CAREER OPPORTUNITIES

Position Title: Commercial Lines Sales Executive

Reports To: Sales Manager

Job Summary: Overmyer Hall Associates is a fast-growing property and casualty insurance brokerage, and is seeking energetic, entrepreneurial commercial sales professionals to join our team. This position requires advanced communication skills and the ability to develop expert knowledge of insurance products and services. The role is consultative in nature, and the successful candidate will partner with clients, CEOs, CFOs, and business owners to help them mitigate risk. The individual in this position must be capable of pursuing and closing sales of new and existing commercial clients.

Essential Functions:

• Serve as a consultative risk management professional to clients and prospects, to help them manage, mitigate or transfer risk.
• Build strong relationships with carriers and develop a deep technical understanding of their insurance products and services.
• Prospect for new business from existing clients and identified target groups.
• Become an industry expert in chosen niche markets.
• Achieve objectives established in the annual producer sales plan.
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
• Collect detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
• Work with the Marketing Manager to complete company submissions and selection of potential markets.
• Conduct client and prospect appointments communicating proposals and renewals, explaining details, and communicating a desire to conduct business.
• Stay informed of all claims or service issues and become involved in resolution when required.
• Participate in renewals, when appropriate, by reviewing expiration listing with the service personnel to determine appropriate action and collection of information to prepare renewal submissions.
• Maintain production reports and attend all sales meetings as required.
• Promote agency and insurance industry in the community through involvement in networking groups, trade associations, and other relevant professional affiliations.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.

Job Requirements & Qualifications:

• Proven ability to pursue and close deals.
• Three or more years of experience in commercial sales.
• College degree in business or related field is required.
• Must be able to operate with a high degree of autonomy, and with minimal oversight.
• Professional designations are preferred.
• Responsibilities include travel to the local client and carrier locations during the workday, as well as occasional out of town travel.
• Candidate must have an insured vehicle and be legally eligible to drive to client meetings.
• Must be willing to live by “Our Culture.”

Position Title: Commercial Lines Client Specialist

Reports To: Commercial Lines Client Specialist Supervisor

Primary Functions:

• Provide assistance to Client Managers and Producers in handling and processing of new
  and renewal commercial lines business.
• Provide customer service to clients as assigned and requested.

Major Responsibilities:

• Coordinate expirations with Client Manager and Producer to obtain renewal and/or new business information.
• Maintain expiration lists.
• Issue Certificates of Insurance and handle endorsement requests.
• Check new and renewal policies for accuracy in rating, typing, coverages, signatures and input these transactions to generate billing invoices. Ensure these items are delivered to the client.
• Maintain client data in Agency Management System (Applied’s Epic) in accordance with agency procedure manual.
• Issue Auto ID Cards
• Prepare proposals
• Receive phone calls from clients and companies regarding coverage, claims, or administrative problems and comply with the request and/or refer to the producer only when necessary.
• Maintain a suspense system within Agency Management System to follow up on outstanding orders, correspondence, reports to follow up appropriately.
• Be familiar with and follow agency E&O guidelines.
• Run motor vehicle reports and determine driver eligibility.
• Perform special projects at management’s request.

Qualifications:

• Must be a self-starter, imaginative and creative with great communication skills both verbal and written.
• Must have a high sense of urgency.
• Willingness to obtain Ohio Property and Casualty license.
• Knowledge of Microsoft Excel and Word.
• Strong organizational and prioritization skills with ability to effectively manage multiple tasks.
• A desire to live by “Our Culture”.

This is a full-time, in office role.

Position Title: Commercial Lines Client Manager
Department: Property & Casualty Service
Reports To: Commercial Lines Operations Manager
FSLA Status: Exempt
Job Category/Hours: Full-Time/37.5+ Weekly

PRIMARY FUNCTIONS

Manages assigned commercial lines P&C accounts to ensure profitability and a high level of retention. Develops and maintains proactive communications with clients and OHA associates with a focus on excellent customer service and teamwork.

