Senior Client Manager

5 days ago

Cleveland, Ohio, United States Oswald Companies Full time
About Oswald Companies

Oswald Companies is a 129-year-old, independent, 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.

Job Summary

We are seeking a highly motivated and experienced Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for owning the delivery of service to clients within the assigned practice, providing strategic and/or tactical direction and leadership to the team in the onboarding, ongoing service and retention of accounts, and supporting sales growth objectives and ensuring the development of staff.

Key Responsibilities
  • Oversee the delivery of services for 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/workflows and system resources with accountability for team effectiveness.
  • Ensure team productivity by aligning duties, setting expectations and measuring performance, and 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, and collaborate 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 upon 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, and creating and analyzing custom system reports that capture utilization/commissions.
  • Confirm all commissions are received accurately and in house in a timely fashion.
  • Review all carrier and renewal contracts for accuracy and licensing requirements.
Requirements
  • Bachelor 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 in P&C brokerage and consulting is required, with prior supervisory experience preferred.
  • Experience in the preparation, analysis and interpretation of risk data for presentation of servicing solutions is required.
About Oswald

Oswald is a company that values inclusivity and fosters an environment of collaboration and belonging. We are 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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