Careers

General Job Description

Reporting to the Personal Lines Service Team Leader, the Personal Lines Account Executive will provide high level client services for an assigned property and casualty book of business. This assigned property and casualty book of business will encompass both new and renewal accounts of the agency.

Tasks/Responsibilities

• Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to client requests and needs (ex: provide evidence of insurance, vehicle change, ID cards, etc.)
• Provide accurate, thoughtful, and prompt services to all clients and related client’s stakeholders within 24 hours of when the request from the client.
• Ability to continuously master the information of all assigned accounts and quote out to various carrier partners using the comp rater through Applied EPIC.
• Continuously educate your knowledge of the property and casualty markets with the help of agency resources.
• Through account proposals, provide accurate summaries of coverage, submissions and presentations using various Microsoft office products.
• Provide all necessary support to Producer’s/Sales Agent’s in maintaining their current book of business and prospects in the pipeline.
• Ability to deliver clear, concise, and consistent information to co-workers and clients via all forms of communication (phone, e-mail, fax, etc.).

Requirements

• Minimum of 3 to 5 years of similar related work experience required handling personal insurance accounts in various industry sector’s; 5 plus years preferred.
• Ability to provide exceptional client service to all accounts within your assigned book of business.
• High School Diploma or GED required; Associates or Bachelor’s degree preferred.
• Current active driver’s license required.
• Active Ohio Property and Casualty Insurance License required.
• Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) preferred.
• Previous experience handling high net worth individuals’ personal lines accounts ($20,000 premium and above) preferred.

Additional Position Qualifications

• Demonstrate a sense of urgency and ability to work with strict and tight deadlines.
• Self motivation, driven mindset, and proactive approach with strong organizational skills.
• Being able to problem solve through tasks and responsibilities in a challenging environment.
• Ability to work independently while also having a high level of interaction amongst team members and outside external stakeholders related to client’s (carriers, lenders, etc.).

Employment Type

Full-time

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General Job Description

Reporting to the Commercial Lines Service Team Leader, the Commercial Lines Account Executive will provide high level client services for an assigned property and casualty book of business. This assigned property and casualty book of business will encompass both new and renewal accounts of the agency.

Tasks/Responsibilities

• Manage a book of business (new and renewal) accounts for small to middle market commercial accounts.
• Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to client requests and needs (ex: issuance of certificates of insurance, etc.)
• Provide accurate, thoughtful, and prompt services to all clients and related client’s stakeholders within 24 hours of when the request from the client.
• Ability to continuously master the information of all assigned accounts and market renewals to various carrier partner’s when needed.
• Continuously educate your knowledge of the property and casualty markets with the help of agency resources.
• Through account proposals, provide accurate summaries of coverage, submissions and presentations using various Microsoft office products.
• Provide all necessary support to Producer’s/Sales Agent’s in maintaining their current book of business and prospects in the pipeline.
• Ability to be a key liaison between Producers/Sales Agent’s and client’s, as well as between the agency and carrier partners.

Requirements

• Minimum of 3 to 5 years of similar related work experience required handling commercial insurance accounts in various industry sector’s; 5 plus years preferred.
• Ability to provide exceptional client service to all accounts within your assigned book of business.
• High School Diploma or GED required; Associates or Bachelor’s degree preferred.
• Current active driver’s license required.
• Active Ohio Property and Casualty Insurance License required.
• Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) preferred.

Additional Position Qualifications

• Demonstrate a sense of urgency and ability to work with strict and tight deadlines.
• Self motivation and being driven with strong organizational skills.
• Ability to work independently while also having a high level of interaction amongst team members and outside external stakeholders related to client’s (carriers, lenders, etc.).
• Proactively manage and protect the agency’s reputation and confidential client information.

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General Job Description

Reporting to the Controller, the Assistant Controller will provide high level support on all financial matters of the organization to ensure and oversee financial efficiency and success. 

Tasks/Responsibilities

• Providing multiple tailored reports to leadership as needed. 
• Manage daily deposits of organization. 
• Entering of bills and making payments on certain timeframes depending on the carriers/brokers we work with.  
• Reconcile company billings and account currents to be paid usually by the 15^th of each month.
• Pull commission statements from all our carriers and then breakdown for different entities within our organization. 
• Manually enter financial information for non-downloaded carrier policies. 
• Prepare company payroll on the 15th and end of the month and break it down/post.
• Each pay period, make the contributions to financial institution. 
• Oversee retirement plan eligibility and requirements. 
• Reconcile bank statements. 
• File surplus lines taxes to the State of Ohio (typically on a quarterly basis). 
• Prepare commission statements to the producers at the end of the month. 
• End of the month statements for the customers and balance accounts.
• 1099’s NEC process oversight. 
• Prepare everything requested from accountants re: tax purposes. 
• File and register with the Secretary of State. 
• Breaking down credit card statements to be paid. 
• Assist in acquisition valuations. 
• Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to accounting functions. 
• Continuously educate your knowledge of the accounting functions of an insurance agency. 

Requirements

• Minimum of 3 to 5 years of similar related work experience required in insurance or similar industry. 
• High School Diploma or GED required; Associates or Bachelor’s degree preferred.
• Current active driver’s license required.
• Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) preferred.

Additional Position Qualifications

• Demonstrate a sense of urgency and ability to work with strict and tight deadlines.
• Self motivation and being driven with strong organizational skills.

Apply Now

General Job Description

Our growing insurance company is currently searching for a highly analytical and professional Insurance Agent to join our team. If you are a talented and sales-minded professional with a passion for the insurance industry, then we are interested in you. Your chief goal as our Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships.

Your work will include. In addition to having excellent communication skills, our ideal candidate will also demonstrate outstanding interpersonal and negotiation skills.

Tasks/Responsibilities

• Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
• Recommend risk management strategies that fit clients’ personal risk profiles.
• Prepare and present detailed reports on the progress of initiatives to management.
• Complete administrative tasks including maintaining records and handling policy renewals.
• Track insurance claims to ensure client and company satisfaction.
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
• Create and implement marketing strategies to compete with other individuals or insurance companies.
• Respond to clients’ insurance-related questions and issues.

Requirements

• Bachelor’s degree 
• A minimum of 3 years’ experience in insurance sales or similar role.
• In-depth knowledge of the different types of insurance plans including vehicle, home, and business.
• Outstanding interpersonal and negotiation skills.
• Proficient in computers and statistical analysis software.
• Excellent written and verbal communication skills

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