MAJOR RESPONSIBILITIES

• Develops and maintains relationships with assigned clients, serving as primary contact for all insurance questions and policy changes
• Takes primary responsibility for policy expiration management. Ensures that information required for renewal is collected from the client, renewal terms from the carrier are received promptly and in advance of the renewal, and prepares the insurance proposal for client presentation
• Develops marketing strategy for assigned renewal business. Takes responsibility for the renewal marketing process including: selecting markets, preparing carrier submissions, quote review and comparison, negotiated terms and pricing, obtain optional quotes for coverage enhancements and communicating bind orders to the carriers
• Performs periodic coverage and risk reviews to ensure the adequacy of every clients’ insurance program
• Takes advantage of every available opportunity to develop new accounts and new lines of coverage for existing accounts
• Supports and adheres to agency goals and objectives to place and retain business with the most appropriate carriers
• Collaborates with Commercial Lines Producers and other OHA associates to provide the best experience to our clients
• Investigate and resolve issues in a timely and thorough manner seeking help from OHA associates, carriers and other resources as needed
• Agency billing including: creating premium allocations, renewal, and endorsement invoicing
• Attend and participate in carrier and client meetings
• Assist with claim reporting and follow up, when needed, as a backup to Claims Manager
• Pursue and maintain professional insurance designations as recommended by Overmyer Hall Associates
• Support and enhance Overmyer Hall Associates agency culture

JOB REQUIREMENTS AND QUALIFICATIONS

EDUCATION

• Maintain a state insurance license(s), as required by the Ohio State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in the state of Ohio (or be willing and able to obtain all required licenses within the first 90 days of employment)
• Professional designations such as CISR, MLIS, CRIS, CIC, ARM, CRM, and CPCU are desired
• College degree preferred. High school diploma or equivalent is required

EXPERIENCE, TECHNICAL KNOWLEDGE, AND SKILLS

• Four years progressively responsible experience in an independent commercial lines insurance agency required or similar years of related work experience dealing directly with commercial insurance coverages
• Existing knowledge of Applied Epic, or ability to develop it, is essential
• Intermediate to advanced knowledge of Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Demonstrates effective presentation skills through both verbal and written communications
• Good organization and time management skills
• Strong decision making, judgment and problem-solving skills
• A high sense of urgency
• A desire to live by “Our Culture”

WORK SCHEDULE

• Hybrid in-office and full-time remote schedule are available (candidate must be available to attend monthly meetings in the OHA office and on-site client meetings, when requested)

Position Title: Personal Lines Sales Executive

Reports To: Sales Manager

Job Summary: Overmyer Hall Associates is a fast-growing property and casualty insurance brokerage, and is seeking energetic, entrepreneurial personal lines sales professionals to join our team. This position requires advanced communication skills and the ability to develop expert knowledge of insurance products and services, as well as understanding clients’ lifestyles, assets and risks. The role is consultative in nature, and the successful candidate will partner with high network clients to help them mitigate risk. The individual in this position must be capable of pursuing and closing sales of new and existing clients.

Primary Duties & Responsibilities:

• Achieve objectives established in the annual producer sales plan.
• Serve as a consultative risk management professional to clients and prospects, to help them manage, mitigate or transfer risk.
• Build strong relationships and develop a deep technical understanding of high net worth insurance products and services.
• Prospect for new business from existing clients and identified target clients.
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
• Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
• Work with the Personal Lines Service Team to complete submissions and selection of potential markets.
• Conduct client and prospect appointments communicating proposals and renewals, explaining details, and communicating a desire to conduct business.
• Maintain production reports and attend all sales meetings as required.
• Promote agency and insurance industry in the community through involvement in networking groups, associations, and other relevant professional affiliations.
• Build and maintain a strong professional network of referral sources, including attorneys, bankers and financial planners, for example.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Perform other duties and projects as assigned.

Required Skills, Education & Experience:

• Proven ability to pursue and close deals.
• Three or more years of experience in sales.
• Ohio Property & Casualty license is required.
• College degree in business or related field is required.
• Professional designations are preferred, and willingness to earn continuing education credits as needed.
• Must be able to operate with a high degree of autonomy, and with minimal oversight.
• Responsibilities include travel to the local client and carrier locations during the workday, as well as occasional out of town travel.
• Candidate must have an insured vehicle and be legally eligible to drive to client meetings.
• Must be willing to embrace “Our Culture.”