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CSR/Front Desk Admin

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 Client Service Representative (CSR) to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from simple to moderately complex?

Our agency in Red Oak, IA is growing and looking to hire a CSR/ Front Desk Admin to provide excellent customer service to an established book of business. Come join our friendly, competitive work environment today!

We are looking for people who are enthusiastic about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Professional Insurance Associates can provide.

How will you affect the business?

  • Effectively manage high volume of incoming calls and walk ins
  • Identify and assess client needs to achieve satisfaction
  • Quoting, endorsements, certificates and will own the renewal process
  • Build sustainable relationships of trust through open and interactive communication
  • Provide accurate, valid, and complete information by using the right methods/tools
  • Handle complaints, provide appropriate solutions/alternatives within the time limits and follow-up to ensure a resolution
  • Keep records of customer interactions, process customer accounts and file documents

What skills will make me successful in this role?

  • Ability and desire to provide results
  • Develop professional relationships with your internal and external partners
  • Effective communication
  • Utilize your resilient and adaptable mindset in the face of shifting priorities
  • Eagerness to collaborate with all teams and employees.

Qualifications:

  • 2+ Years of customer service experience
  • Open to licensing
  • High School Diploma
  • Good systems agility
  • Proficiency in Microsoft Office

Preferred:

  • Property and Casualty Insurance License
  • Agency Management System experience

Average salary estimate

$40000 / YEARLY (est.)
min
max
$35000K
$45000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About CSR/Front Desk Admin, Superior Insurance Partners

If you're searching for an exciting opportunity in customer service, look no further than the CSR/Front Desk Admin position at Superior Insurance Partners in Red Oak, Iowa! This rapidly growing insurance brokerage platform is dedicated to enhancing the lives of its agency partners by delivering tailored solutions for commercial lines, personal lines, and employee benefits. As a CSR, you'll play a vital role in managing a high volume of incoming calls and walk-ins, helping clients navigate a variety of inquiries, from the simple to the moderately complex. Your knack for building strong relationships will shine as you identify client needs and provide exceptional service, all while collaborating with our talented sales team. Ideal candidates will have at least two years of customer service experience and a genuine passion for helping others. You'll have the chance to work in a friendly, competitive environment that values open communication and teamwork. Plus, with guidance from seasoned professionals and plenty of opportunities for improvement, you’ll quickly grow your skills and expertise. With your strong organizational abilities and proficiency in Microsoft Office, you'll handle quoting, endorsements, the renewal process, and maintain meticulous records of customer interactions. If you're enthusiastic about contributing to a vibrant team at Superior Insurance Partners and making a real impact in people's lives, we encourage you to apply today and join us in our journey to achieve excellence in customer service!

Frequently Asked Questions (FAQs) for CSR/Front Desk Admin Role at Superior Insurance Partners
What are the responsibilities of a CSR/Front Desk Admin at Superior Insurance Partners?

As a CSR/Front Desk Admin at Superior Insurance Partners, your key responsibilities will include managing a high volume of calls and walk-ins, accurately assessing client needs, quoting, endorsements, and facilitating the renewal process. Building strong relationships with clients is crucial, as you'll need to provide tailored solutions and handle complaints effectively. You'll also maintain records of customer interactions and ensure that clients receive comprehensive assistance.

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What qualifications do I need for the CSR/Front Desk Admin position at Superior Insurance Partners?

To qualify for the CSR/Front Desk Admin position at Superior Insurance Partners, you should have at least 2 years of customer service experience. A high school diploma is required, while a Property and Casualty Insurance License and familiarity with Agency Management Systems are preferred. Additionally, strong proficiency in Microsoft Office is essential, along with effective communication skills and a resilient mindset.

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What skills will help me succeed as a CSR/Front Desk Admin at Superior Insurance Partners?

Success as a CSR/Front Desk Admin at Superior Insurance Partners hinges on your ability to provide outstanding results and foster professional relationships. Effective communication, an adaptable mindset, and collaboration with team members are vital. You should also possess a strong organizational and record-keeping aptitude, coupled with a genuine passion for helping clients resolve their issues.

