Client Service Coordinator
1 week ago
Oswald Companies is seeking a goal-driven professional to provide internal support to an account management team. As a Client Service Coordinator, you will collaborate with sales and service staff, interface with clients and carriers, maintain records, and perform other general administrative duties.
A Day in the Life
- Provide direct administrative support as required, responding to requests for assistance in a timely and collaborative manner.
- Support the assigned team in the retention of the existing client base, conferring with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.
- Serve as a client contact, identifying and assessing customer needs quickly and accurately, solving problems systematically using sound business judgment.
- Respond to enrollment, billing, claims, and other administrative issues, ensuring a complete solution is provided to the client's satisfaction, documenting the details and outcomes of each support event.
- Interface with both client and vendor to secure all account documents, building files in the internal, shared computer systems and cataloguing documents appropriately.
- 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 collected by the Client Manager and incorporating that information into the appropriate data system.
- Monitor the progress of meeting action items, initiating response from vendors or internal staff, and documenting the results for feedback to the client.
- Strive to understand the details of Healthcare Reform, HIPAA, COBRA, and other legislation affecting the business unit.
- A college degree is an advantage but not a requirement.
- At least 1 to 3 years of industry knowledge is preferred, including experience in medical benefits and ancillary lines of coverage.
- Position requires the ability to multi-task simultaneously across employer groups.
- Ability to professionally communicate in both written and verbal forms, using proper grammar in all communications.
- Professional appearance and demeanor is required.
- Ability to be comfortable communicating with HR teams as well as employees of all job levels.
- Obtain Health and Life license within 12 months of start date.
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, 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. You will experience our caring work environment, achieve a work-life balance, and have access to a world-class Total Rewards package, including a performance-based annual incentive program, comprehensive medical, dental, and vision plans, paid time off, ownership in the company, and more.
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