Client Service Administrator - Group Benefits

About the role

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

Responsibilities

• Provides direct administrative support as required for two to three assigned Client Managers;
• Responds to requests for assistance in a timely and collaborative manner;
• Supports the assigned team in the retention of the existing client base;
• Confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services;
• Serves as a client contact and identifies and assesses customer’s needs quickly and accurately;
• Solves problems systematically, using sound business judgment;
• Responds to enrollment, billing, claims, and other administrative issues;
• Ensures a complete solution is provided to the client's satisfaction;
• Documents the details and outcomes of each support event;
• Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients;
• Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal;
• Interfaces with both client and vendor to secure all account documents;
• Buils files in the internal, shared computer systems and catalogues documents appropriately;
• Maintains and updates client information within the system of record;
• Supports the client's integrated and comprehensive health management strategy;
• Captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system;
• Marks the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client;
• Coordinates meetings with practice team members assigned to specific clients to review business activity and action points;
• Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data;
• Obtains 5500s and plan-related documents;
• Initiates the collection of all renewal information from the incumbent carrier;
• Contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors;
• Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations;
• Delivers compliance notifications and other materials at the direction of the Client Manager.

Requirements

• A college degree is an advantage but not a requirement;
• At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage;
• Position requires the ability to multi-task simultaneously across employer groups;
• Ability to professionally communicate in both written and verbal forms;
• Use of proper grammar in all communications;
• Professional appearance and demeanor is required;
• Ability to be comfortable communicating with HR teams as well as employees of all job levels;
• Obtain Health and Life license within 12 months of start date.

Qualifications

• Energetic with a desire to learn new skills;
• Strong organizational skills with ability to transition quickly from one job to another;
• Ability to problem solve, think logically and work independently;
• To demonstrate a positive attitude and lead by example consistently;
• Works well under pressure and meets established deadlines;
• Good verbal and written communication skills;
• Capable interpersonal skills with a collaborative approach;
• To manage time-sensitive projects.

Skills

• Understanding of Healthcare Reform, HIPAA, COBRA and other legislation;
• Knowledge of healthcare plan fundamentals and various plan types such as PPO, HDHP, HMO, Income Protection plans and supplemental benefits;
• Claims processing basics, plan eligibility rules, COBRA and Open Enrollment.

Benefits

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings;
• 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);
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations;
• Specialized leadership development programming designed to take your career to the next level.

Pay

TBD

Schedule

TBD

Company Overview

Oswald 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.