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**Client Success Manager**, **Insurance Industry Leader**
2 months ago
We are seeking a highly motivated and experienced **Senior Client Service Manager** to join our team at Oswald Companies. As a key member of our Property & Casualty team, you will be responsible for delivering exceptional service to our clients, providing strategic and tactical direction to the team, and driving operational excellence.
Key Responsibilities- Oversee the delivery of services for a group of selected accounts, ensuring timely and accurate completion of tasks.
- Lead multiple client teams in the planning, execution, and successful management of services, including the design and development of tailored renewal strategies.
- Work closely with Business Unit Leadership to establish annual revenue, cost management, and staff development goals for the expansion of the practice.
- Drive operational excellence through the establishment and execution of service standards, efficient processes/workflows, and system resources.
- Ensure team productivity by aligning duties, setting expectations, and measuring performance.
- 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.
- Guide the client management staff in the design and development of a tailored renewal strategy for new or existing clients.
- Assist in the management of the business unit's carriers and vendors.
- Remain alert to changes in the marketplace and contribute to the innovation and development of the products and services provided.
- Ensure system compliance is met and conduct random quarterly audits to review accurate utilization of activity coding.
- Confirm all commissions are received accurately and in a timely fashion.
- Review all carrier and renewal contracts for accuracy and licensing requirements.
- Energetic with a desire to learn new skills and adapt to changing business needs.
- 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 and committed to delivering exceptional results.
A 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 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 also required.
About OswaldOswald 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, where you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority, and 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.
We have been named a Top Workplace for nine consecutive years.
About the OpportunityAt 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.
We care about our Employee-Owners, our customers, and the world around us.
We encourage work-life balance and offer a world-class Total Rewards package, including comprehensive medical, dental, and vision plans, paid time off, and ownership in the company.
We also offer 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.
