Senior Client Manager

3 weeks ago

Cleveland, Ohio, United States Oswald Companies Full time
Job Purpose

Oswald Companies seeks a highly skilled and experienced professional to lead our client service team. As a Senior Client Manager, you will be responsible for delivering exceptional service to our clients, providing strategic direction and leadership to the team, and driving sales growth objectives.

Key Responsibilities
  • Oversee the delivery of services to a group of selected accounts, leading multiple client teams in the planning, execution, and successful management of services.
  • Work closely with Business Unit Leadership to establish annual revenue, cost management, and staff development goals for the expansion of the practice in support of the company's comprehensive business plan.
  • Drive operational excellence through the establishment and execution of service standards, efficient processes, and system resources with accountability for team effectiveness.
  • Ensure team productivity by aligning duties, setting expectations, and measuring performance, collaboratively establishing annual objectives for designated team members and monitoring the achievement of goals.
  • Support overall team effectiveness through the timely completion and communication of assigned tasks and by sharing expertise and cross-training where possible.
  • Develop team member skills, individually and collectively, collaborating with Human Resources to select training and development resources that ensure employee needs are met.
  • Guide the client management staff in the design and development of a tailored renewal strategy for new or existing clients based on their individual utilization experience and exposures within the current coverage.
  • Assist in the management of the business unit's carriers and vendors, building a working relationship with key contacts.
  • Remain alert to changes in the marketplace and contribute to the innovation and development of the products and services provided, identifying and addressing expanding customer needs.
  • Ensure system compliance is met, conducting random quarterly audits to review accurate utilization of activity coding, including proper documentation.
  • Confirm all commissions are received accurately and in-house in a timely fashion.
  • Review all carrier and renewal contracts for accuracy and licensing requirements.
  • Maintain personal responsibility for a client base having a total book value from $500K to $1.5M, may act as an account's Client Executive where none is present or assigned.
Personal Characteristics
  • Energetic with a desire to learn new skills.
  • Exceptional organizational skills with the ability to transition quickly from one project 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.
  • Strong verbal and written communication skills.
  • Strong interpersonal skills with a collaborative approach.
  • Ability to manage time-sensitive projects.
  • Ability to guide others in a professional manner and serve as a mentor.
  • Confident and self-driven with the ability to think outside the box.
  • Service-driven.
Education and Previous Experience

Bachelor's degree in Business Administration (MBA preferred) from a four-year college or university and five to ten years or more of related experience or the equivalent combination of education and experience.

Prior experience specifically required:

  • P&C brokerage and consulting experience required.
  • Prior supervisory experience preferred.
  • Experience in the preparation, analysis, and interpretation of risk data for presentation of servicing solutions required.
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, 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 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.

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.

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.

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