Insurance Client Services Manager
2 weeks ago
Are you ready to take charge in a vibrant, rapidly expanding organization that genuinely embodies its values?
Oswald Companies is on the lookout for motivated individuals eager to elevate their careers.
Role Summary:
As a Client Manager in Personal Lines, you will oversee all client interactions and services within your designated book of business. This includes:
- Pre-qualifying clients and assessing coverage needs.
- Collaborating with Sales and Client Executives to secure and maintain business relationships.
- Addressing client inquiries regarding billing and coverage options.
Key Responsibilities:
- Serve as the primary contact for existing clients and key stakeholders, ensuring all service requests are handled promptly and professionally.
- Maintain precise account records and documentation in line with agency protocols, confirming all relevant communications with clients and carriers.
- Process policy change requests and monitor their status, ensuring accuracy and timely delivery of documents to clients.
- Conduct annual insurance reviews to recommend updates and enhancements to policy contracts, utilizing various communication methods.
- Prepare comprehensive Stewardship & Insurance Summary reports for clients within your book of business.
What We Offer:
At Oswald, you will have the chance to build a fulfilling career with limitless growth opportunities. We prioritize a supportive work environment that values our Employee-Owners, our clients, and our community. We encourage volunteering and provide paid time off for community service.
We promote a healthy work-life balance, understanding the importance of your personal life outside of work.
Our Total Rewards package reflects our commitment to our employees, including:
- Competitive base salary with performance-based bonuses.
- Comprehensive medical, dental, and vision plans.
- Annual paid time off and sabbaticals every 10 years.
- Ownership opportunities through company stock and retirement contributions.
- Support for professional development and licensing.
- Access to leadership development programs.
Ideal Candidate:
The successful candidate will possess:
- A proactive attitude and eagerness to learn.
- Exceptional organizational skills and the ability to manage multiple projects.
- Strong problem-solving capabilities and independent working skills.
- Excellent communication and interpersonal skills.
- A strategic mindset with the ability to formulate actionable plans.
A college degree is beneficial but not mandatory. A minimum of two years of experience in the Property & Casualty Insurance sector is required, along with relevant client management experience.
Licensing:
A Property & Casualty License is mandatory for this role.
Discover more about Oswald Companies and our culture by visiting our website.
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