Client Manager / Group Benefits

Oswald Companies; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Performance-based annual incentive program

Comprehensive medical, dental, vision plans

Paid time off and sabbaticals

Company stock ownership

Professional development support

Job summary

Oswald Companies in Cincinnati seeks a Client Manager to ensure quality client management and achieve high retention rates. The role involves managing the client service cycle, preparing proposals, and analyzing claims utilization data, while focusing on client satisfaction.

Qualified candidates will have a Bachelor's degree and 3–5 years in employee benefits, demonstrating strong interpersonal and analytical skills. The position offers competitive pay, comprehensive benefits, and opportunities for professional development.

Qualifications

• 3–5 years’ employee benefits experience managing medium accounts.
• High energy level and ability to handle stress-related situations daily.
• Possess Life and Health licenses appropriate for the jurisdiction.

Responsibilities

• Manage client service cycle and meet renewal deadlines.
• Retain and develop accounts through proposals and benchmarking.
• Negotiate with carriers and create coverage specifications.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Communication skills

Time management

Education

Bachelor’s degree in Business, Risk Management, or related field

Tools

EPIC agency management system

Microsoft Excel

Microsoft PowerPoint

Job description

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary

The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business and a minimum of 95% retention and client satisfaction rating.

Responsibilities

• Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
• With oversight, guidance and input from the CE/Producer:
  • Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
• Retain and develop accounts by:
  • Preparing and writing proposals, and providing quote comparisons.
  • Performing program benchmarking and demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting.
  • Providing additional resources for the client as needed.
• Market renewal and new lines of coverage including:
  • Creating coverage specifications.
  • Analyzing quotes received from carriers.
  • Negotiating with carriers.
  • Creating and presenting the coverage analysis.
• Review policy coverage and identify cross-selling and additional revenue opportunities.
• Develop a thorough understanding of client business, their policies, practices and industries.
• Understand and guide clients through the initial objective setting process.
• Analyze data to draw conclusions and recommend findings to client.
• Respond to client needs and questions, making sound recommendations on a day-to-day basis.
• Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, including webinars, seminars and conferences.
• Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
• Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.
• Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
• Have a functional understanding of EPIC and update accordingly.
• Ensure adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery.

Qualifications

• Bachelor’s degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.
• 3–5 years’ employee benefits experience handling medium accounts at a high level of responsibility.
• Exhibits executive presence and has strong rapport-building and interpersonal skills for positive interaction with customers and co-workers.
• Exercises sound judgment and exhibits a strong critical thought process to make good decisions despite time constraints.
• Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
• Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
• Possesses excellent organizational skills and strong financial analysis acumen.
• Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
• Exhibits solid time management skills; able to work under pressure, meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests.
• Demonstrates agility and the ability to multitask, as well as pivot to changing priorities as circumstances warrant.
• Contribute to team efficiency by sharing knowledge and best practices.
• Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
• This position requires a high energy level and the ability to handle stress-related situations on a daily basis.

Licenses & Certifications

• Possess appropriate, jurisdictional licenses – Life and Health.

Benefits

• Competitive pay with a performance-based annual incentive program; all employees are eligible to earn a bonus by meeting performance objectives.
• Comprehensive medical, dental, vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10-year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit‑sharing and 401(k) match contribution).
• Assistance with parking expenses, discount programs for area services and experiences, and financial support for professional development, licensure and designations.
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

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 characteristic.