GENERAL PURPOSE:

The Account Manager is responsible for supporting the Risk Advisor and/or Account Executive with daily service requests and retaining accounts. The Account Manager essential functions includes handling policy inquiries, service requests, changes, quotes and billing inquiries.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Supports the Risk Advisor and/or Account Executive with servicing business and retaining accounts.
• Responsible for independently handling client service requests and mid-level service issues.
• Develops relationships with clients and responds to client request in a timely manner.
• May service small business accounts.
• Quotes new lines of business and remarkets existing business.
• Assists team with the renewal process.
• Refers current clients to other services within to Hummel Group.
• Assists clients with making coverage changes. Determines if delayed or advanced billing is appropriate and invoices accordingly.
• Reviews clients account with them upon each contact to ensure account is up-to-date and no other services are needed.
• Identifies exposure to loss and recommends appropriate coverages to client or relays to Account Executive/Risk Advisor to review with client.
• May specialize in niche market.
• Mentors new account managers or assistant account managers.
• Manages customer activity with AMS360 and ImageRight for maximum efficiency and accurate documentation and follow-up.
• Other job duties as assigned.

REQUIREMENTS:

Education or Experience

• Two-years previous experience in Commercial Insurance Accounts preferred.
• High School diploma or equivalent required.
• Must obtain a state property and casualty licensure and maintain ongoing education requirements.
• Must have a current driver license and an insurable driving record.

 Working Environment/Physical Activities

• General office work environment
• Requires the regular use of arms, hands, and fingers
• Frequently required to sit for extended periods of time, reach with arms and hands, stand, walk, stoop, talk, and hear
• May be required to lift and/or move up to 10 pounds

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

The Account Executive in Personal Lines is responsible for cultivating, growing and retaining client accounts.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manages a book of business with high level of service to ensure retention and client satisfaction.
• Drives the renewal process, working closely with the Risk Advisors and Account Manager, as needed.
• Responsible for maintaining a 95% policy and premium retention on an annual basis for the client book assigned to them as well as assist in maintaining that same level of retention for the entire Personal Lines client book.
• Refers current and prospective clients to other services within to Hummel Group.
• Leads and directs exposures of clients and prospects, quoting, review insurance company quotations, prepares proposals, and presents the proposals.
• Takes advantage of every available opportunity to develop new accounts and new lines of coverage for existing accounts.
• Communicate with underwriters regarding eligibility or other changes that need to be addressed to maintain profitability for the carrier and agency. This may involve rewriting policies or making changes to the policy.
• Responds to sales and service requests. Same day follow-up is expected.
• Responsible for setting up annual reviews for clients to ensure client satisfaction.
• Supports and adheres to agency goals and objectives to place and retain business with our clients.
• Supports and adheres to procedures to minimize the agency’s error and omission exposure.
• Provides outstanding customer service, teamwork and assist others in acquiring and perfecting these skills.
• Serves as a backup to sales and claims staff, as needed.
• Travels offsite to meet with clients and insurance company underwriters.
• Other job duties as assigned.

REQUIREMENTS:

Education or Experience

• Must have extensive knowledge of Personal Lines products and previous experience in personal insurance accounts.
• College Degree is preferred.  
• Must obtain State of Ohio licensure for property and casualty before employment.  
• Must maintain ongoing education for keep licensure current. 
• Must have a current driver license and an insurable driving record.  
• Require possession of or plan to obtain CIC designation.

 Working Environment/Physical Activities

• General Office work environment.
• Requires regular use of arms, hands and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

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Hummel Group is an independent insurance agency with 6 locations in Ohio and Indiana. Our growing commercial team is seeking a full-time Performance Bonds Specialist to join our team.

As a Performance Bonds Specialist, you will:

• Analyze client financial statements and contracts to find suitable bonding solutions.
• Work with clients and surety companies to establish bond lines.
• Work with clients and surety companies to process and issue performance bonds.
• Manage existing client relationships in tandem with Risk Advisor
• Actively pursue new client opportunities in tandem with Risk Advisor.
• Other job duties as assigned.

