Client Manager

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.

Job Summary: 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.

A Day in The Life:            

• Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
• Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.
• Maintains a book of business by practice based on complexity and the servicing of client needs:

• National Accounts:  40 - 100 accounts; total book value of $400K to $1M.
• Middle Market:  50 - 250 accounts; total book value of $250K - $1M.
• Executive Risk:  50 - 250 accounts; total book value of $250K - $1M.

• Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.
• Works closely and supports agency relationships with appropriate client contacts at all levels.
• Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.
• Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts; attends client meetings where necessary.
• Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.
• Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.
• Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.
• Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.
• Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.
• Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client.
• Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client.
• Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.

What You’ll Need:

• 3-5 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty support experience is required
• Prior Property & Casualty client management experience is preferred
• Property & Casualty License required.
• Strong interpersonal skills with a collaborative approach
• Ability to think strategically and formulate an action plan based on a given set of facts.

Who You Are:

• Energetic and desire to learn new skills
• Strong organizational skills with ability to transition quickly from one project to another
• Ability to problem solve, think logically and work independently
• Ability to consistently demonstrate a positive attitude and lead by example
• Works well under pressure and meets established deadlines

Strong written and verbal communication

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.