Client Manager / Group Benefits

Job Summary

The Client Manager will provide quality client management of client relationships, anticipate client needs and questions, perform research, and oversee renewal management.

Essential Functions

• Manage the client service cycle, monitor time frames, and meet renewal deadlines.
• Prepare and write proposals, provide quote comparisons, and conduct program benchmarking/demographic analysis.
• Perform financial underwriting review, cost projection reporting, and analyze claims utilization data.
• Develop a thorough understanding of the client's business, policies, practices, and industries.
• Guide clients through the initial objective setting process and analyze data to draw conclusions and recommend findings.
• Respond to client needs and questions, making sound recommendations on a day-to-day basis.
• Ensure legislative, regulatory, and technical developments are appropriately communicated to clients.
• Achieve a minimum rating of 90% from E&O Plus audits on all accounts.

Minimum Education/Abilities/Skills

• Bachelor’s Degree in Business, Risk Management, Analytics or related field preferred; high school diploma or GED with 3-5 years of relevant experience necessary.
• Exhibits executive presence, strong rapport-building/interpersonal skills, sound judgment, and critical thinking.
• Able to work collaboratively, communicate effectively, organize tasks, manage time, and handle stress.
• Proficient with Microsoft Office Products, including Excel and PowerPoint.

Other Qualifications

• Possess appropriate, jurisdictional licenses - Life and Health.

About Oswald

Oswald is a 129-year-old, independent, employee-owned company that creates a world of protection for its clients. It fosters an inclusive environment where employees thrive and contribute to the company's success.

What You’ll Get...

• Opportunities for long-term career growth and unlimited potential.
• A caring work environment with benefits such as volunteering opportunities, paid time off, and a sabbatical.
• A comprehensive Total Rewards package including medical, dental, vision plans, and financial support for professional development.
• Ownership in the company in the form of company stock, discretionary profit-sharing, and 401(k) match contributions.
• Discounts on area services/experiences and financial support for professional development and licensure/designations.
• Specialized leadership development programming.