A Successful Employee:

• Excellent verbal and written communication skills.
• Great public speaking and presentation skills.
• Analytical and detail-oriented.
• Strong problem-solving skills.
• Ability to interpret corporate financial statements.
• Proficient in Microsoft Office Suite, especially Microsoft Excel and related software as well as other accounting software programs.
• Ability to work independently and in a fast-paced environment.
• Ability to anticipate work needs and interact professionally with customers.
• Excellent organizational skills and attention to detail.

Requirements:

• Associate or bachelor’s degree in accounting preferred.
• At least two years of related experience preferred.
• Must obtain licensure for the State of Ohio and maintain ongoing education requirements.
• Must have a current driver license and an insurable driving record.

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

Our team is always looking to expand with Risk Advisors who demonstrate a passion for helping people manage risk through the use of insurance and financial strategies.

If you are interested in exploring opportunities as a Risk Advisor, we would like to talk to you.  Please tell us more about yourself by clicking here and a member of our organization will be in touch with you.

As a Risk Advisor, you will have the opportunity to:

• Generate and meet with prospective clients to review exposures, analyze business and insurance needs, and make risk management recommendations
• Develop and utilize expertise in a specific area of risk.  We have opportunities available as a Benefits Risk Advisor, Business Risk Advisor, Financial Advisor, and Personal Risk Advisor.
• Explain insurance programs and alternative risk solutions to existing and prospective clients
• Prepare insurance program coverage proposals, and present them to prospective clients
• Be part of a Trusted Choice® Independent Agency, committed to delivering quality service, competitive pricing, a broad choice of products, and unparalleled advocacy.

A Successful Risk Advisor:

• Enjoys the sales process and prospecting for new accounts
• Enjoys generating new relationships and business opportunities
• Excellent negotiating, decision-making, and sales skills
• Is energetic, self-motivated and results-driven
• Believes in the value of helping others to manage their risk
• Builds trustworthy relationships
• Demonstrates high integrity
• Values teamwork

Requirements:

• Must be willing to work towards and obtain professional industry designations (e.g. CIC, CRM, CPCU)
• Requires possession and maintenance of required licensures.
• Has a valid Ohio driver’s license

Total Rewards at Hummel Group

Hummel Group offers a list of competitive compensation and benefits to meet the needs of all employees. Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

Hummel Group is an independent insurance agency with locations in Ohio and Indiana. Our growing team is seeking a full-time Executive Administrative Assistant to join our team.

An Executive Administrative Assistant, you will:

• Perform clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents for senior staff.
• Arrange travel and accommodation for executives.
• Schedule and attend meetings on behalf of executives, taking notes, and recording minutes.
• Receive incoming communication or memos on behalf of senior staff, review contents, determine importance, and summarize content for appropriate staff.
• Perform office tasks including answering and transferring phone calls, screening when necessary.
• Retrieve information as requested from records, email, minutes, and other related documents.
• Perform other related job duties as assigned.

Requirements:

• Minimum of three years in an administrative role preferred.
• Excellent organizational skills and attention to detail.
• Must have a current driver license and an insurable driving record.

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

Business Support Specialists contribute to the growth and retention of the commercial lines department by managing policy checking, endorsement, and certificate processes. Business Support Specialists supports Business Account Managers by marketing policy renewals and performing day-to-day tasks when needed.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Completes entries and reviews of policy information in AMS360 and ImageRight software programs in an accurate and timely manner.
• Processes renewal policies as accurately and efficiently as possible by using the resources afforded to the team.
• Manages policy and document downloads into the agency management system.
• Processes endorsements to and from the insurance carrier while following documentation guidelines.
• Processes new and renewal certificates for commercial clients while following documentation guidelines.
• Processes and submits claims to insurance carriers while following documentation guidelines.
• Creates submissions for marketing purposes for the commercial department.
• Completes online quotes with various carriers for Select Business clients.
• Completes Account Manager responsibilities including ImageRight tasks and how to route processing requests for completion.
• Pulls and indexes policy documents from insurance carriers.
• Processes inbound/outbound mail.
• Other job duties as assigned.

