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. 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. 4 billion of capital under management. Position Summary The Carrier Strategy Analyst plays a key role in supporting carrier relationships, agency operations, and strategic growth initiatives through data analysis and reporting.

This individual will work closely with leadership, finance, and agency partners to analyze production trends, carrier performance, and market opportunities that improve placement strategy, profitability, and overall carrier economics. This role is ideal for someone who enjoys combining analytics with business strategy in a fast-paced, growth-oriented environment.

Key Responsibilities

Partner with the Chief Revenue Officer (CRO) to manage contingent revenue forecasting, budgeting, and performance tracking Build, maintain, and enhance reporting related to carrier performance, including premium volume, policy counts, retention, profitability, and loss data Analyze production data to identify carrier revenue opportunities and growth trends across the organization Support strategic initiatives aimed at improving carrier economics through benchmarking and performance analysis Develop dashboards and reporting tools that provide actionable insights to agency leadership and internal stakeholders Support agency partners with carrier analytics related to policy placement, renewals, negotiations, and market strategy Identify trends in claims activity, loss ratios, and industry performance to help support specialization and profitability initiatives Consolidate and manage data from multiple systems and sources, including carrier reports, CRM platforms, Power BI, and agency management systems Assist leadership with ad hoc reporting, forecasting, and strategic analysis projects as needed

Qualifications

Bachelor’s degree in Data Analytics, Business, Finance, Statistics, or a related field 2–5 years of experience in data analysis, business analytics, or financial analysis, preferably within insurance brokerage, financial services, or a related industry Strong proficiency in Excel and Power BI Experience building dashboards, reports, and data visualizations for business stakeholders Ability to analyze complex datasets and translate findings into actionable business recommendations Strong attention to detail and commitment to data accuracy Excellent organizational and communication skills with the ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

Experience working within the insurance industry, particularly in brokerage or carrier env