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 the client's business and provide guidance.
• Analyze data, make recommendations, and respond to client needs and questions.
• Ensure compliance with E&O Plus, legal, and regulatory requirements.
• 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, and sound judgment.
• Excellent oral and written communication skills, organizational skills, and financial analysis acumen.
• Proficient with EPIC agency management system and carrier underwriting requirements.
• Solid time management skills, ability to work under pressure, and multi-tasking.

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. It fosters an inclusive environment and values collaboration, belonging, and diversity. 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, performance-based incentives, health and wellness benefits, and leadership development programs.