Commercial Lines CSR
About this role
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.
Join Our Growing Team as a Commercial Lines CSR/Account Manager!
Are you passionate about delivering exceptional customer service? Do you thrive in a dynamic environment where you can assist clients with a variety of needs, ranging from relatively simple inquiries to moderately complex issues? If so, then we want you to be a part of our team in our Verona, WI office.
As a Commercial Lines Account Manager, you will play a crucial role in providing top-notch service to our valued clients. Here is what you can expect:
Job Responsibilities:
- Efficiently manage a high volume of incoming calls.
- Identify and assess client needs to ensure satisfaction.
- Handle quoting, endorsements, certificates, and identify gaps in coverage, and consult with the producer as needed.
- Support the renewal process for all assigned and prospective clients with the producer including ordering loss information, updating information, handling renewal applications, renewal marketing, account rounding, reviewing, and facilitating the renewal pricing including preparing the renewal proposal and binders.
- Help grow the assigned book of business through account rounding and referrals.
- Cultivate enduring relationships of trust through open and interactive communication.
- Provide accurate, valid, and complete information using appropriate methods and tools.
- Address complaints promptly, offering appropriate solutions and ensuring resolution.
- Maintain meticulous records of customer interactions and process accounts accordingly.
Key Skills for Success:
- Results-oriented mindset, driven to achieve objectives.
- Ability to develop professional relationships with internal and external partners.
- Exceptional communication skills to convey information effectively.
- Resilient and adaptable mindset, capable of managing shifting priorities.
- Eagerness to collaborate with colleagues across all teams.
Requirements:
- 3+ years of P&C insurance experience
- Property and Casualty Insurance License
- Agency management system experience; Applied Epic preferred
- Strong skills in Microsoft Office applications.
Company at a glance
Superior Insurance Partners is a growing insurance brokerage platform that partners with, invests in, and supports leading insurance brokerages. As our partner, you maintain your independence and entrepreneurial culture while gaining customized resources to help you achieve your goals faster.
Each of our Agency Partners brings unique product expertise and regional focus. Our Agency Partners may collaborate to leverage the power of our platform and expand their client reach and service offerings. By using the resources and relationships of our shared platform, each Agency Partner can better serve their existing clients and more easily win new clients, all while maintaining their entrepreneurial culture.
Our minimally disruptive approach does not change your brand, employee compensation structure, or management – instead, we provide tailored resources so you can achieve your goals faster than you would without a partner.
Whether you are looking for administrative support, carrier market access, recruiting support, or an acquisition partner to grow your brand - Superior Insurance Partners can help you achieve your goals.
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