Client Manager / Group Benefits

Job Summary

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

Essential Functions

• Manage the client service cycle, monitor time frames, and meet renewal deadlines.
• Participate in annual meeting planning and conduct research.
• Retain and develop accounts by preparing and writing proposals, analyzing claims utilization data, and providing quote comparisons.
• Analyze data to draw conclusions and recommend findings to clients.
• 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 employee benefits experience handling medium accounts at a high level of responsibility.
• Executive presence, strong rapport-building/interpersonal skills, and sound judgment.
• Excellent oral and written communication skills, organizational skills, and financial analysis acumen.
• 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 committed to creating a world of protection for its clients. The company fosters an inclusive environment and values collaboration, belonging, and community involvement. Oswald offers a comprehensive Total Rewards package, including a performance-based annual incentive program, medical, dental, and vision plans, and various supplemental benefits.