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Oswald Companies · 5 months ago

Client Manager - Personal Lines

Columbus, OH

Full-time

Onsite

Mid Level

3+ years exp

Oswald Companies is a long-established independent company focused on providing protection for their clients. They are seeking a Client Manager - Personal Lines to service an assigned book of business, ensuring client needs are met and maintaining strong relationships while identifying opportunities for coverage enhancements and cross-sales.

Financial ServicesInsurance

Responsibilities

Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure

Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options

Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards

Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system

Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system

Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients

Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager

Prepares Stewardship & Insurance Summary reports for clients in assigned book of business

Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard

Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client

Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business

Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies

Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary

Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business

Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client

Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise

Qualification

Property & Casualty LicenseClient management experienceOrganizational skillsRisk Management degreeProblem-solving skillsVerbal communicationWritten communicationInterpersonal skillsStrategic thinking

Required

Exceptional organizational skills with ability to transition quickly from one project to another

Ability to problem solve, think logically and work independently

Works well under pressure and meets established deadlines

Exceptional written and verbal communication

Ability to think strategically and formulate an action plan based on a given set of facts

Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience

Prior Property & Casualty support experience

Prior Property & Casualty client management experience

Property & Casualty License

Preferred

Energetic and desire to learn new skills

Ability to consistently demonstrate a positive attitude and lead by example

Strong interpersonal skills with a collaborative approach

Confident and self-motivated, with the ability to innovate and think creatively

Benefits

Performance-based annual incentive program

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