Client Service Representative - Personal Lines

Superior Insurance Partners LLC; Lebanon (IN); On-site; USD 42,000 - 60,000; Full time

Job summary

Superior Insurance Partners is seeking a client-focused Insurance Customer Service professional to manage a high volume of calls, assess client needs, and support quotes, endorsements, certificates, and renewals.

You will build trusted relationships with clients and internal teams, provide accurate information using the right tools, and handle complaints with timely resolutions while maintaining complete records of interactions.

Qualifications

• Minimum of 2 years of client service experience working insurance.
• Property and Casualty Insurance License
• Experience with Applied EPIC or AMS360 a plus
• Proficiency in Microsoft Office

Responsibilities

• Manage a high volume of incoming calls.
• Identify 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 using the right tools.
• Handle complaints and provide solutions/alternatives with timely follow-up.
• Keep records of customer interactions and file documents.

Skills

Client service

Communication

Relationship building

Adaptability

Team collaboration

Tools

Applied EPIC

AMS360

Microsoft Office

Job description

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

How will you affect the business?

• 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

What skills will make me successful in this role?

• Ability and desire to provide results
• Develop professional relationships with your internal and external partners
• Effective communication
• Utilize your resilient and adaptable mindset in the face of shifting priorities
• Eagerness to collaborate with all teams and employees.

Requirements:

• Minimum of 2 years of client service experience working insurance
• Property and Casualty Insurance License
• Experience with Applied EPIC or AMS360 a plus
• Proficiency in Microsoft Office