Oswald Companies
Job Summary
Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied and retains existing business.
A Day in the Life
Serves as the key service contact to identify, design, communicate and implement cost‑effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner.
Approximate workload defined by practice:
Large: 6–10 accounts; total book value $1M–$1.5M.
Middle Market: 25–75 accounts; total book value $300K–$1M.
Small Market: 30–44 accounts; total book value $300K–$750K.
Builds relationships with client contacts at HR leadership and CFO levels.
Maintains the existing client base while upselling and cross‑selling other Oswald products/services across all market segments.
Directs onboarding of new clients, including gathering historical and current information for building and cataloging client files in internal systems, ensuring data accuracy and commission capture.
Executes support team activities to meet client needs, such as creating the annual service calendar, scheduling meetings, and delivering specified deadlines.
Ensures online records are complete and accurate during renewal and throughout the lifecycle of coverage.
Collaborates with the service team on the preparation and peer review of all deliverables, with final approval and presentation by the Client Executive.
Conducts open enrollment meetings, ensuring accuracy of pre‑renewal projections, market evaluations, pricing summaries, renewal materials, utilization reviews, compliance notifications, wellness information, and other required items.
Prepares and secures commission agreements with carriers and/or Oswald fee agreements, monitoring timely receipt of commission receivables.
Captures meeting notes and activity logs, outlining action items and responsible parties.
Ensures final execution and delivery of meeting action items.
May drive strategic planning with the Client Executive to develop long‑term, integrated health management strategies customized for each client.
Develops detailed implementation timelines and plans, ensuring timely deliverables through effective leadership of small teams.
Initiates renewal negotiations with the client alongside the Client Executive, creating pre‑renewal and renewal presentations.
Directs the service team in developing any online, client‑specific enrollment portals.
Trains support staff on operational activities and processes to grow their skills and industry knowledge.
Understands Healthcare Reform, HIPAA, COBRA and related legislation; guides clients to comply with regulatory requirements and ACA guidelines.
Attains further education and professional designations as required.
What You’ll Need
College degree an advantage but not required.
Life, Health & Accident license required.
3–5 years of industry knowledge, including medical benefits and ancillary coverage.
Strong tactical skill set.
General understanding of technical concepts (self‑funding, carrier solutions, etc.).
Strong relationship skills.
Ability to execute.
Self‑starter; works independently with little oversight.
Intuitive – knows when to involve the Client Executive and leadership for escalated issues.
Ability to oversee CSAs and provide tactical oversight.
Project management skills – works with internal and external partners to deliver results on time.
Who You Are
Energized and eager to learn new skills.
Strong organizational skills; transitions quickly between tasks.
Problem‑solving, logical thinking, independent work.
Positive attitude; leads by example.
Works well under pressure and meets deadlines.
Strong verbal and written communication skills.
Strong interpersonal skills with a collaborative approach.
Manages time‑sensitive projects.
Mentors and guides others professionally.
About Oswald Oswald is a 129‑year‑old, employee‑owned company that creates a world of protection for its clients. We foster an inclusive culture and offer unmatched risk and insurance innovations. Our people‑first culture and client service excellence have earned us recognition as a top workplace for nine consecutive years.
Benefits
Competitive pay with performance‑based annual incentive program; all employees eligible to earn a bonus.
Comprehensive medical, dental, vision, and supplemental benefit offerings.
Paid time off annually and sabbatical at every 10‑year anniversary.
Ownership in the company through stock, discretionary profit‑sharing, and 401(k) match.
Assistance with parking expenses, discount programs, and financial support for professional development.
Access to specialized leadership development programs.
And so much more!
Oswald, a Unison Risk Advisors company, is an equal‑opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any other protected characteristic.
#J-18808-Ljbffr
A Day in the Life
Serves as the key service contact to identify, design, communicate and implement cost‑effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner.
Approximate workload defined by practice:
Large: 6–10 accounts; total book value $1M–$1.5M.
Middle Market: 25–75 accounts; total book value $300K–$1M.
Small Market: 30–44 accounts; total book value $300K–$750K.
Builds relationships with client contacts at HR leadership and CFO levels.
Maintains the existing client base while upselling and cross‑selling other Oswald products/services across all market segments.
Directs onboarding of new clients, including gathering historical and current information for building and cataloging client files in internal systems, ensuring data accuracy and commission capture.
Executes support team activities to meet client needs, such as creating the annual service calendar, scheduling meetings, and delivering specified deadlines.
Ensures online records are complete and accurate during renewal and throughout the lifecycle of coverage.
Collaborates with the service team on the preparation and peer review of all deliverables, with final approval and presentation by the Client Executive.
Conducts open enrollment meetings, ensuring accuracy of pre‑renewal projections, market evaluations, pricing summaries, renewal materials, utilization reviews, compliance notifications, wellness information, and other required items.
Prepares and secures commission agreements with carriers and/or Oswald fee agreements, monitoring timely receipt of commission receivables.
Captures meeting notes and activity logs, outlining action items and responsible parties.
Ensures final execution and delivery of meeting action items.
May drive strategic planning with the Client Executive to develop long‑term, integrated health management strategies customized for each client.
Develops detailed implementation timelines and plans, ensuring timely deliverables through effective leadership of small teams.
Initiates renewal negotiations with the client alongside the Client Executive, creating pre‑renewal and renewal presentations.
Directs the service team in developing any online, client‑specific enrollment portals.
Trains support staff on operational activities and processes to grow their skills and industry knowledge.
Understands Healthcare Reform, HIPAA, COBRA and related legislation; guides clients to comply with regulatory requirements and ACA guidelines.
Attains further education and professional designations as required.
What You’ll Need
College degree an advantage but not required.
Life, Health & Accident license required.
3–5 years of industry knowledge, including medical benefits and ancillary coverage.
Strong tactical skill set.
General understanding of technical concepts (self‑funding, carrier solutions, etc.).
Strong relationship skills.
Ability to execute.
Self‑starter; works independently with little oversight.
Intuitive – knows when to involve the Client Executive and leadership for escalated issues.
Ability to oversee CSAs and provide tactical oversight.
Project management skills – works with internal and external partners to deliver results on time.
Who You Are
Energized and eager to learn new skills.
Strong organizational skills; transitions quickly between tasks.
Problem‑solving, logical thinking, independent work.
Positive attitude; leads by example.
Works well under pressure and meets deadlines.
Strong verbal and written communication skills.
Strong interpersonal skills with a collaborative approach.
Manages time‑sensitive projects.
Mentors and guides others professionally.
About Oswald Oswald is a 129‑year‑old, employee‑owned company that creates a world of protection for its clients. We foster an inclusive culture and offer unmatched risk and insurance innovations. Our people‑first culture and client service excellence have earned us recognition as a top workplace for nine consecutive years.
Benefits
Competitive pay with performance‑based annual incentive program; all employees eligible to earn a bonus.
Comprehensive medical, dental, vision, and supplemental benefit offerings.
Paid time off annually and sabbatical at every 10‑year anniversary.
Ownership in the company through stock, discretionary profit‑sharing, and 401(k) match.
Assistance with parking expenses, discount programs, and financial support for professional development.
Access to specialized leadership development programs.
And so much more!
Oswald, a Unison Risk Advisors company, is an equal‑opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any other protected characteristic.
#J-18808-Ljbffr