Group Benefits Client Manager — Hybrid Schedule & Growth

Unison Risk Advisors; Cleveland (OH); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule

Excellent office locations

Competitive pay

Fantastic benefits

Job summary

Taylor Oswald, a minority-owned employee benefits and risk management firm, is seeking a client-focused professional to manage an assigned book of business. You will collaborate with internal teams, oversee onboarding and renewals, and ensure timely, accurate client deliverables across all Oswald market segments.

Responsibilities include open enrollment, data integrity, commissions tracking, and driving upsell opportunities while maintaining strong relationships with HR leaders and CFOs.

Qualifications

• A college degree is an advantage but not a requirement.
• Life, Health & Accident License required.
• 3–5 years of industry knowledge, including medical benefits and ancillary lines.

Responsibilities

• Serve as the key service contact to identify and implement cost effective benefit solutions for the client.
• Onboard new clients and ensure data accuracy in internal systems; catalog client files and commissions.
• Lead and coordinate the service team to deliver annual calendars, open enrollment, renewals, and client deliverables.

Skills

Relationship skills

Project management

Ability to execute

Self-starter

Independent work

Problem solving

Communication (verbal/written)

Education

Life, Health & Accident License

Job description

Taylor Oswald, a minority-owned employee benefits and risk management firm, is seeking a client-focused professional to manage an assigned book of business. You will collaborate with internal teams, oversee onboarding and renewals, and ensure timely, accurate client deliverables across all Oswald market segments.

Responsibilities include open enrollment, data integrity, commissions tracking, and driving upsell opportunities while maintaining strong relationships with HR leaders and CFOs.