Associate Client Manager

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 PURPOSE

Responsible to provide support for the client management team and their clients in the large-group book of business; collaborates with internal resources to ensure the client's needs are satisfied with responsibility for retaining existing business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serves as the key service contact to identify, design, communicate and manage cost effective benefit solutions to minimize client risk; may operate as the lead service contact on specific accounts designated by the supervisor.
• Supports the client's integrated and comprehensive health management strategy; works closely and builds relationships with client contacts at the Human Resources leadership and CFO level.
• Provides direct administrative support as required for senior staff assigned to their collective book of business; responds to requests for assistance in a timely and collaborative manner.
• Ensures the assigned service team maintains the existing client base services plus the up selling and cross selling of other Oswald Products/Services throughout all Oswald market segments.
• Executes 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.
• Supports the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions.
• Executes support activities to meet the client's specific needs, which include the creation of the annual service calendar, coordinating meeting times and agenda, and other deliverables to be completed by the established client deadline.
• Creates employee open enrollment presentations, which includes member mailings, enrollment forms, PowerPoint presentations, and any applicable decision support tools.
• Works with internal analytics, health management and compliance resources to ensure that client expectations are met throughout the course of the year.
• Interfaces with both client and vendor to secure all account documents; builds files in the internal, shared computer systems and catalogues documents appropriately.
• 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.
• Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains documents for 5500s and plan-related documents.
• Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.
• Captures all meeting notes and activities from client meetings and provides support for the delivery of follow-ups from the meeting.
• Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.
• Delivers compliance notifications and other materials.
• Responsible for the creation of the client renewal presentation.
• Conducts a peer review of all final documents.

PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include:

• Energetic attitude 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
• Ability to demonstrate a positive attitude consistently
• Works well under pressure and meets established deadlines
• Strong verbal and written communication skills
• Strong interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects
• Performs duties in a professional manner; serves as a mentor to subordinates
• Confident and self-driven with the ability to think outside the box

EDUCATION AND PREVIOUS EXPERIENCE

Bachelor degree in Business Management from a four-year college or university and three to five years or more of related experience or the equivalent combination of education and experience.

Prior Experience Specifically Required

• Prior experience in medical benefits and ancillary lines of coverage
• Prior experience working for an insurance brokerage firm
• Life, Health and Accident License required

Who is Oswald?

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.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are 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.
• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

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.