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Oswald Companies · 5 hours ago

Client Service Administrator - Group Benefits

Cleveland, OH

Full-time

Onsite

Entry Level

1+ years exp

Oswald Companies is a 129-year-old independent, employee-owned company focused on providing protection for clients' lives and businesses. The Client Service Administrator is responsible for providing internal support to an account management team, collaborating with sales and service staff, and ensuring client satisfaction through effective communication and problem-solving.

Financial ServicesInsurance

Responsibilities

Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner

Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services

Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment

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

Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients

Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal

Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately

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

Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system

Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client

Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client

Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents

Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors

Supports 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

Delivers compliance notifications and other materials at the direction of the Client Manager

Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit

Gain the understanding of healthcare plan fundamentals and various plan types such as PPO, HDHP, HMO, Income Protection plans and supplemental benefits within the first 12 months

Gain working knowledge of/familiarity with claims processing basics, plan eligibility rules, COBRA and Open Enrollment

Qualification

Client communicationHealthcare knowledgeData entryOrganizational skillsProblem solvingProfessional demeanorTeam collaborationTime managementWritten communicationVerbal communication

Required

Position requires the ability to multi-task simultaneously across employer groups

Ability to professionally communicate in both written and verbal forms. Use of proper grammar in all communications

Professional appearance and demeanor is required

Ability to be comfortable communicating with HR teams as well as employees of all job levels

Obtain Health and Life license within 12 months of start date

Energetic 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 and lead by example consistently

Works well under pressure and meets established deadlines

Good verbal and written communication skills

Capable interpersonal skills with a collaborative approach

Ability to manage time-sensitive projects

Preferred

A college degree is an advantage but not a requirement

At least 1 to 3 years of industry knowledge is preferred, to include experience in medical benefits and ancillary lines of coverage

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