Client Manager - Project Risk

Oswald Companies; Boca Raton (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive pay and performance incentives

Comprehensive medical, dental, vision plans

Paid time off and sabbatical

Company stock ownership

Professional development support

Access to leadership development programs

Job summary

Oswald Companies, based in Boca Raton, FL, is seeking driven professionals to manage Owner Controlled and Contractor Controlled Insurance Programs (OCIP/CCIP) for construction projects. This role involves managing client relationships, ensuring compliance, and coordinating claims.

Ideal candidates will have 5–10 years in wrap-up insurance with expertise in Workers’ Compensation and General Liability, along with strong analytical and communication skills. Competitive pay and a range of benefits are offered.

Qualifications

• 5–10+ years of experience in wrap-up insurance, construction risk management, or related fields.
• Prior experience managing OCIP/CCIP programs required.
• Strong analytical skills to interpret loss data and payroll reports.
• Excellent communication skills for cross-functional collaboration.
• Property & Casualty License required.

Responsibilities

• Manage OCIP/CCIP for construction projects; ensure compliance and quality service.
• Design cost-effective insurance solutions for projects.
• Review construction contracts for insurance requirements.
• Coordinate claims activities with adjusters and administrators.
• Provide training for stakeholders on wrap-up processes.

Skills

Wrap-up insurance knowledge

Construction risk management

Analytical skills

Communication skills

Proficiency in Microsoft Office

Detail-oriented

Education

Bachelor's degree in a related field

Tools

Microsoft Word

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

Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high-quality service delivery, regulatory compliance, and retention of existing business.

A Day in the Life

• Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost-effective wrap-up insurance solutions tailored to project needs.
• Brokers Owner’s Interest and project-specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment.
• Reviews construction contracts for insurance requirements and develops draft wrap-up manuals, procedures, marketing materials, and supporting documentation.
• Evaluates project eligibility and determines wrap-up strategies based on project size, scope, risk profile, and financial feasibility.
• Oversees contractor enrollment, compliance tracking, documentation review, and communication with all participating parties.
• Ensures timely coordination and management of payroll audits, reporting, safety performance metrics, and other program administration components.
• Coordinates claims activity with brokers, carriers, adjusters, and third-party administrators; assists with investigations, reporting, reserves, and ongoing claim strategy.
• Analyzes loss experience, identifies trends, and recommends mitigation strategies to reduce program costs and enhance safety outcomes.
• Manages budgets, premiums, collateral requirements, and financial reporting for each wrap-up, ensuring accuracy and transparency.
• Conducts training for project teams, contractors, and client stakeholders on wrap-up processes, expectations, and compliance requirements.
• Maintains strong and productive relationships with underwriters, carrier partners, and third-party administrators to achieve optimal program results.
• Remains current on construction risk trends, carrier appetites, regulatory developments, and wrap-up best practices to continuously enhance program performance.
• Attains continuing education, coursework, and professional development to strengthen wrap-up and construction risk expertise.

What You’ll Need

• 5–10+ years of experience in wrap-up insurance, construction risk management, or related fields.
• Prior experience managing OCIP/CCIP programs required.
• Prior experience marketing and brokering wrap-up insurance coverages preferred.
• Comprehensive knowledge of Workers’ Compensation, General Liability, and Excess Liability within construction environments.
• Strong analytical skills with the ability to interpret loss data, payroll reports, audit results, and contractual language.
• Excellent communication skills with the ability to collaborate cross-functionally and convey complex information clearly.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Bachelor’s degree in a related field preferred.
• Property & Casualty License required.

Who You Are

• Detail-oriented with strong organizational skills and the ability to manage multiple complex projects simultaneously.
• Able to think strategically and problem-solve using logic, data, and industry expertise.
• Independent, proactive, and capable of managing time-sensitive responsibilities with minimal oversight.
• Demonstrates a positive attitude and serves as a professional role model in client and team interactions.
• Works effectively under pressure and consistently meets deadlines.
• Energetic, eager to learn, and committed to ongoing professional development.

Benefits

• Competitive pay and performance-based annual incentive program.
• 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/experiences, and financial support for professional development and licensure/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.