Employee Benefits Client Manager — Growth & Retention

Oswald Companies; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus program

Medical, dental and vision plans

Paid time off

Sabbatical at 10-year anniversaries

Stock ownership

Parking assistance

Professional development support

Leadership development programming

Volunteer time off

Job summary

Oswald Companies in Pittsburgh is seeking a results-driven Client Manager to own client relationships, anticipate needs, and guide renewal management with senior input, while expanding the current book of business.

You will analyze claims data, prepare proposals, benchmark programs, and respond to client questions, aiming for high retention and satisfaction. The role requires strong communication and EPIC knowledge.

Qualifications

• Bachelor's degree preferred; relevant experience may substitute.
• 3–5 years' employee benefits experience with medium accounts.
• Strong executive presence and rapport-building with clients and colleagues.
• Sound judgment and ability to work under time constraints.
• Collaborative team player with strong communication skills.
• Proficiency in EPIC and underwriting concepts, plus MS Office.

Responsibilities

• Proficiently manage the client service cycle and renewal deadlines.
• Prepare proposals, quotes, and conduct program benchmarking and analysis.
• Analyze claims data, financial underwriting, and cost projections.
• Negotiate with carriers and present coverage analyses.
• Identify cross-sell opportunities and maintain high client satisfaction.
• Ensure compliance with professional standards and timely peer reviews.

Skills

Executive presence

Interpersonal skills

Oral and written communication

Analytical mindset

Time management

Education

Bachelor's Degree in Business, Risk Management, Analytics

High school diploma or GED (in lieu of degree with experience)

Tools

EPIC agency management system

Microsoft Office (Excel, PowerPoint)

Job description

Oswald Companies in Pittsburgh is seeking a results-driven Client Manager to own client relationships, anticipate needs, and guide renewal management with senior input, while expanding the current book of business.

You will analyze claims data, prepare proposals, benchmark programs, and respond to client questions, aiming for high retention and satisfaction. The role requires strong communication and EPIC knowledge.