Client Manager

1 week ago

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

Oswald Companies is seeking a highly motivated and experienced Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional service to our clients, identifying and implementing cost-effective benefit solutions, and collaborating with internal resources to ensure client satisfaction.

A Day in the Life
  • Develop and implement comprehensive benefit strategies to minimize risk and maximize client satisfaction.
  • Collaborate with internal resources to ensure seamless client service and support.
  • Build and maintain strong relationships with client contacts at the HR leadership and CFO levels.
  • Direct the onboarding process for new clients, ensuring accurate data capture and commission tracking.
  • Execute support team activities to meet client-specific needs, including annual service calendar planning and meeting coordination.
  • Work with support staff to ensure accurate online records and continuous maintenance of client information.
  • Collaborate with the service team on client deliverables, including pre-renewal projections, market evaluations, and pricing summaries.
  • Conduct open enrollment meetings and ensure accurate deliverables, including pre-renewal projections, market evaluations, and pricing summaries.
  • Prepare and secure commission agreements with carriers and Oswald's fee agreements, monitoring timely receipt of commissions.
  • Capture meeting notes and activities, providing information to support staff for processing.
  • Responsible for the final execution and delivery of meeting action items.
  • May drive strategic planning and collaborate with the Client Executive to develop and monitor a long-term, integrated health management strategy.
  • May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
  • Initiate renewal negotiation processes on behalf of the client, creating pre-renewal and renewal presentations for Client Executive review.
  • Direct the service team in developing client-specific enrollment portals.
  • Train support staff in key operational activities and processes, developing their skills and industry knowledge base.
  • Understand and guide clients on regulatory requirements, including Healthcare Reform, HIPAA, COBRA, and other legislation.
  • Attain further education, coursework, and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need
  • A college degree is an advantage but not a requirement.
  • Life, Health & Accident License required.
  • At least 3 to 5 years of industry knowledge, including experience in medical benefits and ancillary lines of coverage.
  • Strong tactical skillset.
  • General understanding of technical concepts, including self-funding and different carrier solutions.
  • Strong relationship skills.
  • Ability to execute.
  • Self-starter, able to work independently with little oversight.
  • Intuitiveness, knowing when to loop in Client Executive and leadership for escalated issues.
  • Ability to oversee CSA's and provide general tactical oversight.
  • Project management skills, able to work with internal and external partners to deliver results timely.
Who You Are
  • Energetic with a desire to learn new skills.
  • Strong organizational skills with ability to transition quickly from one job 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 to subordinates.
Who is 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, 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 diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

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, where we care about our Employee-Owners, our customers, and the world around us. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package, including competitive pay, comprehensive medical, dental, and vision plans, paid time off, and ownership in the company in the form of company stock. We truly value our people, which shows in our compensation, benefits, and perks.

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