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 servicing an assigned book of business, serving as the main point of contact for clients, preparing and submitting policy change requests, and maintaining client relationships.
Responsibilities
- Service an assigned book of business, responding to all service requests and ensuring timely delivery of change documents to clients.
- Maintain accurate account files and confirm communications with clients, carriers, and other parties.
- Prepare and submit policy change requests, monitor status, and ensure timely delivery of change documents.
- Make recommendations for updating and enhancing policy contracts through an annual insurance review process.
- Prepare Stewardship & Insurance Summary reports for clients.
- Manage renewal and remarketing processing, including preparation of applications, negotiation with underwriters, obtaining quotes, and following up to delivery of policy documents.
- Identify and process coverage enhancements and cross-sales opportunities.
- Resolve client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and billing controversies.
- Serve the Practice Leader, Team Leader, Client Executive, and Sales Executive staff in the development and implementation of client service deliverables.
- Attend client meetings as necessary.
- Stay current with industry updates, carrier appetites, and underwriting capabilities to ensure optimal program placement and pricing negotiations.
- Maintain favorable and productive relationships with underwriters to achieve best-in-class service for clients.
- Achieve further education 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.
- Ability to problem solve, think logically, and work independently.
- Works well under pressure and meets established deadlines.
- Exceptional written and verbal communication skills.
- Strategic thinking and the ability to formulate 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 abilities.
- Communication skills.
- Strategic thinking.
- Ability to transition between projects.
- Ability to work under pressure.
- Ability to meet deadlines.
- Ability to communicate effectively.
- Ability to formulate action plans.
- Ability to stay current with industry updates.
- Ability to maintain relationships with underwriters.
- Ability to achieve further education and skills development.
Benefits
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. You will experience a caring work environment, a work-life balance, and a world-class Total Rewards package. This includes competitive pay, comprehensive medical, dental, and vision plans, numerous supplemental benefit offerings, paid time off annually, a sabbatical at every 10-year service anniversary, ownership in the company in the form of company stock, assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations. Additionally, there is specialized leadership development programming designed to take your career to the next level.
Pay
Competitive pay and a performance-based annual incentive program.
Schedule
Flexible schedule to accommodate the needs of the position and the client base.