CSR- Personal Lines

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. Personal Lines Service Representative Location: Wyoming, Ohio Join a Respected Independent Insurance Agency We are a long-established and growing independent insurance agency located in the beautiful community of Wyoming, Ohio.

We pride ourselves on delivering exceptional service, building lasting client relationships, and creating a collaborative work environment where employees can thrive. 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 Casual