Client Manager - Employee Benefits

JBO The James B. Oswald Company; North Carolina; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual incentive program

Paid time off + sabbatical

Stock ownership & profit sharing

Parking assistance

Professional development support

Job summary

JBO The James B. Oswald Company in North Carolina seeks a seasoned client services leader to support a book of business, guide the client management support team, and collaborate with internal resources to retain and grow client relationships.

You will design benefit solutions, onboard new clients, coordinate renewals, and ensure data accuracy across records while maintaining strong relationships with HR leaders and CFOs.

Qualifications

• College degree is preferred but not required.
• Life, Health & Accident License required.
• 3–5 years of industry knowledge in medical benefits.
• Strong relationship and communication skills; independent work.

Responsibilities

• Serve as the key service contact, designing and implementing cost-effective benefit solutions and responding to requests in a timely and collaborative manner.
• Build and maintain relationships with client contacts at the HR leadership and CFO levels.
• Maintain the existing client base while up-selling and cross-selling Oswald products and services.
• Direct the onboarding of new clients, obtain and catalog historical and current information, ensure data accuracy, and capture commissions.
• Execute support team activities to meet client needs, including creating annual service calendars, scheduling meetings, and ensuring deliverables are completed by established deadlines.
• Maintain online records, ensuring they are complete, accurate, and continuously updated for renewals and final information.
• Collaborate with the service team on the preparation and peer review of all client deliverables, and present final approvals to the Client Executive.
• Conduct open enrollment meetings and ensure all deliverables—pre-renewal projections, market evaluations, pricing summaries, utilization reviews, compliance notifications, wellness information—are accurate.
• Prepare and secure commission agreements with carriers and/or Oswald fee agreements, and monitor receipt of commissions after contract acceptance.
• Document meeting notes and activities, clearly outlining action items, responsible parties, and timelines for support staff to process.
• Drive the strategic planning process with the Client Executive, developing long-term, integrated health-management strategies.
• Develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
• Initiate renewal negotiations, create pre-renewal and renewal presentations, and coordinate with the Client Executive for review.
• Direct the service team in developing online, client-specific enrollment portals.
• Train support staff in key operational activities, developing their skills and industry knowledge base.
• Understand healthcare reform, HIPAA, COBRA, and related legislation, guiding clients to meet regulatory requirements and ensuring compliance with ACA guidelines.
• Pursue further education, coursework, and professional designations to enhance expertise in the field.

Skills

Relationship building

Communication

Project management

Strategic planning

Independent work

Education

Life, Health & Accident License

Bachelor’s degree preferred

Job description

Job Summary

Provide external support to clients for an assigned book of business, give internal direction to the client management support team, and collaborate with internal resources to ensure client needs are met and existing business is retained.

Responsibilities

• Serve as the key service contact, designing and implementing cost‑effective benefit solutions and responding to requests in a timely and collaborative manner.
• Build and maintain relationships with client contacts at the HR leadership and CFO levels.
• Maintain the existing client base while up‑selling and cross‑selling Oswald products and services.
• Direct the onboarding of new clients, obtain and catalog historical and current information, ensure data accuracy, and capture commissions.
• Execute support team activities to meet client needs, including creating annual service calendars, scheduling meetings, and ensuring deliverables are completed by established deadlines.
• Maintain online records, ensuring they are complete, accurate, and continuously updated for renewals and final information.
• Collaborate with the service team on the preparation and peer review of all client deliverables, and present final approvals to the Client Executive.
• Conduct open enrollment meetings and ensure all deliverables—pre‑renewal projections, market evaluations, pricing summaries, utilization reviews, compliance notifications, wellness information—are accurate.
• Prepare and secure commission agreements with carriers and/or Oswald fee agreements, and monitor receipt of commissions after contract acceptance.
• Document meeting notes and activities, clearly outlining action items, responsible parties, and timelines for support staff to process.
• Drive the strategic planning process with the Client Executive, developing long‑term, integrated health‑management strategies.
• Develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
• Initiate renewal negotiations, create pre‑renewal and renewal presentations, and coordinate with the Client Executive for review.
• Direct the service team in developing online, client‑specific enrollment portals.
• Train support staff in key operational activities, developing their skills and industry knowledge base.
• Understand healthcare reform, HIPAA, COBRA, and related legislation, guiding clients to meet regulatory requirements and ensuring compliance with ACA guidelines.
• Pursue further education, coursework, and professional designations to enhance expertise in the field.

Qualifications

• College degree an advantage but not required.
• Life, Health & Accident License required.
• 3–5 years of industry knowledge, including experience in medical benefits and ancillary lines of coverage.
• Strong tactical skillset and general understanding of self‑funding and carrier solutions.
• Excellent relationship and communication skills.
• Self‑starter with the ability to work independently and with minimal oversight.
• Intuitive judgment when involving the Client Executive and leadership on escalated issues.
• Project‑management skills and the ability to deliver results with internal and external partners on time.
• Experience overseeing CSAs and providing general tactical oversight.

Benefits

• Competitive base pay with a performance‑based annual incentive program.
• Comprehensive medical, dental, and vision plans, plus numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10‑year service anniversary.
• Ownership opportunities through company stock, discretionary profit‑sharing, and 401(k) match contributions.
• Assistance with parking expenses, local discount programs, and professional development support.
• Access to specialized leadership development programming to advance the career.

Equal Opportunity Statement

Oswald, a Unison Risk Advisors company, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any other characteristic.