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.
• Prepare and write proposals, provide quote comparisons, and conduct research for annual meetings.
• Retain and develop accounts by analyzing claims utilization data, financial underwriting review, and cost projection reporting.
• Develop a thorough understanding of client business, their 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.
• Executive presence, strong rapport-building/interpersonal skills, and sound judgment.
• Excellent oral and written communication skills, strong 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 an independent, employee-owned company committed to creating a world of protection for its clients. It fosters an inclusive environment where Employee-Owners can thrive and grow. Oswald is recognized as a Top Workplace for nine consecutive years and offers a comprehensive Total Rewards package, including a performance-based annual incentive program, medical, dental, and vision plans, and various supplemental benefits.