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

• Manage the client service cycle, monitor time frames and meet renewal deadlines.
• Participate in annual meeting planning by completing pertinent portions of the report and conducting 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.
• Growth on the current book of business, understanding the client's business, and maintaining a minimum of 95% retention and client satisfaction rating.

Minimum Education/Abilities/Skills

• Bachelor’s Degree in Business, Risk Management, Analytics or other related field preferred; high school diploma or GED with 3-5 years' experience in employee benefits handling medium accounts at a high level of responsibility.
• Exhibits executive presence, strong rapport-building/interpersonal skills, sound judgment, and critical thought process.
• Able to work collaboratively, communicate effectively, organize tasks, manage time, handle stress, and contribute to team efficiency.
• 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 that creates a world of protection around the lives and businesses of its clients. It fosters an inclusive environment where diversity and collaboration drive innovation and success. Oswald has been named a Top Workplace for nine consecutive years.

What You'll Get...

• Opportunities for long-term career growth and unlimited potential.
• A caring work environment with a focus on employee well-being and community involvement.
• A comprehensive Total Rewards package including competitive pay, bonuses, medical, dental, and vision plans, and various benefits.
• Ownership in the company through discretionary profit-sharing and 401(k) match contributions.
• Access to specialized leadership development programs and financial support for professional development and licensure/designations.