Columbus - OH - 1600 W. Lane Ave., USA
12 days ago
Personal Lines Client Manager

ABOUT HUB INTERNATIONAL:

Overmyer Hall Associates, a Hub International company, is one of the largest property & casualty insurance agencies in Central Ohio, specializing in commercial insurance, risk management, surety and personal lines. Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, Hub’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Do you have a passion for success and a desire to grow? Do you want to be part of a diverse, professional team who will always have your back? Overmyer Hall Associates leads the insurance industry because of our expert team members and their access to continuing education. A career at Overmyer Hall Associates means colleagues continue to grow, client relationships continue to strengthen, and the endless opportunity to thrive in a meaningful culture.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB Gives

SUMMARY:

Overmyer Hall Associates is seeking to add a Client Manager to their Personal Lines team! The Client Manager will manage assigned personal lines property & casualty accounts to ensure profitability and a high level of retention. They will develop and maintain proactive communications with clients and OHA associates, with a focus on excellent customer service and teamwork.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Develop and maintain relationships with assigned clients, serving as primary contact for all insurance questions and policy changes Attend and participate in carrier and client meetingsTake primary responsibility for policy expiration management and client renewal processesOwns the renewal marketing process and develops marketing strategy for assigned renewal businessPerforms periodic coverage and risk reviews to ensure the adequacy of every clients’ insurance program, as well as contract reviews as requested by clientsSupport Advisors through marketing new prospective clients, communicating with carrier underwriters on the risk profile, determining where the best fit for the prospective client is and providing proposalsComplete policy application details for newly bound policies into EpicHandle communications and correspondences from OHA associates, clients and carriers and work diligently to answer questions or resolve issuesAgency billing including new business, renewal, and endorsement invoicingAssist with claim reporting and follow up as neededSupport and adhere to agency goals and objectivesPerform all other duties as assigned by Personal Lines Manager

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS:

Four years progressively responsible experience in an independent personal lines insurance agency required OR similar years of related work experience dealing directly with personal insurance coveragesOhio Property and Casualty license is requiredProfessional designations are preferredCollege degree preferred. High school diploma or equivalent is requiredKnowledge of personal insurance and productsStrong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)Existing knowledge of Applied Epic is preferredStrong customer service, organization and time management skillsStrong decision making and problem-solving skillsPotential to work a hybrid or remote schedule

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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