Senior Client Manager

2 weeks ago


Cleveland, Ohio, United States Oswald Companies Full time
Unlock Your Potential in a Dynamic Business Environment

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

We are seeking a highly motivated and experienced Senior Client Manager to join our team. As a key service client contact, you will be responsible for identifying, designing, communicating, and implementing cost-effective Property & Casualty solutions to cover risk appropriately. You will collaborate with internal resources to ensure the client's needs are satisfied and work closely with agency relationships to achieve business goals.

Key Responsibilities:
  • Develop and implement client service strategies to drive business growth and retention
  • Collaborate with sales and business development teams to achieve new business, retention, and growth goals
  • Maintain a book of business by practice based on complexity and client needs
  • Ensure timely and professional delivery of client service needs, including contract reviews, exposure and coverage questions, proposals, and certificate template creation
  • Direct the onboarding of new clients and work closely with agency relationships to achieve business goals
  • Develop and implement risk assessment and marketing strategies to drive business growth and retention
  • Provide exceptional written and verbal communication skills to articulate key P&C coverage issues and recommendations to clients
  • Remain current with industry updates, carrier appetites, and underwriting capabilities to ensure optimal program placement and pricing negotiations

Requirements:
  • Bachelor's degree in Business Administration or Risk Management from a four-year college or university
  • 5-10 years of related experience in Property & Casualty support and client management
  • Prior experience in risk assessment, marketing, and servicing is required
  • P&C License is required

What We Offer:
  • Competitive pay and performance-based annual incentive program
  • 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

Join Our Team:

Oswald Companies is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and supportive of all Employee-Owners. If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, please submit your application.
  • Senior Client Manager

    2 weeks ago


    Cleveland, Ohio, United States Oswald Companies Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Client Manager to join our team at Oswald Companies. As a Senior Client Manager, you will be responsible for delivering exceptional service to our clients, providing strategic and tactical direction to our teams, and supporting sales growth objectives.Key ResponsibilitiesOversee the delivery...


  • Cleveland, Ohio, United States Oswald Companies Full time

    Dynamic Leadership OpportunityOswald Companies seeks a goal-driven professional to take ownership in a high-growth business. As a Senior Client Manager, you will be responsible for delivering exceptional service to clients within assigned practices. This role requires strategic and tactical direction, leadership, and sales growth objectives. You will oversee...


  • Cleveland, Ohio, United States OMJ|CC Full time

    Job Title: Senior Client ExecutiveOhio Means Jobs Cleveland Cuyahoga County is seeking a highly skilled Senior Client Executive to join our team. As a key member of our organization, you will be responsible for retaining existing business and growing assigned accounts.Job Purpose:In a leadership role, you will collaborate with client teams to deliver...


  • Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Senior Client Service AssociateAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical position that requires a strong understanding of client needs and a passion for delivering exceptional service.Job Summary:The Senior Client...

  • Tax Senior Manager

    1 week ago


    Cleveland, Ohio, United States Cohen & Company Full time

    Job SummaryCohen & Company is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for leading client and billable tasks, ensuring client support throughout the year, and managing client work. You will also assist with managing multiple clients and engagements, including...


  • Cleveland, Ohio, United States OpenText Full time

    About the Role:As a Senior Client Manager in our Professional Services team, you will play a key role in driving revenue growth and delivering exceptional customer experiences. You will be responsible for managing client relationships, identifying new business opportunities, and developing solutions that meet their needs.Key Responsibilities:Develop and...


  • Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Senior Client Service AssociateAt Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical role that requires a strong understanding of client needs and a passion for delivering exceptional service.Key Responsibilities:Provide...


  • Cleveland, Ohio, United States Oswald Companies Full time

    Dynamic Business OpportunitiesOswald Companies is seeking a goal-driven professional to take ownership in a high-growth business that truly walks the talk. As a key service client contact, you will identify, design, communicate, and implement cost-effective Property & Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing,...


  • Cleveland, Ohio, United States Clearstead Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Clearstead. As a key member of our Private Client Services group, you will play a critical role in providing exceptional client service and support to our high-profile private clients and institutions.Key Responsibilities:Client Relationship...


