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Now Hiring - Oswald Companies - Client Manager, GB Taylor Oswald in Cleveland, OH

Client Manager, GB Taylor Oswald in Cleveland, OH

Oswald Companies
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Financial Services

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services

Location:

Cleveland, OH
3.9

Full description of the position

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Your Career Choices Matter: Own your Opportunity and Create a Meaningful Path with Taylor Oswald
In partnership with Oswald Companies, Taylor Oswald is recognized as an employer of choice in our communities.
Opportunity: Client Manager, Group Benefits
What you’ll do
Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Responsible for the final execution and delivery of meeting action items.
  • 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.
  • Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention, and growth goals.
What you’ll get
You will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.
At Taylor Oswald, you will experience our caring work environment. We care about our Employees, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Taylor Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Taylor Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
  • Comprehensive medical, dental, and vision plans and numerous supplemental benefit offerings.
  • Paid time off annually and a sabbatical at every 10-year service anniversary.
  • 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.
  • And so much more!
Is this you?
The specific personal traits required to accomplish the essential duties of this job successfully include:
  • Strong multi-tasking skills with the ability to prioritize and manage time-sensitive deadlines.
  • Good written, verbal, and interpersonal communication skills
  • Highly organized with close attention to detail and accuracy
  • Works well independently and as a team player.
  • Highly cooperative and patient, especially under stress
  • Pleasant with a warm and engaging personality
A college degree is an advantage but not a requirement.
Prior Experience Specifically Required
  • Prior Group Benefits support experience is required
  • A Life & Health License is required
  • Prior Group Benefits client management experience is preferred.
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.
What you’ll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
  • In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
  • 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.
  • And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on
LinkedIn
.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Oswald Companies
Company Size
1 to 50 Employees
Founded
They Sell
Investment & Asset Management
To Whom
Financial Services
Website
www.oswaldcompanies.com
Revenue
$1 to $5 million (USD)

Oswald Companies is currently hiring for 4 sales positions
Oswald Companies has openings in: OH
The average salary at Oswald Companies is:

4 Yes (amount not posted)

Oswald Companies
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Oswald Companies

Oswald Companies is currently hiring for 4 sales positions
Oswald Companies has openings in: OH
The average salary at Oswald Companies is:

4 Yes (amount not posted)