POSITION SUMMARY:

Overmyer Hall Associates is seeking to add a Client Manager to their Surety team! The Surety Client Manager is responsible for assisting Producers with the servicing of assigned surety accounts in accordance with the practices, policies and procedures of the Company.

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:

Prepare and coordinate all transactions, paperwork, and internal processing for assigned surety accounts, including applications, billing, policies, invoices, change request, renewals and cancellations

Prepare invoices, transmittals, renewal certificates and cancellation forms

Review and process change requests in the agency management system

Set up and maintain new and renewal client files

Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Producer

Review bond forms for completeness and accuracy

Prepare surety bonds for delivery to clients

Communicate with company personnel regarding the client’s needs and/or issues

Maintain an accurate suspense system on all items that require a response

Field phone calls from surety customers regarding questions about their bonds, renewals, changes payments, cancellations etc.

Input/maintain data on account management system and ancillary systems

Provide quality customer service to clients, team members, and carriers

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS:

2-3 years of prior surety/insurance work experience OR prior relevant work experience is required

Ohio Property and Casualty license is required

Professional designations are preferred

College degree preferred. High school diploma or equivalent is required

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

Existing knowledge of systems including SurePath, EPIC and Applied Agency Management System is preferred

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 & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

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