  • Cleveland, Ohio, United States North American Senior Benefits Full time

    Job OverviewWe are looking for a dedicated Client Solutions Specialist to enhance our sales efforts. This role involves addressing customer inquiries and providing effective solutions to contribute to the growth of our organization.Key Responsibilities:Promote and sell our insurance products and services to both new and existing clients.Identify and reach...

  • Senior Tax Manager

    2 weeks ago


    Cleveland, Ohio, United States gpac Full time

    Senior Tax ManagerA well-respected CPA firm in the area is seeking a SeniorTax Managerto lead their tax team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Senior Tax Managerto join a team of highly motivated staff.Senior Tax Manager...

  • Senior Manager, Tax

    3 weeks ago


    Cleveland, Ohio, United States KPMG Full time

    Senior Manager, TaxAt KPMG, we are seeking a highly skilled Senior Manager to join our State and Local Tax (SALT) practice. As a Senior Manager, you will be responsible for providing tax compliance services to partnerships for Asset Management clients, delivering exceptional client service to multi-state companies with state and local tax issues, and...


  • Cleveland, Ohio, United States CBIZ Full time

    Job Title: Senior Account ManagerJob Summary:CBIZ is seeking a highly skilled Senior Account Manager to join our team. As a Senior Account Manager, you will be responsible for providing exceptional service delivery to a block of complex personal insurance clients. You will resolve complex customer service problems directly, act as an outward-facing resource...


  • Cleveland, Ohio, United States Jobot Full time

    Audit Senior or Manager OpportunityWe are seeking an experienced Audit Senior or Manager to join our team at a top 10 CPA firm. This is a unique opportunity to work with a complex and diverse variety of clients, enjoy a great work/life balance, and advance your career in public accounting.About UsOur firm is based in Chicago and operates as a national CPA...

  • Tax Senior Manager

    2 weeks ago


    Cleveland, Ohio, United States RSM US LLP Full time

    Job Title: Tax Senior ManagerWe are seeking a highly skilled Tax Senior Manager to join our expanding State and Local Tax (SALT) practice. As a key member of our team, you will be responsible for providing income and franchise tax consulting services to clients across various industries.Key Responsibilities:Lead and manage complex engagements, providing...

  • Senior Tax Manager

    4 days ago


    Cleveland, Ohio, United States Spartan Placements LLC Full time

    Tax Senior ManagerJob SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at Spartan Placements LLC. As a Tax Senior Manager, you will be responsible for leading and coordinating tax engagements, supervising associates, and developing tax planning strategies to minimize tax liability and maximize tax benefits for clients.Key...


  • Cleveland, Ohio, United States AECOM Full time

    Job Title: Senior Project ManagerAECOM is seeking a highly skilled and experienced Senior Project Manager to join our Transportation Business Line in Cleveland, Ohio. As a Senior Project Manager, you will be responsible for leading and managing large-scale transportation projects, including highway design, pavement design, drainage design, utility...

  • Senior Tax Manager

    2 weeks ago


    Cleveland, Ohio, United States gpac Full time

    Senior Tax ManagerA well-established CPA firm in the area is seeking a Senior Tax Manager to join their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax.Key Responsibilities:Oversee a team of highly motivated staff to ensure seamless tax compliance and consulting services to a diverse base of clients.Meet...

  • Senior Tax Manager

    2 weeks ago


    Cleveland, Ohio, United States gpac Full time

    Senior Tax Manager OpportunityA well-established CPA firm is seeking a Senior Tax Manager to join their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Senior Tax Manager to lead a team of highly motivated staff and provide tax compliance and...


  • Cleveland, Ohio, United States Meaden & Moore Full time

    Job SummaryMeaden & Moore is a leading CPA and business consulting firm seeking a Senior International Tax Professional to join our team. As a key member of our tax department, you will assist clients in identifying and addressing complex international and domestic tax issues.Key ResponsibilitiesPrepare and/or review tax returns and projects, including Forms...