Lead Client Manager Commercial Lines
Lead Client Manager Commercial Lines
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Salary Not Disclosed
1 Vacancy
Job Description
POSITION SUMMARY:
Overmyer Hall Associates is seeking to add a Lead Client Manager to oversee their Client Manager team within the Construction Pillar of the business! The Lead Client Manager supervise mentor and direct Client Managers within their assigned pillar to ensure OHA procedures and service standards are met while acting as subject matter experts and situation resolution resources for their team. The Lead Client Manager will also manage assigned accounts to ensure profitability and a high level of retention as well as develop and maintain proactive communications with clients and OHA associates with a focus on excellent customer service and teamwork.
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 fullservice global insurance broker and financial services firm providing risk management insurance employee benefits retirement and wealth management products and services. With more than 18000 employees in offices located throughout North America Hubs 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 offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and ShortTerm Disability Plans
Supplemental Life and LongTerm Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package Vacation Holiday Sick and Personal Time Off
Great work/life balance because thats important for all of us!
Focus on creating a meaningful environment through employee engagement events
The 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 community
Strong community support and involvement through HUB Gives
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Supervisory Responsibilities:
Deliver performance feedback and mentorship on a regular basis to each Client Manager including conducting quarterly coaching sessions
Provide daily direction and support to Client Managers so that customer requests and policy renewals are handled in a timely efficient and knowledgeable manner
Manages PTO & Flex Time Requests tracking and approval within OHA systems to ensure appropriate coverage within Pillar
Assist with recruiting and onboarding new Client Managers within the assigned Pillar
Collaborate with Client Specialist Supervisor with team member feedback related to training and advancement of the CS team
Establishes relationships with leadership team of our carrier partners focusing on top carriers within assigned Pillar
Evaluate new & renewal business based on carrier appetite and completeness of submission information
Client Manager 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 meetings
Take primary responsibility for policy expiration management and client renewal processes
Owns the renewal marketing process and develops marketing strategy for assigned renewal business
Performs periodic coverage and risk reviews to ensure the adequacy of every clients insurance program as well as contract reviews as requested by clients
Support 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 proposals
Complete policy application details for newly bound policies into Epic
Handle communications and correspondences from OHA associates clients and carriers and work diligently to answer questions or resolve issues
Agency billing including new business renewal and endorsement invoicing
Assist with claim reporting and follow up as needed
Support and adhere to agency goals and objectives
Perform all other duties as assigned by Director of Operations
REQUIREMENTS:
Four years progressively responsible experience in an independent (Personal/Commercial) lines insurance agency required OR similar years of related work experience dealing directly with (Personal/Commercial) insurance coverages
Ohio Property and Casualty license is required
Professional designations are preferred
College degree preferred. High school diploma or equivalent is required
Knowledge of Personal/Commercial insurance and products
Strong understanding and comfort using Microsoft Office tools (Word Excel Outlook PowerPoint)
Existing knowledge of Applied Epic is preferred
Superior leadership collaboration and communication skills and a passion for people leadership/management
Strong customer service organization and time management skills
Strong decision making and problemsolving skills
Potential to work a hybrid or remote schedule
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Manager
Employment Type
Full-Time
