What are the responsibilities and job description for the CSR position at Superior Insurance Partners LLC?
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.
Personal Lines Service Representative
Location: Mondovi, WI
We are seeking an experienced and licensed Personal Lines Client Service Representative to join our team. This individual will play a key role in supporting our clients, servicing policies, and contributing to the overall success of our agency.
If you enjoy helping clients, solving problems, and working with a supportive team, we'd love to hear from you.
Position Summary
The Personal Lines Client Service Representative serves as a trusted resource for clients by providing prompt, professional, and accurate service throughout the policy lifecycle. This role manages policy servicing activities, supports account retention efforts, and helps deliver an outstanding client experience.
Key Responsibilities
Client Service & Relationship Management
- Manage a high volume of incoming client calls, emails, and service requests.
- Build and maintain strong relationships with clients through responsive and proactive communication.
- Identify client needs and provide appropriate solutions to ensure satisfaction and retention.
- Handle client concerns and complaints professionally while working toward timely resolution.
- Maintain accurate client records and documentation within agency management systems.
Policy Servicing
- Process policy endorsements, changes, renewals, cancellations, reinstatements, and other service transactions.
- Prepare and deliver certificates, evidence of insurance, and other policy-related documents as needed.
- Assist clients with coverage questions and policy reviews.
- Support the renewal process by reviewing accounts, obtaining quotes, and preparing renewal information.
- Work closely with insurance carriers to resolve policy, billing, and coverage issues.
Agency Operations
- Utilize agency management systems and carrier portals to efficiently service accounts.
- Maintain compliance with agency procedures and insurance regulations.
- Collaborate with producers and fellow service team members to ensure a seamless client experience.
- Contribute to agency retention and growth initiatives through exceptional service delivery.
Qualifications
Required
- Current Property & Casualty Insurance License.
- Minimum of 1 year of Personal Lines insurance experience in an agency environment.
- Strong knowledge of personal lines insurance products and coverage concepts.
- Excellent customer service, communication, and problem-solving skills.
- Strong attention to detail and organizational skills.
- Proficiency with Microsoft Office Suite.
Preferred
- Experience with Applied Epic or AMS360 agency management systems.
- Independent agency experience.
- Familiarity with multiple carrier platforms and rating systems.