Client Manager: Ownership & Growth in Employee Benefits

Oswald Companies; Akron (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Bonus program

Medical benefits

Paid time off

Stock ownership

Professional development

Parking assistance

Job summary

Oswald Companies seeks goal-driven professionals ready to advance their careers in a dynamic, high-growth environment. The Client Manager will oversee client relationships, anticipate needs, research program alignment with client goals, and drive renewal management with senior input.

The role emphasizes retention, cross-selling, and deep understanding of client operations. The position requires building relationships, delivering proposals, benchmarking, and advising on coverage with carriers,

Qualifications

• Bachelor's Degree in Business, Risk Management, Analytics or related field preferred; high school diploma with industry experience acceptable.
• 3–5 years' employee benefits experience handling medium accounts.
• Exhibits executive presence and strong rapport-building/interpersonal skills.
• Sound judgment and critical thinking under time constraints.
• Excellent written and verbal communication with clients and insurers.
• Strong organizational skills and financial acumen.
• Proficient with EPIC agency management and underwriting knowledge.
• Able to multi-task and adapt to changing priorities.
• Proficient with Microsoft Office, especially Excel and PowerPoint.
• High energy level and ability to handle stress daily.

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 proposals and providing quote comparisons.
• Perform program benchmarking, claims data analysis, financial underwriting review, and cost projections.
• Negotiate with carriers and present coverage analysis.
• Identify cross-selling and additional revenue opportunities.
• Develop understanding of client business and industry.
• Guide clients through initial objective setting and data-driven conclusions.
• Ensure compliance with E&O standards and peer review for accuracy.

Skills

Client management

Communication skills

Financial analysis

EPIC experience

Excel

PowerPoint

Time management

Education

Bachelor's Degree in Business/related field

High school diploma with industry experience

Tools

EPIC

Excel

PowerPoint

Job description

Oswald Companies seeks goal-driven professionals ready to advance their careers in a dynamic, high-growth environment. The Client Manager will oversee client relationships, anticipate needs, research program alignment with client goals, and drive renewal management with senior input.

The role emphasizes retention, cross-selling, and deep understanding of client operations. The position requires building relationships, delivering proposals, benchmarking, and advising on coverage with carriers,