Client Manager - Personal Lines

About the role

Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life includes responsibilities such as servicing an assigned book of business, responding to service requests, maintaining accurate account files, preparing and submitting policy change requests, and resolving client and carrier issues.

Responsibilities

• Servicing an assigned book of business which varies based upon client needs, account complexity, and client structure.
• Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options.
• Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system.
• Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system.
• Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager.
• Prepares Stewardship & Insurance Summary reports for clients in assigned book of business.
• Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
• Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise.

Requirements

• Exceptional organizational skills with ability to transition quickly from one project to another.
• Works well under pressure and meets established deadlines.
• Exceptional written and verbal communication.
• Works well independently and thinks strategically and formulates an action plan based on a given set of facts.
• Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty support experience.
• Prior Property & Casualty client management experience.
• Property & Casualty License.

Qualifications

• Energetic and desire to learn new skills.
• Strong interpersonal skills with a collaborative approach.
• Confident and self-motivated, with the ability to innovate and think creatively.

Skills

• Exceptional organizational skills.
• Problem solving, thinking logically and working independently.
• Works well under pressure and meets established deadlines.
• Exceptional written and verbal communication.
• Strategic thinking and formulation of action plans.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in writing.
• Ability to think strategically and formulate an action plan based on a given set of facts.
• Ability to transition quickly from one project to another.
• Ability to work independently and think strategically.
• Ability to formulate an action plan based on a given set of facts.
• Ability to work well under pressure and meet established deadlines.
• Ability to communicate effectively both verbally and in