CAREER OPPORTUNITIES

THE SECRET TO OUR SUCCESS IS OUR PEOPLE

 

  

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.

 

To apply for a position at OHA, please Contact Us and attach your resume as a PDF or Word Document.

 

Current Available Positions:

Commercial Lines Sales Executive

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.”
Commercial Lines Client Specialist

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.

Personal Lines Sales Executive

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.”
Staff Accountant

Position Title: Staff Accountant

Reports To: Finance and Accounting Manager

Primary Functions: To perform accounting processes and reconciliations to support the Finance and Accounting Manager in the accounting operations and financial reporting for Overmyer Hall Associates.

                                                                                                                                                                                                  

Primary Duties & Responsibilities:

  • Prepare monthly carrier statement reconciliations for payment.
  • Prepare month-end general ledger reconciliations including cash, prepaids, fixed assets, accounts receivable, premium payables, and accruals.
  • Perform daily cash reconciliation of cash operating account.
  • Follow-up on outstanding accounts receivable balances.
  • Perform daily direct bill commission download and reconciliations.
  • Enter voucher payables and set up weekly cash disbursements.
  • Perform monthly corporate American Express reconciliation with supporting documentation.
  • Maintain fixed asset schedule and associated depreciation schedules.
  • Perform daily cash application and bank deposit.
  • Update and maintain accounting department control procedures.
  • Perform special projects as assigned by Finance and Accounting Manager.

Required Skills, Education & Experience: 

  • Associate’s or Bachelor’s degree in Accounting and/or Finance, or equivalent work experience.
  • Demonstrated experience with account reconciliations, billing, cash receipts and other accounting functions.
  • Strong MS Excel skills, and experience working with accounting software.
  • Strong problem solving skills with attention to detail and accuracy.
  • Ability to take initiative and function independently, but also collaborating in team setting.
  • Capability to handle confidential matters with discretion and good judgment.
  • Highly organized, with demonstrated ability to manage multiple priorities and deadlines.
OHA is Award-Winning

LET'S WORK TOGETHER