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Personal Client Management Specialist

2 months ago

Detroit, Michigan, United States Oswald Companies Full time
Position Overview:
Are you ready to take charge in a vibrant, expanding organization that truly embodies its values?

Role Summary:
As a Client Manager in Personal Client Management, you will oversee all client interactions and services within a designated Personal Lines portfolio. Your responsibilities will include:
  • Managing client relationships by pre-qualifying, establishing, and reviewing coverage options.
  • Collaborating with Sales Executives and Client Executives to secure and maintain business.
  • Serving as the primary contact for all existing clients and responding to service requests, including billing inquiries and coverage options.
  • Ensuring timely and professional delivery of client service needs throughout the year.
  • Maintaining accurate records and documentation in line with agency standards.
  • Preparing and submitting policy change requests and monitoring their status.
  • Conducting annual insurance reviews to recommend updates and enhancements to policy contracts.

What We Offer:
At Oswald, you will have the chance to build a rewarding career with limitless growth potential. We prioritize a supportive work environment where:
  • Employee-Owners are valued and cared for.
  • Work-life balance is encouraged and practiced.
  • You will have access to a comprehensive Total Rewards package, including competitive compensation and benefits.
  • Performance-based incentives are available for all employees.
  • We provide assistance with professional development and licensure.

Candidate Profile:
The ideal candidate will possess:
  • A strong desire to learn and grow professionally.
  • Exceptional organizational skills and the ability to manage multiple projects.
  • Problem-solving capabilities and the ability to work independently.
  • A positive attitude and the ability to lead by example.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills with a collaborative mindset.
  • Strategic thinking and the ability to formulate actionable plans.

Experience Required:
Applicants should have:
  • A minimum of 2 years of experience in the Property & Casualty Insurance industry.
  • Prior experience in Property & Casualty support and client management.

Licensing:
A Property & Casualty License is required for this position.

At Oswald, we pride ourselves on our inclusive culture and commitment to excellence in client service. We are an equal opportunity employer and welcome diverse candidates to apply.