Senior Client Success Manager, Employee Benefits

Oswald Companies; Cleveland (OH); On-site; USD 65,000 - 105,000; Full time

Job summary

Oswald Companies is seeking a Client Manager to provide superior management of employee benefits client relationships in the Cleveland area. You will anticipate client needs, conduct research to align benefits with financial goals, and oversee renewal management with senior team input.

The role emphasizes growth on the current book of business, a deep understanding of client operations, and achieving a 95% client satisfaction rating while maintaining high-quality service across projects.

Qualifications

• Bachelor’s Degree in Business, Risk Management, Analytics or related field preferred.
• 3–5 years’ employee benefits experience handling medium accounts.
• Excellent oral and written communication and strong organizational skills.
• Ability to work collaboratively with internal and external stakeholders.

Responsibilities

• Proficiently manage the client service cycle, meet renewal deadlines.
• Assist with annual meeting planning, research, and data collection.
• Retain and develop accounts through proposals, benchmarking, and cost projections.
• Identify cross-sell and revenue opportunities and analyze quotes from carriers.

Skills

Employee benefits

Client management

Communication

Time management

Analytical

Education

Bachelor’s degree preferred

Tools

EPIC system

Microsoft Excel

PowerPoint

Job description

Oswald Companies is seeking a Client Manager to provide superior management of employee benefits client relationships in the Cleveland area. You will anticipate client needs, conduct research to align benefits with financial goals, and oversee renewal management with senior team input.

The role emphasizes growth on the current book of business, a deep understanding of client operations, and achieving a 95% client satisfaction rating while maintaining high-quality service across projects.