Client Service Administrator

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 internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

A Day in The Life:       

• Provides direct administrative support as required for one to four assigned Client Managers, Client Executives, and/or Sales Executives; responds to all requests in a timely and collaborative manner.
• Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows-up to obtain receipt, managing high volume transactions in accordance with practice standards for accuracy and timeliness
• Processes the download of all client renewals and policy transactions from carriers on a daily basis for assigned clients; ensures the integrity and accuracy of all data received, troubleshooting and amending any suspense items in a timely manner.  Processes requests for Evidence of Insurance and Auto ID Cards as specified by Client Manager within 24 hours of receipt of request.
• Processes automatic and manually issued renewals 30 days prior to expiration date or as soon as they become available from the carrier; updates agency management system with accurate policy coverage details, premiums and commissions.
• Supports client stewardship initiatives; performs document creation and data extraction activities for Summaries of Insurance and/or more thorough Stewardship Reports as directed by management.
• Performs tasks specific to assisting the Client Managers and Sales Executives in the management of their books of business; this includes but is not limited to system data entry (Vision), managing expiration lists, preparing new and renewal policies for client delivery, and assisting with various reports/proposals as directed.
• Ensures client and policy data information in the agency management system is maintained and in compliance with agency standards.
• Supports overall team effectiveness through timely completion/communication of assigned tasks and by sharing expertise/cross training where possible.
• Performs duties in a manner consistent with Oswald Companies Professional Standards including all E&O procedures and documents all administrative events in the agency management system.
• Assists or completes other tasks as directed by agency management.
• Maintains knowledge of all carriers in order to serve as a “back-up” when necessary.
• Reviews and distributes incoming mail to all team members on a daily basis.

What You’ll Need:

• 1-3 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty support experience is preferred
• Property & Casualty License preferred.
• Strong organizational  skills with ability to transition quickly from one job to another
• Ability to problem solve, think logically and work independently

Who You Are:

• Energetic with a desire to learn new skills
• Ability to consistently demonstrate a positive attitude and lead by example
• Works well under pressure and meets established deadlines
• Good verbal and written skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects

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.