Benefits Client Services Specialist

Oswald Companies; Cleveland (OH); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Oswald Companies is seeking a Client Service Administrator for Group Benefits to provide essential administrative support to the account management team. You will handle enrollment, billing, claims inquiries, and documentation while helping retain clients and explore cross-sell opportunities.

The role requires strong communication, multitasking across employer groups, and the ability to obtain a Health and Life License within 12 months.

Qualifications

• High school diploma or equivalent; college degree preferred.
• 1-3 years of benefits, insurance, or related industry experience preferred.
• Strong written and verbal communication skills with professional business etiquette.
• Ability to manage multiple priorities across employer groups simultaneously.
• Ability to obtain a Health and Life License within 12 months of hire.

Responsibilities

• Provide direct administrative support to assigned Client Managers and act as a key service resource for client accounts.
• Serve as a client contact and respond to inquiries regarding enrollment, billing, claims, and related administrative matters.
• Support client retention efforts and identify opportunities for up-selling or cross-selling products and services.
• Maintain client account information, commissions, and records within systems of record.
• Collect, organize, and catalog account documentation from clients and vendors.
• Prepare client and carrier deliverables, presentations, meeting materials, and enrollment documentation.
• Ensure data accuracy, timely documentation, and commission tracking.
• Capture meeting notes, monitor action items, and document outcomes.
• Request and review reports, plan documents, Form 5500s, and client-specific information.
• Coordinate with Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, vendors, and carriers.
• Schedule and facilitate meetings to support client service objectives.
• Support renewal processes by collecting incumbent carrier information and soliciting alternate vendor bids.
• Build understanding of healthcare plan fundamentals, claims processing, eligibility, and open enrollment processes.
• Maintain accurate client records and standardized documentation.
• Identify opportunities to streamline administrative and client servicing processes.
• Promote efficient and consistent service delivery practices.
• Support adoption of standardized client service processes and documentation.

Education

High school diploma or equivalent

College degree preferred

Job description

Oswald Companies is seeking a Client Service Administrator for Group Benefits to provide essential administrative support to the account management team. You will handle enrollment, billing, claims inquiries, and documentation while helping retain clients and explore cross-sell opportunities.

The role requires strong communication, multitasking across employer groups, and the ability to obtain a Health and Life License within 12 months.