Lead Client Manager

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 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:

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 problem-solving skills

• Potential to work a hybrid or remote schedule

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired 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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