Strategic Client Manager - Health Benefits and Equity

Oswald Companies; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Performance-based bonus

Company stock and 401(k) match

Paid time off; sabbatical at 10 years

Volunteer time off

Job summary

Oswald Companies in Columbus, OH seeks a client management professional to provide external client support, lead the client management team, and collaborate with HR/CFO to optimize benefit solutions.

The role emphasizes upselling, accurate onboarding, renewal preparation, and ensuring regulatory compliance across healthcare programs. A license, 3–5 years of industry knowledge, and strong relationship skills are required.

Qualifications

• A college degree is an advantage but not a requirement.
• Life, Health & Accident License required.
• 3–5 years of industry knowledge in medical benefits and ancillary lines.
• Strong tactical skillset.
• Understanding of self-funding and carrier solutions.
• Strong relationship skills.
• Ability to execute and work independently.
• Intuitiveness in when to loop in leadership for escalated issues.
• Ability to oversee CSAs and provide tactical oversight.
• Project management to coordinate internal/external partner work.

Responsibilities

• Serve as the key service contact to design and implement cost effective benefit solutions.
• Collaborate with HR leadership and CFO levels.
• Support upselling and cross-selling Oswald products/services.
• Onboard new clients; maintain client files in internal systems; ensure data accuracy and commissions.
• Execute tasks to meet client deadlines and renewal timelines.
• Ensure online records are complete and accurate for renewals.
• Prepare and peer-review client deliverables with the Client Executive.
• Conduct open enrollment meetings and prepare renewal materials.
• Secure commission and Oswald fee agreements.
• Capture meeting notes and assign action items.
• Lead strategic planning with a Client Executive for health management strategy.
• Develop implementation timelines and plans; manage small teams.
• Initiate renewal negotiations with the Client Executive.
• Develop client-specific online enrollment portals.
• Train staff on operational processes; build team expertise.
• Understand HIPAA/ACA requirements and ensure regulatory compliance.
• Pursue professional designations through education.

Skills

Client management

Relationship building

Communication

Problem solving

Independent work

Education

Life, Health & Accident License

Job description

Oswald Companies in Columbus, OH seeks a client management professional to provide external client support, lead the client management team, and collaborate with HR/CFO to optimize benefit solutions.

The role emphasizes upselling, accurate onboarding, renewal preparation, and ensuring regulatory compliance across healthcare programs. A license, 3–5 years of industry knowledge, and strong relationship skills are required.