Personal Lines Account Manager (Remote)
Job Description
Job Description
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.
We are seeking a Personal Lines Team Lead to manage various operational functions within our organization, focusing on client service processes and systems. The successful candidate will align team goals with office strategy, driving business outcomes such as client retention, satisfaction, and operational efficiency while fostering a culture of continuous improvement.
Reporting to the Agency Principal, you will oversee a team of Account Managers and CSRs, while also managing an established book of Personal Lines business.
Key Responsibilities:
- Oversee a team of Account Managers and CSRs, while also managing a book of Personal Lines Business.
- Drive business outcomes by enhancing client retention, achieving operational targets, and adding value to clients.
- Develop and oversee the onboarding process for new employees, ensuring they receive necessary access and training for operational systems.
- Oversee the evaluation and integration of new hardware systems, ensuring smooth functionality and asset management.
- Administer carrier relationships and manage key operational systems (Applied Epic).
- Leverage technology to improve productivity, quality, and client satisfaction.
- Manage backend operations, including book movements, carrier setups, policy downloads, and suspense tasks.
Qualifications:
- 5+ years of experience in personal lines, focusing on client services.
- 5+ years of experience with Agency Management Systems, Applied Epic preferred.
- Property & Casualty insurance license.
- Proven experience in operations management, preferably with IT operations.
- Strong leadership, organizational, and communication skills.