Client Manager - Group Benefits

Job Summary

The Client Manager will provide quality client management of client relationships, anticipate client needs and questions, perform research to ensure the client's employee benefits program supports their financial and organizational goals, and oversee renewal management.

Essential Functions

• Quality, Client Service & Expertise
  Proactively manage the client service cycle, monitor time frames and meet renewal deadlines.
  With oversight, guidance and input from the CE/Producer:
  - Complete pertinent portions of the annual meeting report and conduct research.
  - Retain and develop accounts by preparing and writing proposals, providing quote comparisons, performing program benchmarking/demographic analysis, analyzing claims utilization data, financial underwriting review, and cost projection reporting.
  - Provide additional resources for the client as needed.
  - Grow the current book of business, understand the client's business, and maintain a minimum of 95% retention and client satisfaction rating.

• Market Renewal and New Lines of Coverage
  - Create coverage specifications.
  - Analyze quotes received from carriers.
  - Negotiate with carriers.
  - Present the coverage analysis.
  - Review policy coverage and identify cross-selling and additional revenue opportunities.

• Develop Client Understanding
  - Gain a thorough understanding of the client's business, policies, practices, and industries.
  - Guide clients through the initial objective setting process.
  - Analyze data to draw conclusions and recommend findings to the client.
  - Respond to client needs and questions, making sound recommendations on a day-to-day basis.

• Technical and Professional Standards
  - Stay informed on technical and professional standards by attending company-sponsored and industry educational activities.
  - Comply with E&O Plus, legal, and regulatory requirements.
  - Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
  - Update and utilize EPIC agency management system.

• Service Clients in Accordance with PAR E&O Professional Service Standards
  - Comply with PAR E&O professional service standards by adhering to all E&O Plus, legal, and regulatory requirements.
  - Ensure legislative, regulatory, and technical developments are appropriately communicated to clients.

• Productivity
  - Participate in internal and external networking activities.
  - Manage projects to meet deliverable deadlines and meet expectations.
  - Remain up-to-date and current on all tasks.

• People Management and Relationship Skills
  - Delegate appropriately and provide development opportunities for co-workers.
  - Work well within a team and possess a positive attitude.
  - Manage and meet expectations of co-workers and clients.
  - Communicate effectively with clients and insurance companies.
  - Organize work efficiently and demonstrate strong financial analysis acumen.

• Functional Understanding
  - Possess a strong understanding of EPIC agency management system and underwriting requirements of carriers as well as policy provisions and policy changes.

• Time Management and Stress Management
  - Work under pressure and meet deadlines and deliverables.
  - Be highly responsive to internal and external stakeholders' needs and requests.
  - Demonstrate agility and be able to multi-task, pivot to changing priorities as circumstances warrant.

• Team Efficiency and Knowledge Sharing
  - Share knowledge and best practices with the team.

• Microsoft Office Skills
  - Proficient with Microsoft Office Products, including Excel and PowerPoint.

Minimum Education/Abilities/Skills

• Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.

• 3 – 5 years’ employee benefits experience handling medium accounts at a high level of responsibility.

• Executive presence, strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.

• Solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests.

• Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.

• 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 company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

What You’ll Get...

• A long-term career with unlimited growth potential.

• A caring work environment.

• A work-life balance.

• A world-class Total Rewards package, including competitive pay, performance-based annual incentive program, comprehensive medical, dental, and vision plans, numerous supplemental benefit offerings, paid time off annually, a sabbatical at every 10-year service anniversary, company stock, assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations.