Senior Client Specialist

Primary Function:

The Senior Client Specialist provides professional and operational support to commercial lines clients and OHA associates with a focus on excellent customer service, teamwork and career development.

CORE RESPONSIBILITIES:

Customer Service

• Respond to calls, emails and questions from OHA associates, clients and carriers in a timely manner (typically within 24 hours). Determine the issue and work diligently to answer their question or concern, and provide a timeline for resolution
• Investigate and resolve issues in a timely and thorough manner seeking help from OHA associates, carriers and other resources as needed
• Document all communication and activity accurately and timely per Overmyer Hall Associates procedures

Insurance Policies & Renewals

• Accurately review and compare carrier quote worksheets, terms and conditions
• Coordinate policy expirations with OHA associates to obtain and process renewal information
• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
• Process complex certificates of insurance and contract reviews as directed by Client Manager
• Process policies, cancellations, audits and endorsements timely and accurately
• With Client Manager or Client Executive direction, prepare and update renewal proposals and summaries
• Complete policy application details for newly bound policies into Epic, at Client Manager direction
• Quote, bind and issue flood policies and assist with flood renewals

Billing

• Responsible for agency billing including:
• creating premium allocations, renewal
• Follow up on cancellations and billing issues including communicating with client and carrier

Career Development

• Attend and participate in carrier and client meetings
• Participate in Applied user group online forums and education for latest trends in Epic and CSR24
• Pursue and maintain professional insurance designations as recommended by Overmyer Hall Associates

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.

Work Experience & Qualifications:

• 2-3 Years of Commercial Insurance experience required
• Ohio Property and Casualty license required
• Professional designation a plus
• College degree preferred. High school diploma or equivalent required

Desired Skills:

• Knowledge of commercial insurance and products
• Exceptional customer service skills
• Existing knowledge of Applied Epic, or ability to develop it
• Proficient at navigating multiple carrier websites and online rating platforms
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint) and internet based tools
• Strong organization and time management skills
• Pleasant and professional communication style
• Strong decision making, judgment and problem-solving skills
• A high sense of urgency and ability to manage multiple and competing priorities
• A desire to live by Our Culture and Core Values: Do the Right Thing, Collaborate, Execute & Grow

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 .

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