Primary Functions:

　　The Commercial Lines Client Manager manages assigned commercial lines P&C accounts at OHA (a division of HUB International) 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

　　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)Department Account Management & Service

　　Required Experience: 7-10 years of relevant experience

　　Required Travel: Negligible

　　Required 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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　　Hi, we’re HUB.

　　In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

　　When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

　　And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

　　About HUB International

　　Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.