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Can I expect to receive training as a CSR/Front Desk Admin at Superior Insurance Partners?

Yes! Superior Insurance Partners values the growth and development of its employees. As a CSR/Front Desk Admin, you will receive training to familiarize you with the company's processes, customer service best practices, and tools necessary for successful client interactions. This supportive environment will enable you to enhance your skills and experience in the insurance sector.

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What is the work environment like at Superior Insurance Partners for a CSR/Front Desk Admin?

The work environment at Superior Insurance Partners is friendly, competitive, and collaborative. As a CSR/Front Desk Admin, you'll be part of a motivated team that encourages mutual support and communication. This atmosphere fosters professional growth and helps you develop strong relationships with both colleagues and clients, creating a fulfilling and dynamic workplace.

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Common Interview Questions for CSR/Front Desk Admin
How do you manage high volumes of incoming calls and walk-ins?

To effectively manage high volumes of incoming calls and walk-ins, I prioritize tasks based on urgency and client needs. Using organizational tools and maintaining a calm demeanor helps me provide quality service without feeling overwhelmed. Additionally, I communicate actively with colleagues, ensuring that I can redirect clients to other team members when necessary.

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Can you describe a time when you dealt with a difficult customer?

Certainly! Once, I had a customer who was upset about a service delay. I listened attentively to their concerns and empathized with their situation. After ensuring they felt heard, I provided a solution that alleviated their issue and followed up later to confirm their satisfaction. This experience taught me the importance of patience and clear communication in resolving conflicts.

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What steps do you take to ensure accurate record-keeping?

Accurate record-keeping starts with immediate documentation of customer interactions and any relevant details. I double-check information before entering it into the system and regularly review records for completeness and accuracy. Utilizing templates and organized files also helps me maintain a streamlined process.

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How would you rate your proficiency with Microsoft Office?

I would rate my proficiency with Microsoft Office as advanced. I’ve used Word for creating reports, Excel for data analysis and organizing information, and PowerPoint for presentations. I am comfortable with formatting documents, utilizing formulas in spreadsheets, and designing visually appealing slides that effectively convey information.

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How do you build relationships of trust with clients?

Building trust with clients is all about consistent, open communication. I focus on understanding their needs and following through on my commitments. By being transparent and providing timely feedback, I demonstrate my reliability and steadfast support, which helps foster long-lasting client relationships.

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Why do you want to work for Superior Insurance Partners?

I am drawn to the mission of Superior Insurance Partners, which aligns well with my passion for helping others. The company's focus on creating tailored solutions and supporting its agency partners excites me. I also admire the collaborative work environment and the emphasis on fostering strong relationships – values that resonate with my own professional principles.

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How do you handle complaints or difficult situations with clients?

When faced with complaints or difficult situations, I stay calm and approach the issue with an open mind. I listen carefully to the client’s concerns, validate their feelings, and assess the situation before providing a resolution. Ensuring that clients feel understood and respected can often turn a negative situation into a positive outcome.

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Describe your experience with customer service.

In my previous roles, I have consistently prioritized excellent customer service by actively engaging with clients and ensuring their needs were met. I’ve developed strong problem-solving skills by addressing both simple and complex inquiries, ultimately contributing to improved customer satisfaction and loyalty. My commitment to service excellence has always been at the forefront of my approach.

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How do you stay organized in a fast-paced work environment?

I stay organized in fast-paced work environments by using prioritized task lists, setting deadlines, and utilizing technology effectively. I break down projects into manageable steps, maintain an updated calendar, and ensure I allocate time for urgent tasks without losing sight of long-term goals.

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What qualities make a successful Client Service Representative?

A successful Client Service Representative embodies strong communication skills, empathy, problem-solving abilities, and a commitment to service excellence. Being adaptable to changing circumstances and approaching each client situation with a positive, proactive mindset is essential to drive satisfaction and build lasting relationships.

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TEAM SIZE
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 8, 2025

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