Client Manager

2 weeks ago

Cleveland, Ohio, United States Oswald Companies Full time
About 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, which means our Employee-Owners have a personal stake in the success of our clients and our company.

Job Summary

We are seeking a highly motivated and organized Client Manager to join our team. As a Client Manager, you will be responsible for managing all client relations and services within assigned book of business, including pre-qualifying, establishing and reviewing coverages. You will collaborate with Sales Executives and Client Executives to secure and retain business.

Responsibilities
  • Manage all client relations and services within assigned book of business
  • Pre-qualify, establish and review coverages
  • Collaborate with Sales Executives and Client Executives to secure and retain business
  • Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure
  • Serves as the main point of contact for all existing clients, centers of influence and assigned book of business
  • Ensures all client service needs are delivered in a timely and professional manner throughout the year
  • Maintains accurate account files, records, and documentation in accordance with the agency standards
  • Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator
  • Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients
  • Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process
  • Prepares Stewardship & Insurance Summary reports for clients in assigned book of business
  • Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard
  • Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client
  • Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business
  • Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies
  • Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts
  • Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client
  • Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client
  • Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise
Requirements
  • Exceptional organizational skills with ability to transition quickly from one project to another
  • Ability to problem solve, think logically and work independently
  • Works well under pressure and meets established deadlines
  • Exceptional written and verbal communication
  • Ability to think strategically and formulate an action plan based on a given set of facts
  • Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience
  • Prior Property & Casualty support experience
  • Prior Property & Casualty client management experience
  • Property & Casualty License
What We Offer

We offer a competitive salary, comprehensive medical, dental and vision plans, paid time off annually, and a sabbatical at every 10-year service anniversary. We also offer ownership in the company in the form of company stock, assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations. We are an equal opportunity employer and welcome applications from diverse candidates.

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