Summary
Location
Chicago
Type
full-time
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About this role
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.
As Optimization Specialist, you will play a vital role in Superior Insurance Partners success by performing pre-Go-Live setup and conducting post-Go-Live site visits and remote meetings with agencies and individual employees to provide training, data cleanup, reporting, configuration, fixes and optimization on the features and operation of Applied Epic, CSR24 and other related system and vendor solutions. Your responsibilities will include creating and maintaining workflows, processes and procedures, creating job aids, configuring accounting methods, promoting best practices, and driving and facilitating efficiency and cost-effective solutions. Timely and detailed responses to agency partners’ support requests will also be a key aspect of your role. We value a strong, positive, customer service-oriented approach in all interactions and training and support activities.
Key Responsibilities:
- Setup agency partner for pre-Go-Live success via:
- Gap analysis including review of legacy system for nuances and anticipated system and procedural changes
- Implementation of vendor solutions (Formstack, ePay, Carrier Rater, Phone Systems, Email etc.)
- Outlook within Epic, Connection Suite, and Browser Extensions
- Email Signatures
- Wet Signatures
- Invoice Templates
- CSR24 and Client Portal Setup
- Epic Home Screens and System Defaults
- Epic scheduled reporting and inputting into MyReports and Quick View (Communication Log, Commission Statements), adding carriers (ICOs) and brokers (PPEs), producer and carrier commission statements as needed
- IT upgrades and changes as needed
- Provide export and import solutions for attachments, application data, certificate holder and templates for internal conversions
- Conduct post-Go-Live support including remote meetings and site visits (as needed) with agencies to provide fixes with migration and integration needs of the agency, including but not limited to:
- Download and suspense cleanup
- Optimization of processes, systems, and customization
- Retraining on the features and operation of the Applied Epic insurance agency management system, CSR24, and other related system and vendor solutions
- Assist with fixes and functionality improvement, remediation for accounting/report gaps and testing, configuration and optimization, and driving and facilitating efficiency and cost-effective solutions.
- Configure accounting methods and bank accounts including security, check print training, transaction imports for opening balances, prebills, and installments.
- Create and maintain workflows, processes and procedures, job aids, and promote best practices.
- Deliver both onsite and remote training courses for introductory and intermediate level users.
- Provide timely and detailed responses to agency partners’ support requests.
- Assist in data clean-up before and after conversion.
- Backup agency partners with short-term Account Management needs.
- Manage multiple projects with well-defined plans and deadlines.
- Evaluate results and initiate changes to help achieve organizational objectives including client retention rates of 93% or better.
Requirements:
- Advanced knowledge of Applied Epic including configuration, Indio, Applied Pay, CSR24 and related and connected software (required).
- Knowledge of non-Epic agency management systems (such as AMS360, Hawksoft, QQ Catalyst, EZLynx, etc.)
- Experience with conversions and integration management.
- Demonstrated ability to problem-solve and anticipate solutions.
- Experience in insurance policy lifecycle management.
- Experience managing a book of business and/or a production service team for commercial and/or personal lines.
- Strong administrative and computing skills, including proficiency in Microsoft Office (Word, Excel, and PowerPoint).
- Effective prioritization and deadline management skills.
- Professional, organized, and skilled communicator with the ability to convey ideas, concepts, and strategies to all levels of the organization.
- Competence in the collaboration tool Microsoft Teams.
Compensation
Highly competitive compensation consisting of base salary, annual performance bonus, and benefits package based on experience.
Other facts
About Superior Insurance Partners LLC
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.
What you'll do
- The Optimization Specialist will perform pre-Go-Live setup and conduct post-Go-Live support, including training and optimization of systems like Applied Epic and CSR24. They will also create workflows, maintain processes, and respond to agency partners' support requests.
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