Client Service Administrator

1 month ago

Cleveland, United States Oswald Companies Full time
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 PURPOSE

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
  • Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
  • Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems.
  • Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up.
  • Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
  • Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt.
  • Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
  • Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
  • Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations.
INDUSTRY KNOWLEDGE

At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required.

Prior administrative support experience preferred.

CERTIFICATES, LICENSES, REGISTRATIONS, PROFESSIONAL DESIGNATIONS

Property & Casualty License, Preferred

PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include:
  • Energetic with a desire to learn new skills
  • Strong organizational skills with ability to transition quickly from one job to another
  • Ability to problem solve, think logically and work independently
  • Ability to demonstrate a positive attitude and lead by example consistently
  • Works well under pressure and meets established deadlines
  • Good verbal and written communication skills
  • Capable interpersonal skills with a collaborative approach
  • Ability to manage time-sensitive projects
Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.

What you'll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
  • Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
  • Paid time off annually and a sabbatical at every 10-year service anniversary.
  • Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
  • Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
  • Access to specialized leadership development programming designed to take your career to the next level.
  • And so much more


To 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 without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

  • Client Service Manager

    1 month ago

    Cleveland, Ohio, United States Quadax, Inc. Full time

    Job DescriptionThe RCS Client Services Manager is the Quadax liaison to assigned clients and the Manager to Client Service Support staff. This role involves coordinating ongoing client support and managing the Support Staff which may service many clients.Key Responsibilities:Manage the relationship and maintain a partnership with assigned clients.Conduct...

  • Client Services Analyst

    2 months ago

    Cleveland, United States Collabera Full time

    Description Home Search Jobs Job Description Client Services Analyst Contract: Brooklyn, Ohio, US Salary: $25.00 Per Hour Job Code: 354588 End Date: 2024-11-02 Days Left: 28 days, 3 hours left Apply Position Details:Industry Banking Services Job Title Lead Specialist -General Ledger Specialist Work Location Brooklyn, OH - 44144 Duration 6 months...

  • Client Services Manager

    3 weeks ago

    Cleveland, United States Hunter International Recruiting Full time

    Investment Client Services ManagerCleveland, OH (hybrid)65-75KReporting to the Chief Relationship Officer, this role will help nurture, support and strengthen investment client services and relationships. With particular attention to promoting impact, the Investment Client Services Manager will work diligently and proactively to provide excellent customer...

  • Client Services Manager

    3 weeks ago

    cleveland, United States Hunter International Recruiting Full time

    Investment Client Services ManagerCleveland, OH (hybrid)65-75KReporting to the Chief Relationship Officer, this role will help nurture, support and strengthen investment client services and relationships. With particular attention to promoting impact, the Investment Client Services Manager will work diligently and proactively to provide excellent customer...

  • Client Service Specialist

    1 month ago

    Cleveland, Ohio, United States Harrison Gray Search and Consulting LLC Full time

    The Opportunity:The Client Service Specialist is a key role in our company, responsible for building and maintaining strong relationships with clients. This position requires a high level of customer service skills, with a focus on providing prompt, accurate, and thoughtful service to clients.This role involves working closely with the sales team to manage...

  • Client Service Specialist

    4 months ago

    Cleveland, United States Harrison Gray Search and Consulting LLC Full time

    The Opportunity: The Client Service Specialist is responsible for consistently developing, enhancing, and solidifying client relationships by providing exceptional customer service in line with company standards. This role involves providing high-level support to team members in managing new and renewal business, facilitating continuous growth and...

  • Client Service Associate

    1 month ago

    Cleveland, Ohio, United States PNC Bank NA Full time

    Job DescriptionJob SummaryPNC Bank NA is seeking a highly skilled Client Service Associate to provide exceptional support to our clients. As a key member of our team, you will be responsible for delivering top-notch sales, service, and execution support to new and ongoing client relationships.Key ResponsibilitiesProvide sales, service, and execution support...

  • Administrative Services Director

    6 days ago

    Cleveland, Ohio, United States City of Cleveland, Ohio Full time

    About the RoleWe are seeking an experienced Administrative Services Director to join our team in Cleveland, Ohio. In this critical role, you will be responsible for performing major daily and project-based administrative duties.Key Responsibilities:Recommending and administering divisional/departmental policies and procedures;Preparing regular and special...

