Client Service Coordinator

4 weeks ago


Richfield, Ohio, United States Oswald Companies Full time
Job Summary: As a Client Service Coordinator at Oswald Companies, you will provide internal support to an account management team, collaborating with sales and service staff to maintain records and perform general administrative duties. Your responsibilities will include providing direct administrative support, responding to client inquiries, and identifying opportunities to up-sell and cross-sell additional Oswald products and services.

Key Responsibilities:
  • Provide internal support to an account management team, collaborating with sales and service staff to maintain records and perform general administrative duties.
  • Respond to client inquiries, resolve issues, and document the details and outcomes of each support event.
  • Identify opportunities to up-sell and cross-sell additional Oswald products and services, working closely with the account management team to achieve sales goals.
  • Maintain and update client information within the system of record, ensuring all information is accurately and thoroughly entered into the system on a timely basis.
  • Support the client's integrated and comprehensive health management strategy, capturing meeting notes and incorporating that information into the appropriate data system.

Requirements:
  • A college degree is an advantage but not a requirement.
  • At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage.
  • Ability to multi-task simultaneously across employer groups, with strong organizational skills and the ability to transition quickly from one job to another.
  • Ability to problem solve, think logically, and work independently, with a positive attitude and a collaborative approach.

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, fostering 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.

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