Commercial Lines Account Manager

________________________________________________________

PAGE BREAK

 

Fee Agreement

Client Contact Name: Sean Holloway

Client Contact Email: [email protected]

Client Company name:

Main Address: 105 S Main Street, P.O. Box 28, Columbiana, OH, 44408, United States of America

Fee Agreement: 25%

 

 

Company Information:

1. Name of Company: Holloway Insurance, Inc.

a. Mailing Address: 105 S Main Street, P.O. Box 28, Columbiana, OH, 44408, United States of America

b. Company Website:

 

2. Name of Contact: Sean Holloway

a. Email address:

b. Phone number: 330 482 3385

c. Title: CEO

 

3. Where/who should the Invoice be sent too?:

a. Name: Ann Wilcox

b. Email: [email protected]

 

4. What types of roles do you typically use temporary staffing for?:

 

5. Do you have benefits? Can you send me a copy of your benefit package?:

 

6. Can you send me a copy of your company handbook?:

 

(Start) Pain:

1. Tell me about your agency? right fit over start date, culture is employee centric, they loves the office, employee focused founded 50 years ago, never say no to vacation request, great place to work very flexible with employees, just growing so fast- no voicemails you are speaking to a person, very people friendly

 

1. Company Selling Points/Why should someone work for your Agency?:

 

1. How would you describe the culture? People first

 

1. How many total employees?:  3 W2, all support

a. What is the employee breakdown by department?:

 

1. Who does your hiring?

 

1. How do you typically find candidates? – Indeed and JazzHR
   1. How’s that gone?: Mostly out of state candidates

 

1. (Past Year) How many employees did you hire? -

 

1. (Future thinking) How many employees do you plan to add? – 3 office manager and two CSRs

 

1. For this position, have you reviewed any resumes/interviewed any candidates yet?:

a. Where did they fall short?:

b. What did you like?: 

 

1. Do you have any other Search Firms working on this role?: 

a. What candidates have they provided?: 

b. Do you have any candidates actively interviewing?

 

1. Other Pain points?:

 

 

Job Order Information:

1. Job Title: Cl and PL AM- More CL top tier currently hey have CSAs have huge things in piupeline

 

2. Number of Openings: 2

 

3. Why is this position open?: CL: Retiring at the end of December, workforce is getting older PL: just growing, workload is doubled

a. How is the work getting done now?:  they will

 

4. Who does this position report too?: Sean (insurance portion) and Ann (portion)

a. Name & Title: Sean CEO

b. How many people in this department?: CL- 2 producers, 4 Full time CSA, 1 pt, producer in training

PL- 2 CSAs, 6 ft CSAs, Wife is account manager- looking for wife to be overseers

 

5. Required/Preferred Licenses/Designations: P&C

6. Types of Accounts they will be working on:

• Daily Responsibilities: producers are out on the road and seeing people (sean sees
  • CL- kevel between CSA and Producer, this persona will organize and shop, pricing, quotes, compared pricing for CSAs, THEY ARE STRESSED THIN, talk to underwriters to negotiate pricing, coverage changes besides him, so when he is selling its locked and loaded
  • PL- multifcted CSAs, fill out sheet with new customers, plug into carrier websites, accurate quotes,format summaries, take house accounts and check in on new policies, discuss coverage differences, renewal letters, update coverage, claims help
• Book size in premium: CL- 4-5mill, standard carrier not e and s
  • PL Agr is big- 4-5
• Range of accounts (small to large): CL smallest- 300 largets 240k and PL 200$ -12k
• Average size accounts: CL-5k and PL- 2.5-5k
• # of accounts in the book: CL- couple thousand, 3-4 thousand
• Top 5 carriers you want to see from candidates: Westfield, auto owner, hanover, liberty mutual/safe co, progressive
• Industries in the book (commercial only): PL- Agr, CL- generalist, school, manufacturing, artisan contracts, general contractor
• Agency Management system: AMS 360
• Onsite, Hybrid, or Remote: Onsite, two locations Lisbon and Columbiana, Janauary will be paperless 2027, so remote is not doable, onsite but maybe a day or so hybrid, are working on giving flexible, 8-4 and a few 9-5 hour lunch,35 hours a week bc paid lunch
• Budget: CL-
• Start: right fit over start date, culture is employee centric, they loves the office, employee focused founded 50 years ago, never say no to vacation request, great place to work very flexible with employees, just growing so fast- no voicemails you are speaking to a person, very people friendly
• Interview: 30 minute phone interview, 1 hour onsite

(Get jazzhr assessment)

 

7. Daily Responsibilities:

a. If AM: Quote new/renewal business (what percentage):  CL- hard to quote 97% retention. 50-75% internal house, 30% new

 

8. Must have Experience: CL-

 

9. Preferred Years of Experience: CL- open minded hired from 19-65 very open minded, 3-5 years, someone with great energy that’s green will never be a a no and then an older more senior is great as long as they can adapt :learn from each other”, big on team and big team building, company lunches, they truly give back

 

10. Software:

 

1. Salary for this position:
   1. Raises: yearly employee reviews,30/60/90 trial period, good qork is rewarded at any time! Christmas bonus/big on profit sharing 10% pf salary
   2. Bonuses:
   3. Commissions: none

 

12. What is your 401K: 1 year match 4%

12a. Profit Sharing:

 

13. PTO: based on experience 4 weeks (not tied to anything)

 

14. Is this position Remote, Hybrid (how many days), or fully In-Office?: Onsite

 

15. Is there any travel involved with this role?: 

 

 

Soft skills Information:

• Wish List - What are the top 5 Soft Skills you want this candidate to have?: team player, big team little me, great listener, empathetic, positive, proactive and confidence, not confident, refuse to lose, community focused, problem solver

 

2. Of the 5 you just gave me, what 3 must they have?: 

 

Process Information:

 

3. What does the interview process look like (how many interviews, who will they meet with, assessments): 30 minute screen with Jason, 2nd round onsite with Jason and Sue (they will also meet with the staff!)

 

4. Where do you like to hire from?: no

a. Specific Target Companies:

 

5. Are there any companies that you are affiliated with or prefer to not hire from?:  Minor agency,

 

6. Onboarding – what does that look like and is anything required prior to the start date? (background check, credit check): None

 

7. Is there a training period and if so what does it look like?: PL shadowing wife for the first week, but if they are plug and play within 2 weeks they are in the game  

 

8. When would you like the person to start? (CAN NOT BE ASAP): August and Sept

 

9. Typically - what is your availability to interview over the next 1-2 weeks (any days that are always a good/open days/time frames for you)?:  Starting 9/28

 

10. I will begin reviewing candidates immediately and should have qualified candidates to you quickly. What day & time can we review the candidates together?: 

 

 

Internal Information:

1. Job ID & link: 

2. Fee Percentage:

3. Zip Code: 

AMS 360