Oswald Companies · 2 months ago
Client Manager - Employee Benefits
Cleveland, OH
Full-time
Hybrid
Mid, Senior Level
3+ years expOswald Companies is an independent, employee-owned firm with a long-standing reputation for integrity and client service excellence. The Client Manager role is responsible for providing external support to clients, managing a book of business, and ensuring client satisfaction through effective communication and collaboration with internal teams.
Financial ServicesInsurance
Responsibilities
Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner
Approximate workload defined by Practice: Large: 6 - 10 accounts; total book value of $1M - $1.5M. Middle Market: 25 - 75 accounts; total book value of $300K - $1M. Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K
Works closely and builds relationships with client contacts at the HR leadership and CFO levels
Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments
Directs 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 team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline
Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage
Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation
Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary
Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission’s receivable following the acceptance of contracts
Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing
Responsible for the final execution and delivery of meeting action items
May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client’s needs
May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams
Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review
Directs the service team in the development of any online, client-specific enrollment portal
Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base
Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.)
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise
Qualification
Required
Life, Health & Accident License required
At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
Strong tactical skillset
General understanding of technical concepts – self-funding, different carriers solutions, etc
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Intuitiveness – knowing when to loop in Client Executive and leadership for escalated issues
Ability to oversee CSA's and provide general tactical oversight
Project management skills – ability to work with internal and external partners to deliver results timely
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 and lead by example 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
Ability to guide others in a professional manner and serve as a mentor to subordinates
Preferred
A college degree is an advantage but not a requirement
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
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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