Client Manager

4 weeks ago

Cincinnati, Ohio, United States Oswald Companies Full time
Job Summary

Oswald Companies is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional client service and management of client relationships. This includes anticipating client needs, performing research to ensure their employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from senior team members.

Key Responsibilities
  • Manage the client service cycle, monitor time frames, and meet renewal deadlines.
  • Participate in annual meeting planning, complete pertinent portions of the report, and conduct research.
  • Retain and develop accounts by preparing and writing proposals, providing quote comparisons, and performing program benchmarking/demographic analysis.
  • Market renewal and new lines of coverage, including creating coverage specifications, analyzing quotes, negotiating with carriers, and creating and presenting coverage analysis.
  • Review policy coverage and identify cross-selling and additional revenue opportunities.
  • Develop a thorough understanding of client business, policies, practices, and industries.
  • Understand and guide clients through the initial objective setting process.
  • Analyze data to draw conclusions and recommend findings to clients.
  • Respond to client needs and questions, making sound recommendations on a day-to-day basis.
  • Produce high-quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities.
  • Ensure legislative, regulatory, and technical developments are appropriately communicated to clients.
  • Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal, and regulatory requirements.
  • Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
  • Functional understanding of EPIC and update accordingly.
  • Ensure adequate time for peer review of all client work, including calculations, reports, and presentations, for accuracy prior to client delivery.
Requirements
  • Bachelor's Degree in Business, Risk Management, Analytics, or other related field preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree necessary.
  • 3-5 years' employee benefits experience handling medium accounts at a high level of responsibility.
  • Exhibits executive presence and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
  • Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
  • Able to work collaboratively with internal and external stakeholders, be a team player, and exhibit a positive attitude.
  • Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
  • Possesses excellent organizational skills and strong financial analysis acumen.
  • Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
  • Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests.
  • Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
  • Contribute to team efficiency by sharing knowledge and best practices.
  • Proficient with Microsoft Office Products, including Excel and PowerPoint, required.
  • This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
About Oswald

Oswald 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, which means 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.

We are committed to our people-first culture and client service excellence, which has built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.

What You'll Get
  • At 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.
  • At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us.
  • At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced.
  • At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

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