Client Specialist

POSITION SUMMARY:

Overmyer Hall Associates is seeking to add a Client Specialist to their Commercial Lines team! The Client Specialist will provide administrative and professional support to commercial lines 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 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 offerings

  • Medical/dental/vision insurance and voluntary insurance options

  • Health Savings Account funding

  • 401k matching program

  • Company paid Life and Short-Term Disability Plans

  • Supplemental Life and Long-Term Disability Options

  • Comprehensive Wellness Program

  • Paid Parental Leave

  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance, because that’s 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:

• Communicate with OHA associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products

• Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers

• Sort, Scan and process all new mail items

• Deliver policies in a timely manner and in the format in which the Client Manager advises

• Request, process and handle mid-term change requests

• Properly document all communication and activity with OHA associates, clients and carriers to maintain compliance and organization

• Coordinate policy expirations with OHA associates to obtain and process renewal information

• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments

• Process complex certificates of insurance and contract reviews

• Process policies, cancellations and endorsements timely and accurately

• Prepare and update renewal proposals and summaries

• Complete policy application detail for newly bound policies into Epic

• Follow up on cancellations and billing issues by effectively communicating with client and carrier

• Assist with claim reporting and follow up

• Pursue and maintain professional insurance designations as recommended by Overmyer Hall Associates

• Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations 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:

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred

• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment

• Professional designations are preferred

• College degree preferred. High school diploma or equivalent is required

• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)

• Existing knowledge of Applied Epic is preferred

• Strong customer service, organization and time management skills

• Strong decision making and problem-solving skills

Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor’s degree (4-year degree)

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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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