REQUIREMENTS:

Knowledge, Skills, and Ability

• Ability to learn and utilize the various software systems utilized in the agency.
• Ability to recognize and recommend problems or solutions with day-to-day processes.
• Ability to work well with others.
• Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephone.
• Ability to learn and perform new duties and responsibilities.

Education or Experience

• High school diploma or equivalent required.
• Must obtain a Property and Casualty Licensure.

 Working Environment/Physical Activities

• General office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

The Human Resources Assistant is responsible for administrative support to the Human Resources department in an effective and efficient manner.

‍ESSENTIAL JOB RESPONSIBILITIES:‍

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Maintains and develops ongoing document organization within the department. Ensuring accurate and up-to-date human resource files, records, and documentation.
• Answers frequently asked questions from employees relative to standard policies, benefits, etc.; refers more complex questions to appropriate Human Resource members or management.
• Maintains the integrity and confidentiality of human resource files, records and conversations.
• Completes routine audits of Human Resources files and records to ensure that all required documents are collected and filed appropriately.
• Provides clerical support to the Human Resources department.
• Conducts or assists with new hire orientation.
• Assists with planning and execution of special events such as benefits enrollment, company meetings, employee recognition events, holiday parties, and retirement celebrations.
• Performs other duties as assigned.

REQUIREMENTS:

• Bachelor’s or associate degree is preferred.
• Prior Human Resource experience is desired.
• Must have a current driver’s license and an insurable driving record.  
• Must be working towards industry designations within two years of employment. (SHRM-CP or PHR)

Knowledge, Skills and Ability

• Excellent personal and communication skills, able to relate to all different personality types.
• Ability to interact with employees at all levels of Hummel Group.
• Proficient with Microsoft Word, Excel, and Outlook programs.
• Excellent organizational skills and attention to detail.
• Proficient with or the ability to quickly learn payroll management, human resource information system (HRIS), and similar computer applications.
• Strong analytical and problem-solving skills.
• Ability to learn and perform new duties and responsibilities.
• Ability to travel offsite and to other offices as needed.

Working Environment/Physical Activities

• General office work environment.  
• Ability to drive to other office locations and professional events offsite.
• Remote worksite is available with advance arrangements with Leadership.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

The Life Insurance Advisor is responsible for the administration, marketing, service, and sale of life insurance products, and will provide additional service and support to changing existing client’s life insurance coverages.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Develops a marketing strategy and works closely with our Marketing team and Financial Advisor team to seek new prospects via direct mail, social media, group presentations, promotions, and other methods.
• Consults with existing and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
• Provides rate quotes and coverage recommendations; assists with long-term planning.
• Assists with completion of application and other necessary paperwork; obtains underwriting approval.
• Delivers policy and plan documents to the clients for review and signatures.
• Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.
• Work with existing policy holders to review, renew, and convert term life policies.
• Maintains RedTail client database with accurate up-to-date information and documentation of life prospects/clients and expirations dates.
• Facilitates distributions to beneficiaries as directed on the death of the policyholder.
• Other job duties as assigned.
• ‍

REQUIREMENTS:

Knowledge, Skill, and Ability

• Strong sales and marketing acumen.
• Excellent interpersonal and communication skills, ability to relate to clients.  
• Ability to clearly explain complex insurance policies and packages.
• Ability to provide comfort to beneficiaries after the death of a loved one.
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook.
• Ability to use general office equipment, including a computer, copier, and telephone systems.
• Ability to learn and perform new duties and responsibilities.
• Ability to travel offsite as needed.

Education or Experience

• High school diploma or equivalent required; bachelor’s degree preferred.
• Some sales experience, particularly in insurance, is highly preferred.
• State life insurance licensure required.
• Must have a current driver’s license and an insurable driving record.  

