agencies, Superior has built a strong presence throughout the Midwest and Eastern U.S. At the core of Superior’s approach is its mission: to improve the lives of its Agency Partners by supporting their personal, professional, and financial goals. Rather than applying a one-size-fits-all model, Superior develops customized growth strategies tailored to each partner agency’s unique vision and objectives. Agency partners gain access to a robust shared-services platform that includes accounting and finance, recruiting, human resources, AMS/IT support, marketing, and M&A expertise — allowing local agencies to maintain their entrepreneurial culture while benefiting from the scale, resources, and best practices of a larger organization. Long-term economic alignment ensures partners remain invested in the collective success and growth of the platform. Superior Insurance Partners is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm focused on investing in and partnering with lower middle-market businesses. TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. We are seeking a Commercial Lines Client Service Representative to join our growing team. This person will be assisting our producers and service team and working out of our Indianapolis office. We are looking for people who are enthusiastic about building relationships with clients, who will collaborate with the sales team to achieve goals, constantly seek improvement, and demonstrate the value Superior Insurance Partners can provide.

Requirements

  • 2+ years client service experience working insurance
  • Property and Casualty Insurance License or ability to obtain in first 60 days
  • Proficiency in Microsoft Office

Nice To Haves

  • Experience with Applied EPIC or AMS360 a plus

Responsibilities

  • Effectively manage high volume of incoming calls
  • Identify and assess client needs to achieve satisfaction
  • 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 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
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