Client Service Manager

POSITION SUMMARY:

Overmyer Hall Associates is seeking to add a Client Service Manager to oversee their Commercial Lines team of Client Specialists! The Client Service Manager trains and guides Commercial Lines Client Specialists through their assigned responsibilities to ensure the future success of the individuals and the team as a whole. The Client Service Manager will provide training on procedures or process and serve as an information and situation resolution resource for the Client Specialist team.

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!

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Supervise Commercial Lines Client Specialists: assigning and monitoring work, implementing productivity standards, resolving operations problems, and implementing new procedures

• Maintain staff by selecting, orienting, and training Commercial Lines Client Specialists and developing their personal growth opportunities

• Develop and maintain formal, documented training programs for Client Specialist team

• Coordinate and provide ongoing system and procedural training for numerous technologies, including Epic agency management system, CSR24, various other software applications and carriers’ online quoting systems

• Monitor Client Specialists’ development and communicate progress directly to employee through regular coaching sessions

• Document progression over a specific timeline, set learning targets and track results for each Client Specialist to better identify advancement readiness 

• Oversee dedicated OHA certificate email address to ensure prompt and accurate issuance of certificates of insurance and related change requests

• Promote and facilitate consistent and effective procedural communications between Client Specialists and the commercial lines department

• Learn and master the procedures required for Commercial Lines Client Specialists, and other selected positions within the agency and be able to perform those functions as needs arise

• Run and review regular activity reports to identify backlogs, confirm compliance with agency procedures, and assess training needs

• Serve as liaison between Client Specialist team and Commercial Lines Client Managers

• Work directly with carrier representatives to ensure carriers systems are being utilized appropriately and Client Specialists are proficient in their use

REQUIREMENTS:

• Ohio Property & Casualty license is required

• Previous Insurance experience is required. Prior Commercial Lines Property & Casualty insurance experience is highly preferred

• Professional designations are preferred

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

• Prior management/leadership experience is highly preferred

• Knowledge of commercial insurance and products is essential

• Existing knowledge of Applied Epic, or ability to develop it, is essential

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

• High level of professionalism; ethical; visionary leadership skills

• Analytical and detail oriented; self-starter

• Strong decision making, judgment and problem-solving skills

Department General ManagementRequired Experience: 2-5 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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