Company Information:
1. Name of Company: O’Neill Insurance
a. Mailing Address: 111 High Street, Wadsworth OH 44281
b. Company Website: https://oneillinsurance.com/
2. Name of Contact: Pat Oneill
a. Email address: ptoneill
b. Phone number: 330-414-2653
c. Title: CEO
3. Where/who should the Invoice be sent too?:
a. Name: Jody Maibach
b. Email: jmaiback@oneilinsurance.com
4. What types of roles do you typically use temporary staffing for?: no
5. Do you have benefits? Can you send me a copy of your benefit package?: 100% paid medical for employees and 25% for families
6. Can you send me a copy of your company handbook?: yes
(Start) Pain:
- Tell me about your agency?
- Company Selling Points/Why should someone work for your Agency?: 30 hours community service PTO, birthday off, 100% for employee, 25% for family
- How would you describe the culture?
- How many total employees?: 30
- a. What is the employee breakdown by department?: 3 CSRs, 3 Ams, 3-4 Producers, 1 AE
- Who does your hiring? In house hiring
- How do you typically find candidates? – indeed and referral
- How’s that gone?: no well retention has been a problem
- (Past Year) How many employees did you hire? - 3
- (Future thinking) How many employees do you plan to add? – 3-6
- For this position, have you reviewed any resumes/interviewed any candidates yet?:
a. Where did they fall short?: not wanting someone with a ton of tenure
b. What did you like?: tech savvy and quick learners
- Do you have any other Search Firms working on this role?: no
a. What candidates have they provided?:
b. Do you have any candidates actively interviewing?
- Other Pain points?: Retention
Job Order Information:
1. Job Title: Commercial Lines Account Manager Middle to Larger Market
2. Number of Openings: 1
3. Why is this position open?: lost and growing (larger middle market loss)
a. How is the work getting done now?:
4. Who does this position report too?:
a. Name & Title: Pat CEO
b. How many people in this department?: 9
5. Required/Preferred Licenses/Designations: P&C
6. Types of Accounts they will be working on:
Large-generalist book, skews manaufacturing contract school education
- Daily Responsibilities: soup to nuts
- Book size in premium:
- Range of accounts (small to large): 40-300k
- Average size accounts: 75k+
- # of accounts in the book: ranges
- Top 5 carriers you want to see from candidates: cinnicnbati westfield, travller, phillaida encovae
- Industries in the book (commercial only): contractors, general, manufacturing
- Agency Management system: Epic
- Onsite, Hybrid, or Remote: open to both remote (same time zone)- ohio
- Budget:
- Middle and large- up to 100k
- Start:
- Interview:
7. Daily Responsibilities:
a. If AM: Quote new/renewal business (what percentage): 30/70
8. Must have Experience: 3-7 yr of CLAM experience
9. Preferred Years of Experience:
3-5 someone at the beginning and not too tenured/ 3-7 years of experience, tenure is important
10. Software: Epic
- Salary for this position:
- Raises: yearly inflation raise and performance raise
- Bonuses: annual bonus, profit sharing, % of the total comp
- Commissions: no
12. What is your 401K: 3%
12a. Profit Sharing:
13. PTO: birthday, negotiable summer hours
14. Is this position Remote, Hybrid (how many days), or fully In-Office?: Remote
15. Is there any travel involved with this role?:
Soft skills Information:
1. Wish List - What are the top 5 Soft Skills you want this candidate to have?: work ethic, good at learning, passion for the business, tech savvy
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 screening call- pat and business partner , assessment, 1 hour teams or onsite- them plus commercial lines manager (up to 4 ppl in this interview)
4. Where do you like to hire from?: open
a. Specific Target Companies:
5. Are there any companies that you are affiliated with or prefer to not hire from?: no
6. Onboarding – what does that look like and is anything required prior to the start date? (background check, credit check): background check
7. Is there a training period and if so what does it look like?: depends on the role
8. When would you like the person to start? (CAN NOT BE ASAP): July
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)?: can range- get candidates times and we will make it work
10. I will begin reviewing candidates immediately and should have qualified candidates to you quickly. What day & time can we review the candidates together?: Call me when sending someone over, call in subs