Oswald Companies
Client Manager – Group Benefits
Oswald Companies
Would you like to take ownership in a dynamic, high‑growth business that truly walks the talk?
Oswald Companies seeks goal‑driven professionals ready to take their career to the next level.
Job Summary The Client Manager will provide quality client management of relationships by anticipating client needs, researching to ensure the client’s employee benefits program supports their financial and organizational goals, and managing renewal with oversight and guidance from senior members of the team. Responsibilities include growing the current book of business, understanding the client’s business, and achieving a minimum of 95% retention and client satisfaction rating.
Essential Functions
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With oversight and guidance from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and develop accounts by:
Preparing and writing proposals and providing quote comparisons.
Performing program benchmarking, demographic analysis, claims utilization data analysis, financial underwriting review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage by:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting coverage analysis.
Review policy coverage and identify cross‑selling and additional revenue opportunities.
Develop a thorough understanding of client business, policies, practices, and industries.
Guide clients through the initial objective‑setting process.
Analyze data and recommend findings to clients.
Respond to client needs and questions, making sound recommendations on a day‑to‑day basis.
Produce high‑quality work and stay informed through company‑sponsored and industry educational activities, webinars, seminars, and conferences.
Ensure legislative, regulatory, and technical developments are communicated to clients.
Serve clients in accordance with PAR E&O professional service standards.
Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
Maintain functional understanding of EPIC and update accordingly.
Ensure adequate time for peer review of all client work, including calculations, reports, and presentations, for accuracy prior to client delivery.
People Management and Relationship Skills
Delegate appropriately and provide development opportunities for co‑workers.
Display professional, social, and teamwork skills.
Work well within a team and possess a positive attitude.
Manage and meet expectations of co‑workers and clients.
Possess strong oral and written communication skills, both internally and externally.
Productivity
Participate in internal and external networking activities.
Manage projects to meet deliverable deadlines and expectations.
Remain up‑to‑date on all tasks.
Have awareness of firm’s service capabilities to generate ideas and solutions for clients and cross‑selling opportunities.
Minimum Education / Abilities / Skills
Bachelor’s Degree in Business, Risk Management, Analytics or related field preferred; high school diploma or GED plus industry experience required in lieu of an associate’s or bachelor’s degree.
3–5 years employee‑benefits experience handling medium accounts at a high level of responsibility.
Exhibits executive presence and strong rapport‑building/interpersonal skills for positive interaction with customers and co‑workers.
Exercises sound judgment and strong critical thinking for good decisions under time constraints.
Works collaboratively with internal and external stakeholders, a team player with a positive attitude.
Excellent oral and written communication skills, communicating effectively with clients and insurance companies.
Excellent organizational skills and strong financial analysis acumen.
Working knowledge of EPIC agency management system and underwriting requirements of carriers, policy provisions, and changes.
Solid time‑management skills; able to work under pressure, meet deadlines, and respond promptly to stakeholders.
Demonstrates agility and the ability to multi‑task or pivot to changing priorities.
Contributes to team efficiency by sharing knowledge and best practices.
Proficient with Microsoft Office (Excel, PowerPoint) required.
High energy level and ability to handle stress‑related situations daily.
Other Qualifications
Possess appropriate jurisdictional licenses – Life and Health.
Company Overview – Who is Oswald? Oswald is a 129‑year‑old, independent, employee‑owned company dedicated to providing protection for the lives and businesses of our clients. Inclusivity is a priority; we foster collaboration, belonging, and innovative risk and insurance solutions. Our people‑first culture and client‑service excellence have earned us recognition as a Top Workplace for nine consecutive years.
Benefits
— What You’ll Get
Competitive base pay with a performance‑based incentive program enabling all employees to earn a bonus.
Comprehensive medical, dental, vision plans and supplemental benefits.
Paid time off annually, sabbatical at every 10‑year service anniversary.
Ownership in the company through company stock (discretionary profit‑sharing and 401(k) match).
Parking expense assistance, discount programs, and financial support for professional development and licensure.
Access to specialized leadership development programming.
And so much more.
Learn more about Oswald, our culture, and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company, is an equal opportunity employer and will consider all applications regardless of race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any other characteristic.
