Client Manager - Project Risk

Oswald Company; Cleveland (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Performance-based annual incentive program

Comprehensive medical, dental, and vision plans

Paid time off and sabbatical

Ownership in the form of company stock

Leadership development programming

Job summary

A leading independent insurance advisory firm in Cleveland seeks an experienced professional to manage Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP). The ideal candidate will have 5-10 years of experience in wrap-up insurance, strong analytical skills, and the ability to evaluate project risks effectively. The role involves brokering insurance, ensuring compliance, and maintaining client relationships, with opportunities for professional development and work-life balance.

Qualifications

• 5–10+ years of experience in wrap-up insurance or related fields.
• Prior experience managing OCIP/CCIP programs required.
• Comprehensive knowledge of construction insurance.

Responsibilities

• Manage and broker OCIP/CCIP for construction projects.
• Evaluate project eligibility and develop wrap-up strategies.
• Coordinate claims activity and manage budgets.

Skills

Wrap-up insurance expertise

Risk management

Analytical skills

Communication skills

Proficiency in Microsoft Office

Detail-oriented

Education

Bachelor's degree in a related field

Property & Casualty License

Job description

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.Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.## **What you’ll get...**At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.* In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.* Comprehensive medical, dental and 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!To learn more about Oswald, our culture and everything we have to offer, visit us on .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.Drive Your Career With Oswald! Oswald is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Oswald ranks among the top five largest independently owned firms in the country. Oswald is consistently recognized as an employer of choice in our communities.