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Client Relations Specialist

2 months ago

Richfield, Ohio, United States Oswald Companies Full time
Are you ready to take charge in a vibrant, expanding organization that truly embodies its values?

Oswald Companies is on the lookout for motivated individuals eager to elevate their professional journey.

Position Overview: This role is pivotal in delivering internal assistance to an account management team for a designated portfolio; it involves collaboration with sales and service personnel, client and carrier interaction, record maintenance, and various administrative tasks.

A Typical Day Includes:
  • Providing direct administrative assistance as needed, addressing requests for support promptly and collaboratively.
  • Assisting the designated team in retaining the current client base; discussing opportunities for up-selling and cross-selling additional Oswald offerings.
  • Acting as a client liaison, swiftly identifying and evaluating customer needs; systematically resolving issues with sound business judgment.
  • Addressing enrollment, billing, claims, and other administrative matters; ensuring comprehensive solutions are delivered to client satisfaction; documenting details and outcomes of each support interaction.
  • Coordinating with both clients and vendors to gather all account documentation; creating files in the internal shared systems and organizing documents appropriately.
  • Updating and maintaining client information within the record system; ensuring all data is entered accurately and promptly.
  • Supporting the client's integrated health management strategy; recording meeting notes from the Client Manager and integrating that information into the relevant data systems.
  • Tracking the progress of meeting action items, prompting responses from vendors or internal staff, and documenting results for client feedback.
  • Striving to understand the intricacies of Healthcare Reform, HIPAA, COBRA, and other relevant legislation impacting the business unit.
  • Assisting HR personnel involved with ICHRA concerning Medicare reports.
Qualifications:
  • A college degree is beneficial but not mandatory.
  • 1 to 3 years of industry experience is preferred, particularly in medical benefits and ancillary coverage lines.
  • The role requires the ability to manage multiple tasks across various employer groups simultaneously.
  • Strong written and verbal communication skills are essential, with proper grammar in all correspondences.
  • A professional appearance and demeanor are expected.
  • Comfort in communicating with HR teams and employees at all levels is necessary.
  • Health and Life license must be obtained within 12 months of employment.
About You:
  • Enthusiastic with a passion for acquiring new skills.
  • Excellent organizational abilities with the capacity to shift between tasks seamlessly.
  • Proficient in problem-solving, logical thinking, and independent work.
  • Consistently demonstrates a positive attitude and leads by example.
  • Thrives under pressure and meets established deadlines.
  • Strong verbal and written communication skills.
  • Collaborative interpersonal skills.
  • Adept at managing time-sensitive projects.
About Oswald

Oswald is a 129-year-old firm dedicated to creating a protective environment for the lives and businesses of our clients.

As an independent, employee-owned company, you essentially own your success in a personally and financially rewarding career.

We prioritize inclusivity, fostering a collaborative and welcoming environment where our Employee-Owners thrive on their unique paths. Our diverse talent mirrors the communities and clients we serve, driving unmatched risk and insurance innovations.

Our people-first culture and commitment to client service excellence have established our reputation for integrity, resourcefulness, and unwavering care for our clients and employees.

What We Offer...

At Oswald, you will have the chance to build a long-term career with limitless growth potential. Strive for excellence, work diligently, and we will support you in achieving your aspirations.

Experience our caring work environment, where we prioritize the well-being of our Employee-Owners, clients, and the community. We even provide paid time off for volunteering with organizations of your choice.

Enjoy a balanced work-life approach; we understand the importance of your life outside of work and encourage you to embrace it.

Access a world-class Total Rewards package that reflects our appreciation for our people, including competitive compensation, benefits, and perks.
  • In addition to competitive pay, we offer a performance-based annual incentive program, allowing all employees to earn bonuses by meeting performance objectives.
  • Comprehensive medical, dental, and vision plans, along with numerous supplemental benefit options.
  • Annual paid time off and a sabbatical every 10 years of service.
  • Ownership in the company through stock options (discretionary profit-sharing and 401(k) match contributions).
  • Support for parking expenses, discounts for local services/experiences, and financial assistance for professional development and licensure/designations.
  • Access to specialized leadership development programs designed to advance your career.
  • And much more.
To learn more about Oswald, our culture, and everything we 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.