Client Manager - Group Benefits

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. Participate in annual meeting planning by completing pertinent portions of the report and conducting research, with oversight, guidance and input from the CE/Producer. Retain and develop accounts by preparing and writing proposals, providing quote comparisons; performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting; providing additional resources for the client as needed. Market renewal and new lines of coverage including: creating coverage specifications; analyzing quotes received from carriers; negotiating with carriers; creating and presenting coverage analysis; reviewing policy coverage and identifying cross‑selling and additional revenue opportunities. Develop a thorough understanding of client business, their policies, practices and industries. Understand and guide clients through the initial objective setting process. Analyze data to draw conclusions and recommend findings to client. Respond to client needs and questions, making sound recommendations on a day-to-day basis. Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars, seminars and conferences. Ensure legislative, regulatory and technical developments are appropriately communicated to clients. Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements. Achieve a minimum rating of 90% from E&O Plus audits on all accounts. Maintain functional understanding of EPIC and update accordingly. Ensure adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery. People Management and Relationship Skills Delegate appropriately and provide development opportunities for co-workers. Display professional, social and teamwork skills; work well within a team and possess a positive attitude. Manage and meet expectations of co-workers and clients. Possess good oral and written communication skills both internally and externally. Manage projects to meet deliverable deadlines and maintain expectations. Remain up-to-date and current on all tasks; possess awareness of firm’s service capabilities to generate ideas and solutions for clients and cross selling opportunities. Minimum Education / Abilities / Skills Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary. 3–5 years’ employee benefits experience handling medium accounts at a high level of responsibility. Exhibits executive presence and strong rapport‑building/interpersonal skills for positive interaction with customers and co‑workers. Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. Collaboratively works with internal and external stakeholders, is a team player and exhibits a positive attitude. Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. Possesses excellent organizational skills and strong financial analysis acumen. Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. Proficient with Microsoft Office products, including Excel and PowerPoint. High energy level and ability to handle stress-related situations on a daily basis. Licenses and Registrations Life and Health jurisdictional licenses. Equal Opportunity Employment Statement Oswald, a Unison Risk Advisors company 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 characteristic. Benefits Competitive pay with a performance-based annual incentive program; all employees eligible to earn a bonus by meeting performance objectives. 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. Access to specialized leadership development programming designed to take your career to the next level. #J-18808-Ljbffr JBO The James B. Oswald Company