Client Relationship Manager
2 weeks ago
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, managing client relationships, and driving growth on our current book of business.
Key Responsibilities- Manage the client service cycle, ensuring timely renewal deadlines and high client satisfaction ratings.
- Develop and implement strategies to retain and grow existing accounts, including proposal writing, quote comparisons, and program benchmarking.
- Market new lines of coverage, including creating coverage specifications, analyzing quotes, and negotiating with carriers.
- Review policy coverage and identify cross-selling opportunities, ensuring clients receive the best possible solutions.
- Develop a thorough understanding of client businesses, policies, practices, and industries, providing expert guidance and recommendations.
- Communicate effectively with clients, insurance companies, and internal stakeholders, ensuring seamless collaboration and exceptional service.
- Bachelor's degree in Business, Risk Management, Analytics, or related field (or equivalent experience).
- 3-5 years of employee benefits experience, handling medium accounts at a high level of responsibility.
- Executive presence, strong rapport-building skills, and excellent communication skills.
- Ability to work collaboratively, exercise sound judgment, and make good decisions under pressure.
- Proficient in EPIC agency management system and underwriting requirements of carriers.
Oswald is a 129-year-old, 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. 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 We Offer- Competitive pay and performance-based annual incentive program.
- Comprehensive medical, dental, and vision plans, plus numerous supplemental benefits.
- Paid time off and sabbatical at every 10-year service anniversary.
- Ownership in the company through company stock and 401(k) match contribution.
- Financial support for professional development and licensure/designations.
- Access to specialized leadership development programming.
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