Personal Lines CSR

Overview

Join to apply for the Personal Lines CSR role at Superior Insurance Partners
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Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. The company acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The mission is to improve the lives of its agency partners by providing tailored plans and resources across 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.

We are seeking a Personal Lines Client CSR/Account Manager to deliver exceptional customer service and assist clients with issues ranging from relatively simple to moderately complex. Our agency partner is located in Rockville, IN and is growing, hiring a Personal Lines Account Manager to provide excellent service to an established book of business. Join a friendly, competitive work environment.

We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, continually seek improvement, and will demonstrate the value Superior Insurance Partners can provide.

• Effectively manage a high volume of incoming calls.
• Identify and assess client needs to achieve satisfaction.
• Quoting, endorsements, certificates, and will own 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.

• Ability and desire to provide results.
• Develop professional relationships with internal and external partners.
• Effective communication.
• Resilient and adaptable mindset to shifting priorities.
• Eagerness to collaborate with all teams and employees.

• Minimum 2+ years client service experience working with personal lines insurance.
• Property and Casualty Insurance License
• Experience with agency management systems
• Proficiency in Microsoft Office

Job Type: Full-time