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 quotes, and negotiating with carriers.
• Create and present coverage analysis, review policy coverage, and identify cross-selling opportunities.
• Develop a thorough understanding of client business, policies, and industries; guide clients through objective setting.
• Analyze data, make recommendations, and respond to client needs and questions.
• Attend company-sponsored and industry educational activities.
• 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.
• 3-5 years’ employee benefits experience handling medium accounts at a high level of responsibility.
• Executive presence, strong rapport-building/interpersonal skills, sound judgment, and critical thinking.
• Excellent oral and written communication, organizational, and financial analysis skills.
• Proficient with EPIC agency management system and carrier underwriting requirements.
• Solid time management, ability to work under pressure, and multi-tasking skills.
• Proficient with Microsoft Office Products, including Excel and PowerPoint.

Other Qualifications

• Possess appropriate, jurisdictional licenses - Life and Health.

About the Company

Oswald is a 129-year-old independent, employee-owned company committed to creating a world of protection for clients. We foster an inclusive environment and encourage volunteerism and work-life balance. Oswald offers a comprehensive Total Rewards package, including a performance-based annual incentive program, medical, dental, and vision plans, and financial support for professional development and licensure/designations.