  • Administrative Support Specialist

    1 month ago

    Cleveland, Ohio, United States FIRST ALLIANCE HEALTHCARE OF OHIO Full time

    Job DescriptionAt First Alliance Healthcare of Ohio, we are seeking a highly skilled and organized Administrative Assistant to join our team. The successful candidate will be responsible for providing administrative support to our staff and clients, ensuring the smooth operation of our office.Key Responsibilities:Answering and directing phone callsGreeting...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Help at Home Full time

    Start your career today with Help at Home - one of Ohio's fastest growing homecare agencies! Now hiring an Administrative Assistant in your community – make a lasting impact for someone in need! What We Offer: PTO Holiday Pay 401 (k) Flexible Scheduling Growth Opportunities Medical, Dental, Vision and Life Insurance Work-Life Balance At Help...

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States Help At Home Full time

    Start your career today with Help at Home - one of Ohio's fastest growing homecare agencies! Now hiring an ** Administrative Assistant** in your community – make a lasting impact for someone in need! What We Offer: PTO Holiday Pay 401 (k) Flexible Scheduling Growth Opportunities Medical, Dental, Vision and Life Insurance Work-Life...

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States Vocational Guidance Services Full time

    Job Details Job Location Cleveland, OH 44103 - VGS - Cleveland, OH Education Level HS Diploma/GED Salary Range $18.00 - $20.00 Hourly Job Shift Other - see details in job posting Description Location: 2239 E. 55th St. Cleveland, OH 44103 Shift: Monday - Friday, 8:00am - 4:30pm FLSA Status: Non-Exempt Vocational Guidance Services (VGS) changes lives and...

  • Administrative Assistant

    2 weeks ago

    Cleveland, United States Eide Bailly Full time

    Location: Akron, OH Work Arrangement: In-office A Day in the Life: A typical day as an Audit and OMS (Outsourced Managed Services) Administrative Assistant might include the following: Perform the preparation, editing, and formatting of financial statements, forecasts and general correspondence through word processing, spreadsheet, and pdf tasks. Work with...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Equitable Advisors LLC Full time

    Company DescriptionEquitable Advisors is a wealth management firm that supports financial advisors in focusing on serving clients and growing their business independently. Financial advisors at Equitable Advisors have access to the resources of a leading national firm while receiving support from local market experts to build the practice they desire,...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Equitable Advisors Full time

    Company DescriptionEquitable Advisors is a wealth management firm that supports financial advisors in focusing on serving clients and growing their business independently. Financial advisors at Equitable Advisors have access to the resources of a leading national firm while receiving support from local market experts to build the practice they desire,...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Eide Bailly Full time

    Location: Akron, OH Work Arrangement: In-office A Day in the Life: A typical day as an Audit and OMS (Outsourced Managed Services) Administrative Assistant might include the following: Perform the preparation, editing, and formatting of financial statements, forecasts and general correspondence through word processing, spreadsheet, and pdf tasks. Work with...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Eide Bailly Full time

    Location: Akron, OH Work Arrangement: In-office A Day in the Life: A typical day as an Audit and OMS (Outsourced Managed Services) Administrative Assistant might include the following: Perform the preparation, editing, and formatting of financial statements, forecasts and general correspondence through word processing, spreadsheet, and pdf tasks. Work with...

  • Client Service Manager

    7 days ago

    Cleveland, United States Harrison Gray Search Full time

    The Opportunity:The Client Service Manager is responsible for providing consistent service and support to identified clients, managing or directing all day-to-day service needs. This role involves interacting in a consultative and collaborative manner to develop innovative solutions for clients. The goal is to deliver a positive client experience, resulting...

  • Head of Client Support Services

    3 weeks ago

    Cleveland, United States Palm Careers LLC Full time

    IMFT) to perform the duties of a Forensic Services Manager. We are the industry leading behavioral health facility in the Cleveland, OH area!Schedule: Full time Mon-Fri DaysPosition overview: Leads and supervises TBS Specialists to ensure quality servicesSupervises the direct provision of client services including, Diagnostic Assessment, individual group and...

  • Administrative Support Specialist

    1 month ago

    Cleveland, Ohio, United States Help at Home Full time

    At Help at Home, we are seeking an Administrative Assistant to provide support to our overall company operations and objectives. This role will be responsible for a variety of administrative tasks, including greeting office visitors, responding to phone inquiries, and maintaining a neat and clean office.Key Responsibilities:Perform general office duties such...