Client Manager - Project Risk

Job Summary

Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high-quality service delivery, regulatory compliance, and retention of existing business.

A Day in the Life

• Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost-effective wrap-up insurance solutions tailored to project needs.
• Brokers Owner’s Interest and project-specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment.
• Reviews construction contracts for insurance requirements and develops draft wrap-up manuals, procedures, marketing materials, and supporting documentation.
• Evaluates project eligibility and determines wrap-up strategies based on project size, scope, risk profile, and financial feasibility.
• Oversees contractor enrollment, compliance tracking, documentation review, and communication with all participating parties.
• Ensures timely coordination and management of payroll audits, reporting, safety performance metrics, and other program administration components.
• Captures claims activity with brokers, carriers, adjusters, and third-party administrators; assists with investigations, reporting, reserves, and ongoing claim strategy.
• Analyzes loss experience, identifies trends, and recommends mitigation strategies to reduce program costs and enhance safety outcomes.
• Manages budgets, premiums, collateral requirements, and financial reporting for each wrap-up, ensuring accuracy and transparency.
• Conducts training for project teams, contractors, and client stakeholders on wrap-up processes, expectations, and compliance requirements.
• Maintains strong and productive relationships with underwriters, carrier partners, and third-party administrators to achieve optimal program results.
• Remains current on construction risk trends, carrier appetites, regulatory developments, and wrap-up best practices to continuously enhance program performance.
• Attains continuing education, coursework, and professional development to strengthen wrap-up and construction risk expertise.

What You’ll Need

• 5–10+ years of experience in wrap-up insurance, construction risk management, or related fields.
• Prior experience managing OCIP/CCIP programs required.
• Prior experience marketing and brokering wrap-up insurance coverages preferred.
• Comprehensive knowledge of Workers’ Compensation, General Liability, and Excess Liability within construction environments.
• Strong analytical skills with the ability to interpret loss data, payroll reports, audit results, and contractual language.
• Excellent communication skills with the ability to collaborate cross-functionally and convey complex information clearly.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Bachelor’s degree in a related field preferred.
• Property & Casualty License required.

Who You Are

• Detail-oriented with strong organizational skills and the ability to manage multiple complex projects simultaneously.
• Able to think strategically and problem-solve using logic, data, and industry expertise.
• Independent, proactive, and capable of managing time-sensitive responsibilities with minimal oversight.
• Demonstrates a positive attitude and serves as a professional role model in client and team interactions.
• Works effectively under pressure and consistently meets deadlines.
• Energetic, eager to learn, and committed to ongoing professional development.

About the Company

Oswald Companies is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees.

Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What You’ll Get

• Opportunity to build a long-term career with unlimited growth potential.
• Caring work environment with opportunities for professional development and licensure/designations.
• Total Rewards package including competitive pay, performance-based annual incentive program, comprehensive medical, dental, and vision plans, and numerous supplemental benefit offerings.
• Access to specialized leadership development programming designed to take your career to the next level.
• Unlimited paid time off annually and a sabbatical at every 10-year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution).
• Financial support for professional development and licensure/designations.
• Discount programs for area services/experiences.
• Assistance with parking expenses.
• Volunteering opportunities in the community.
• Work-life balance with flexible scheduling and a supportive culture.

About Us

Oswald is a Unison Risk Advisors company. We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.