Employment Opportunities

Join our team!

If you are interested in any of these opportunities please contact Brooke brooke[at]oains[dot]com or Randy randy[at]oains[dot]com

Personal Lines Account Manager

Goals:

• Identify and produce new accounts and review current accounts
• Actively seek referrals from current client base to solicit for new business
• Generate new business using prospect database

Daily activity:

30-45 days prior to renewal, conduct customer review. Obtain information and assess client profile to determine eligibility for new products/carriers/coverage

Process all changes and new business accurately and timely

Bind coverage per underwriting rules and provide written binder as requested

Process payment and provide receipt

Obtain all support/underwriting requirements prior to binding as requested

Explain coverage and exclusions to clients

Maintain accurate tracking of claims to assure profitability

Report to management weekly

Develop forms as needed

Maintains accuracy and timeliness when interacting with customers, agencies, and company personnel to minimize potential for an E&O claim

Solicit expiration dates for policies

Perform special projects at management or client request

Accurately complete new applications following underwriting guidelines.

Maintain customers profile with correct contact information

Receive phone calls, office visitors requesting quotes and service.  Determines acceptability and placement, completes application or endorsements, collects and processes payments.

Commercial Lines Administrator

Assists Sales Executive and Account Manager in servicing and retaining of Commercial Accounts. Works to ensure that client retention goals are met by responding promptly to requests from Sales Executive and Account Manager.
 
Daily Activity

30-45 days prior to renewal, conduct client review. Obtain information and assess client profile to determine eligibility for new products/carriers/coverage

Process certificates at the direction of the Account Manager or Sales Executive

Follow up with Carriers for receipt of endorsements

Review and process endorsements, invoicing where necessary and updating the physical file with the changes made by the endorsement

Processing some audits at the direction of the Account Manager

Ordering Loss Runs

Input initial applications in TAM

Assist with spreadsheets and premium allocations on some accounts

File set ups for both Agency and Client

Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc

Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts

Regularly shares knowledge and skills with others

Perform special projects at management or client request

Remains informed regarding industry information, new product information, legislation, coverage’s, and technology

If you are interested in any of these opportunities please contact Brooke brooke[at]oains[dot]com or Randy randy[at]oains[dot]com