Commercial Lines Account/Operations Manager

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 an experienced and detail-oriented dual role Commercial Lines Account Manager/Operations Manager to oversee various operational functions within our organization, specifically focusing on client services processes and systems. Reporting directly to the Agency Principal, the successful candidate will play a crucial role in leading a Client Service team to deliver high-quality and efficient service.This person will manage a small book of commercial business. This role is pivotal in ensuring that goals and objectives align with the office strategy, ultimately impacting business outcomes such as client retention, satisfaction, operational targets, and fostering a culture of performance and continuous improvement.

 

Key Responsibilities:

• Oversee a team of account managers while managing a small book of commercial lines business.
• Use Applied Epic as a tool to improve productivity and quality.
• With a knowledge of industry standards, you will have a direct impact on business outcomes such as improving client retention, client satisfaction, improving Superior’s value to our clients, achieving operating/margin target, cultivating a culture of performance and continuous improvement.
• Develop and oversee the onboarding process for new employees, ensuring they receive necessary access and training for operational systems.
• Oversee the evaluation and installation of new hardware systems, collaborating with relevant teams to ensure seamless integration and functionality while maintaining an up-to-date inventory of software and hardware assets, coordinating procurement and disposal as necessary.
• Serve as the primary administrator for carriers, EPIC, and support our IT vendor, ensuring smooth operation and adherence to security protocols.
• Proficient in Epic backend operations, coordinating book movements, executing carrier setup downloads, establishing branch setups, managing policy downloads, and overseeing suspense tasks.
• Manage data integrity by overseeing Com Log usage, providing training, monitoring clean data workflows, and generating workflow contest reports.
• Implement and monitor IT security measures to safeguard organizational data and systems. Administer various platforms including social media (Facebook, LinkedIn), Levitate, Zywave, and CRM systems.
• Generate regular reports on operational performance, identifying areas for improvement. Analyze workflows for efficiency and accuracy, making recommendations for optimization.

 

Qualifications:

• Bachelor’s degree in business administration, Operations Management, or a related field or 10 years of Insurance Brokerage Experience.
• 5+ years of experience in Commercial lines with a focus on client services.
• 5+ years of experience working with Agency Management Systems, Applied Epic preferred.
• Licensed in Property & Casualty insurance.
• Proven experience in operations management, preferably with IT operations experience.
• Strong organizational and leadership skills.
• Excellent communication and interpersonal abilities.