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Oswald Companies · 14 hours ago

Client Manager - Group Benefits

Pittsburgh, PA

Full-time

Onsite

Mid Level

3+ years exp

Oswald Companies is a long-established independent, employee-owned company focused on providing quality client management in the employee benefits sector. The Client Manager will oversee client relationships, ensure client satisfaction, and manage renewals while contributing to the growth of the business.

Financial ServicesInsurance

Responsibilities

Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines

With oversight, guidance and input from the CE/Producer: Participate in annual meeting planning by completing pertinent portions of the report and conducting research

Retain and develop accounts by: Preparing and writing proposals, and providing quote comparisons

Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting

Providing additional resources for the client as needed

Market renewal and new lines of coverage including: Creating coverage specifications

Analyzing quotes received from carriers

Negotiating with carriers

Creating and presenting the coverage analysis

Review policy coverage and identify cross-selling and additional revenue opportunities

Develop a thorough understanding of client business, their policies, practices and industries

Understand and guide clients through the initial objective setting process

Analyze data to draw conclusions and recommend findings to client

Respond to client needs and questions, making sound recommendations on a day-to-day basis

Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences

Ensure legislative, regulatory and technical developments are appropriately communicated to clients

Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements

Achieve a minimum rating of 90% from E&O Plus audits on all accounts

Functional understanding of EPIC and update accordingly

Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery

Delegate appropriately and provide development opportunities for co-workers

Display professional, social and teamwork skills

Work well within a team and possess a positive attitude

Manage and meet expectations of co-workers and clients

Possess good oral and written communication skills both internally and externally

Participate in internal and external networking activities

Manage projects to meet deliverable deadlines and meet expectations

Remain up-to-date and current on all tasks

Possess awareness of firm’s service capabilities to generate ideas and solutions for clients and cross selling opportunities

Qualification

Employee benefits experienceFinancial analysisEPIC agency managementProposal writingClient relationship managementTeamworkCommunication skillsOrganizational skillsTime managementNegotiation skillsProblem-solving

Required

Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary

3 – 5 years' employee benefits experience handling medium accounts at a high level of responsibility

Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers

Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints

Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude

Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies

Possesses excellent organizational skills and strong financial analysis acumen

Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes

Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests

Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant

Contribute to team efficiency by sharing knowledge and best practices

Proficient with Microsoft Office Products, including Excel and PowerPoint, are required

This position requires a high energy level and the ability to handle stress-related situations on a daily basis

Possess appropriate, jurisdictional licenses - Life and Health

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