Agency Management System Manager at Superior Insurance Partners LLC

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Integration Workbooks, DCCRs, Epic, Data Mapping, Data Migration, Data Reconciliation, Commission Agreements, Financial Reporting, Workflow Optimization, Applied Epic, M&A Integration, Analytical Skills, Problem-Solving, Process-Driven, Detail Oriented, Excel

Industry

Insurance

Description

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. Agency Management Systems Manager About the Role We are seeking a highly detail-oriented and systems-driven Agency Management Systems Manager to support agency integration across Superior’s growing platform. This role partners closely with the VP of Information and Systems and cross-functional teams to ensure smooth AMS and accounting integrations for newly acquired agencies. This individual will become a subject matter expert in agency management systems and financial workflows, driving accuracy, efficiency, and scalable processes in a fast-paced, acquisition-driven environment. Key Responsibilities Agency Integrations & AMS Support Utilize Integration Workbooks, including DCW and Old/New lists, to ensure accurate data mapping and migration Enter and test DCCRs to validate data integrity and system accuracy Perform AMS data entry and reconciliation during integrations Set up Companies within Epic and understand the distinction between companies and brokers Run reports in Epic to validate data accuracy and support financial review Provide ongoing AMS and accounting support post-integration Employee & Commission Setup Set up Employees within Epic, including accurate entry of commission agreements Ensure commission structures are aligned with contracts and financial reporting Support payroll, billing, and compensation workflows as part of integration Systems & Process Optimization Develop deep expertise in: Agency Management Systems (Applied Epic and other AMS platforms) Billing workflows Financial reporting systems Drive efficiencies by leveraging technology and improving workflows Become a go-to authority on financial and agency management systems across Superior Leadership & Cross-Functional Collaboration Optimize relationships with: Agency principals and employees Internal leadership teams Act as a mentor to systems staff Qualifications Required Experience Strong experience with Integration Workbooks (DCW and Old/New lists) Experience entering and testing DCCRs Experience setting up Employees and commission agreements in Epic Experience setting up Companies in Epic and understanding company vs. broker distinctions Experience running reports in Epic Advanced Excel skills, including pivot tables Preferred Experience Background in insurance agency accounting Experience with Applied Epic or other agency management systems Experience supporting M&A integrations Experience working in a high-growth or acquisition-driven environment What Success Looks Like Integrations are executed accurately, efficiently, and on time Commission structures are properly implemented and validated Agency teams are supported through seamless transitions Systems are optimized and standardized across the platform Competencies Highly detail and deadline oriented Process-driven and systems-minded Strong analytical and problem-solving skills Ability to thrive in a fast-paced, high-growth environment Collaborative and confident communicator Leadership capability with mentoring mindset Why This Role Matters As Superior continues to grow through acquisition, this role is critical to ensuring financial accuracy, operational efficiency, and integration success. By strengthening our financial systems and agency management processes, you directly support scalability, profitability, and partner success across the platform.

Responsibilities

This role focuses on supporting agency integration by ensuring smooth Agency Management System (AMS) and accounting integrations for newly acquired agencies, acting as a subject matter expert in these systems and workflows. Key duties include utilizing integration workbooks, setting up employees and commission structures in Epic, and driving system efficiencies post-integration.