Strategic Benefits Client Manager

Oswald Companies; Cleveland (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Oswald Companies seeks a Client Manager to deliver high-quality client management of employee benefits relationships, anticipating needs, researching, and guiding renewal management with senior input.

Role includes retaining and expanding accounts, preparing proposals, benchmarking, analyzing claims data and cost projections, and identifying cross-selling opportunities while meeting client satisfaction targets.

Qualifications

• Bachelor’s degree preferred; applicable experience considered in lieu.
• 3–5 years’ employee benefits experience with medium accounts.
• Executive presence and strong rapport-building skills for client interaction.
• Strong judgment, decision-making and time-management abilities.
• Effective collaboration with internal/external stakeholders and teams.
• Excellent written and spoken communication; proficient with Excel/PowerPoint.

Responsibilities

• Proactively manage the client service cycle and renewals on time.
• Assist CE/Producer with annual meeting planning and research.
• Prepare proposals, quotes, and cost projections for clients.
• Benchmark programs, analyze claims data and financial underwriting.
• Analyze coverage options, negotiate with carriers and present analyses.
• Identify cross-selling and additional revenue opportunities.
• Develop understanding of client business and industry practices.
• Respond to client needs with sound, day-to-day recommendations.
• Ensure compliance with professional standards and regulatory requirements.

Skills

Executive presence

Interpersonal skills

Oral and written communication

Analytical thinking

Time management

Team player

Stress management

Adaptability

Cross-functional collaboration

Financial analysis

Education

Bachelor’s degree in Business, Risk Management, Analytics or related field

High school diploma or GED with industry experience

Tools

EPIC agency management system

Microsoft Office (Excel, PowerPoint)

Job description

Oswald Companies seeks a Client Manager to deliver high-quality client management of employee benefits relationships, anticipating needs, researching, and guiding renewal management with senior input.

Role includes retaining and expanding accounts, preparing proposals, benchmarking, analyzing claims data and cost projections, and identifying cross-selling opportunities while meeting client satisfaction targets.