#J-18808-Ljbffr
Would you like to take ownership in a dynamic, high‑growth business that truly walks the talk?
Oswald Companies seeks goal‑driven professionals ready to take their career to the next level.
Job Summary The Client Manager will provide quality client management of relationships by anticipating client needs, researching to ensure the client’s employee benefits program supports their financial and organizational goals, and managing renewal with oversight and guidance from senior members of the team. Responsibilities include growing the current book of business, understanding the client’s business, and achieving a minimum of 95% retention and client satisfaction rating.
Essential Functions
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With oversight and guidance from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and develop accounts by:
Preparing and writing proposals and providing quote comparisons.
Performing program benchmarking, demographic analysis, claims utilization data analysis, financial underwriting review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage by:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting coverage analysis.
Review policy coverage and identify cross‑selling and additional revenue opportunities.
Develop a thorough understanding of client business, policies, practices, and industries.
Guide clients through the initial objective‑setting process.
Analyze data and recommend findings to clients.
Respond to client needs and questions, making sound recommendations on a day‑to‑day basis.
Produce high‑quality work and stay informed through company‑sponsored and industry educational activities, webinars, seminars, and conferences.
Ensure legislative, regulatory, and technical developments are communicated to clients.
Serve clients in accordance with PAR E&O professional service standards.
Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
Maintain functional understanding of EPIC and update accordingly.
Ensure adequate time for peer review of all client work, including calculations, reports, and presentations, for accuracy prior to client delivery.
People Management and Relationship Skills
Delegate appropriately and provide development opportunities for co‑workers.
Display professional, social, and teamwork skills.
Work well within a team and possess a positive attitude.
Manage and meet expectations of co‑workers and clients.
Possess strong oral and written communication skills, both internally and externally.
Productivity
Participate in internal and external networking activities.
Manage projects to meet deliverable deadlines and expectations.
Remain up‑to‑date on all tasks.
Have awareness of firm’s service capabilities to generate ideas and solutions for clients and cross‑selling opportunities.
Minimum Education / Abilities / Skills
Bachelor’s Degree in Business, Risk Management, Analytics or related field preferred; high school diploma or GED plus industry experience required in lieu of an associate’s or bachelor’s degree.
3–5 years employee‑benefits experience handling medium accounts at a high level of responsibility.
Exhibits executive presence and strong rapport‑building/interpersonal skills for positive interaction with customers and co‑workers.
Exercises sound judgment and strong critical thinking for good decisions under time constraints.
Works collaboratively with internal and external stakeholders, a team player with a positive attitude.
Excellent oral and written communication skills, communicating effectively with clients and insurance companies.
Excellent organizational skills and strong financial analysis acumen.
Working knowledge of EPIC agency management system and underwriting requirements of carriers, policy provisions, and changes.
Solid time‑management skills; able to work under pressure, meet deadlines, and respond promptly to stakeholders.
Demonstrates agility and the ability to multi‑task or pivot to changing priorities.
Contributes to team efficiency by sharing knowledge and best practices.
Proficient with Microsoft Office (Excel, PowerPoint) required.
High energy level and ability to handle stress‑related situations daily.
Other Qualifications
Possess appropriate jurisdictional licenses – Life and Health.
Company Overview – Who is Oswald? Oswald is a 129‑year‑old, independent, employee‑owned company dedicated to providing protection for the lives and businesses of our clients. Inclusivity is a priority; we foster collaboration, belonging, and innovative risk and insurance solutions. Our people‑first culture and client‑service excellence have earned us recognition as a Top Workplace for nine consecutive years.
Benefits
— What You’ll Get
Competitive base pay with a performance‑based incentive program enabling all employees to earn a bonus.
Comprehensive medical, dental, vision plans and supplemental benefits.
Paid time off annually, sabbatical at every 10‑year service anniversary.
Ownership in the company through company stock (discretionary profit‑sharing and 401(k) match).
Parking expense assistance, discount programs, and financial support for professional development and licensure.
Access to specialized leadership development programming.
And so much more.
Learn more about Oswald, our culture, and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company, is an equal opportunity employer and will consider all applications regardless of race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any other characteristic.
#J-18808-Ljbffr