Oswald Companies · 4 months ago
Senior Client Service Administrator
Cleveland, OH
Full-time
Onsite
Entry, Mid Level
1+ years expOswald Companies is a 129-year-old independent, employee-owned company that focuses on providing protection around the lives and businesses of their clients. They are seeking a Senior Client Service Administrator to support an account management team by handling administrative duties, client interactions, and ensuring timely processing of insurance requests.
Financial ServicesInsurance
Responsibilities
Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner
Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request
Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems
Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up
Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed
Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt
Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines
Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage
Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations
Qualification
Required
At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required
Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner
Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request
Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems
Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up
Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed
Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt
Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines
Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage
Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations
Preferred
Prior Administrative Support Experience Preferred
Property & Casualty License, Preferred
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.
Access to specialized leadership development programming designed to take your career to the next level.
Company
Oswald Companies
Oswald Companies is an independent insurance brokerage firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-12-08Acquired
Leadership Team
Robert Klonk
Chairman and Chief Executive Officer
Recent News
Seattle TechFlash
2025-09-22
2025-05-01
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