商业线路客户经理
Commercial Lines Account Manager
Superior Insurance Partners 是一家快速发展的保险经纪平台,专注于商业险、个人险以及为美国各地的企业和个人提供员工福利解决方案。通过战略收购和与领先的独立代理机构建立长期合作关系,Superior 在美国中西部和东部地区建立了强大的影响力。
Superior 的核心理念是:通过支持代理机构的个人、职业和财务目标来改善他们的生活。而不是采用一刀切的模式,Superior 会根据每个代理机构的独特愿景和目标制定定制化的增长策略。代理机构可以访问一个功能强大的共享服务平台,包括会计和财务、招聘、人力资源、AMS/IT 支持、营销和并购专业知识——让本地代理机构在保持创业文化的同时,也能享受到大型组织的规模、资源和最佳实践。长期的经济利益一致确保了代理机构持续关注平台的整体成功和增长。
Superior Insurance Partners 得到 Tyree & D'Angelo Partners(“TDP”)的支持,这是一家位于芝加哥的领先私募股权公司,专注于投资和与中等市场企业合作。TDP 公司已完成超过 1000 家合作伙伴关系,企业价值已增长至 40 亿美元以上,TDP 管理的资本超过 14 亿美元。
商业险客户经理
远程 · 全职
我们会直说——Ethos 坦诚相待,包括在职位描述中。这本书是真实的,客户很重要,标准很高。但你不会独自承担。
职位职责
你将负责管理一个已有的商业险客户群,并成为客户信任的人,确保一切正确无误。实际工作内容包括:
- 问题解决者。你是客户遇到问题时的第一联系人——积极主动、反应迅速,在客户提出需求之前就能预判并采取行动。
- 全程负责工作。续保、报价、附加条款、证明文件和承保问题——你从首次接触开始,直到完成全部流程。
- 为客户争取利益。你努力与保险公司沟通,为客户争取最优条件,并且对承保内容有深入了解,能够发现其他人忽略的漏洞。
- 保持数据准确。在代理管理系统中维护准确、最新的记录——因为优质服务始于优质信息。
- 处理日常事务。Chan
查看英文原文
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. Through strategic acquisitions and long-term partnerships with leading independent agencies, Superior has built a strong presence throughout the Midwest and Eastern U.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. TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.
Commercial Lines Account Manager
Remote · Full-Time
We'll be straight with you — Ethos tells the truth, including in job postings. This book is real, the accounts matter, and the standard is high. But you won't be carrying it alone.
The Role
You'll manage an established book of commercial lines accounts and be the person clients trust to get it right. In practice, that looks like:
- Problem solver. You're the first call for your book — proactive, responsive, and a step ahead of what clients need before they ask.
- Owning the work end to end. Renewals, quoting, endorsements, certificates, and coverage questions — you carry them from first touch to done.
- Going to bat with carriers. You work underwriters hard on your clients' behalf and know the coverage well enough to catch the gaps others miss.
- Keeping it clean. Accurate, current records in the agency management system — because good service starts with good information.
- Handling the day-to-day. Changes, cancellations, follow-ups, and all the moving pieces, so nothing slips.
Who we're looking for
- 3+ years servicing commercial lines accounts — you know the rhythm of a renewal cycle in your sleep.
- An active Property & Casualty license. This one's non-negotiable.
- Comfort in an agency management system — Applied Epic experience is a plus.
- Solid Microsoft Office skills.
- CIC, CISR, or similar designations are a bonus, not a barrier. We care more about how you work than the letters after your name.
Mostly, we want someone who's self-motivated, tells it straight, and takes real pride in the work. The rest we can build together.
What it's actually like here
We take a sincere interest in the people we hire — and that's not HR-speak, it's how we run. Ethos is close-knit, more family than hierarchy, built on mutual trust and respect. The focus is on talent, not titles.. We keep communication open, own our mistakes, and tell the truth even when it's the harder thing to do.
“If we take care of our colleagues, our colleagues will take care of business.”
That's the whole idea. We invest in our people first, and we're involved in and committed to the communities we serve. Take care of each other, and the rest follows.
The particulars
- Location: Fully remote.
- Type: Full-time.
- Reports to: Agency leadership.
About Ethos
Ethos Insurance & Risk Management is a commercial and personal lines agency and part of the Superior Insurance Partners platform. That means we pair the resources, carrier relationships, and tools of a national brokerage with the culture of a small group of experienced pros. We're serious about being the best at what we do — and just as serious about being a place worth working.
Sound like your kind of team?
We'd love to hear from you. Tell us who you are — not just what's on your résumé — and let's find out if this is the right fit for both of us.
Originally posted on Himalayas