Client Service Administrator - Group Benefits

Job Summary Responsible for providing internal support to an account management team for an assigned book of business; collaborates with sales and service staff, interfaces with clients and carriers, maintains records, and performs general administrative duties. Responsibilities Provide direct administrative support to 2–3 Client Managers, responding to requests in a timely and collaborative manner. Assist in client retention and identify upsell/cross‑sell opportunities with the team. Act as a client contact, assess customers’ needs, solve problems using sound judgment, and document each support event. Respond to enrollment, billing, claims and other administrative issues, ensuring complete solutions for client satisfaction. Perform data entry of account information and commissions, ensuring accuracy and timeliness. Interface with clients and vendors to secure documentation, build files in internal systems, and catalogue documents appropriately. Maintain and update client information in the system of record. Capture meeting notes, incorporate them into the data system, and monitor progress of action items. Coordinate meetings with internal departments (Business Development, Marketing Analysis, Benefits Analytics, Health Management Services) and outside vendors to meet client needs. Support the generation of reports on financial and client‑specific data; procure necessary documents. Collect renewal information from carriers and clients to initiate bids from alternate vendors. Assist in scheduling, data acquisition, proofing, printing, binding and distribution of presentations and deliverables. Deliver compliance notifications and other materials at the direction of the Client Manager. Qualifications College degree is an advantage; not required. 1–3 years of industry experience, preferably in medical benefits and ancillary coverage. Ability to multi‑task across employer groups. Professional written and verbal communication skills, with proper grammar. Professional appearance and demeanor. Comfortable communicating with HR teams and employees at all levels. Obtain Health and Life license within 12 months of hire. Energetic, with a desire to learn new skills. Strong organizational and problem‑solving skills. Positive attitude and ability to lead by example. Ability to work well under pressure and meet deadlines. Excellent interpersonal and time‑management skills. What We Offer Unlimited career growth potential. A caring work environment that encourages work‑life balance. Paid time off for volunteering with an organization of your choice. Competitive compensation, performance‑based annual incentive program. Comprehensive medical, dental, vision, and supplemental benefits packages. Paid time off annually, and a sabbatical at every 10‑year service anniversary. Ownership in the company through stock, discretionary profit‑sharing, and a 401(k) match. Assistance with parking expenses and discounts on services. Professional development support and specialized leadership development programming. Equal Opportunity Employer Oswald is 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 other characteristic. #J-18808-Ljbffr JBO The James B. Oswald Company