 Working Environment/Physical Activities

• General office work environment.
• Requires regular use of arms, hands and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• May be required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive compensation and benefits to meet the needs of all employees. Review our benefit offerings here.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

The Operations Manager is responsible for casting vision and building camaraderie within the department, developing and implementing efficient workflows, managing staffing levels, overseeing technology, introducing value-added services, and monitoring the overall profitability of their area of focus.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Continually evaluates processes and workflows to eliminate waste, incorporate technology, and achieve maximum efficiency.
• Manages staffing levels within area of responsibility, focusing both on profitability and growth.
• Coordinates with Human Resources in the recruitment, interviewing, hiring, performance management, and termination if necessary of team members.
• Monitors the KPIs of area of responsibility and takes action where needed to meet goals.
• Manages the budget for area of responsibility and takes action where needed to meet goals.
• Develops and maintains a collaborative relationship with sales leaders within area of responsibility.
• Oversees the onboarding and ongoing training processes within area of responsibility.
• Ensures compliance standards are met within area of responsibility.
• Provides ongoing training and development opportunities for team members within area of responsibility.
• Conducts ongoing quarterly evaluations with direct reports.
• Oversees mergers and acquisitions within area of responsibility.
• Other job duties as assigned.

REQUIREMENTS:

Knowledge, Skills and Ability

• Strong leadership skills and relationship building skills.
• Strong critical thinking skills with an ability to focus on the bigger picture.
• Excellent interpersonal and communication skills with an ability to relate to all levels of the organization.
• Ability to navigate conflict, both directly and between team members.
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook.
• Ability to use general office equipment, including a computer, copier, and telephone systems.
• Ability to learn and perform new duties and responsibilities.
• Ability to travel offsite as needed.

Education or Experience

• Bachelor’s degree in business is preferred.
• Minimum of five years of professional experience.
• Must have a current driver’s license and an insurable driving record.  

Working Environment/Physical Activities

• General office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

GENERAL PURPOSE:

The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual mustbe able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Provides technical support to Risk Advisors and Account Executives; specifically, in analyzing client needs, coverage forms and quotes.
• Maintains a 95% policy and premium retention on an annual basis of the entire Personal Lines client book.
• Research accounts and service questions to support Risk Advisors and Account Executives.
• Alerts the Risk Advisors and Account Executives of every available opportunity to develop new accounts and new lines of coverage for existing accounts.
• Refers current and prospective clients to other services within to Hummel Group.
• Assists clients with making changes to their policy.    
• Reviews clients entire account with them upon each contact to ensure account is up-to-date and no other services are needed.
• Identifies exposure to loss and recommends appropriate coverages.
• Request renewal quotes from insurance carries, creates renewal proposals and handles other renewal activities in coordination with the Risk Advisor.
• Responsible for ensuring the client’s premiums are accurate and requoting/rewriting if necessary.
• Serves as a backup to sales and claims staff, as needed.
• Supports and adheres to agency goals and objectives to place and retain business with our clients.
• Supports and adheres to procedures to minimize the agency’s error and omission exposure.
• Provides outstanding customer service, teamwork and assist others in acquiring and perfecting these skills.
• Travels offsite to meet with clients and insurance company underwriters.
• Other duties as assigned.

REQUIREMENTS:

Education or Experience

• Highschool diploma or equivalent required.  
• Must obtain State of Ohio licensure for property and casualty before employment.  
• Must maintain ongoing education for keep licensure current. 
• Must have a current driver license and an insurable driving record.  
• Recommended possession of CISR or CISR Elite designation.

 Working Environment/Physical Activities

• General Office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance (If applicable)

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.

‍

Total Rewards at Hummel Group

Hummel Group offers a list of competitive benefits to meet the needs of all employees. In addition to providing competitive healthcare benefit coverage.  Click here to review our benefit offerings.

Apply Now

If you are interested in applying, complete an online application here or send a resume to careers@hummelgrp.com.

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