Senior Client Manager - Construction

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 PURPOSE

Responsible to provide external support to clients for an assigned book of Middle-Market business, giving internal direction to the client management support team; collaborating with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.
• Works closely and build relationships with client contacts at the HR leadership and CFO levels.
• 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.
• Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
• 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.
• Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with the Client Executive for final approval and client presentation.
• Conducts open enrollment meetings and ensures all deliverables are accurate including pre-renewal projection, market evaluation, pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary.
• Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission’s receivable following the acceptance of contracts.
• Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and the party responsible for the activity and timing.
• Responsible for the final execution and delivery of meeting action items.
• Drives the strategic planning process and collaborates with the assigned Client Executive on plan specifics; develops a long-term, integrated, and comprehensive health management strategy customized to the client’s needs.
• Develops detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
• Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive.
• Directs the service team in the development of any online, client-specific enrollment portal.
• 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.
• 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.
• Attains further education, coursework, and skills development opportunities to obtain professional designations in their field of expertise.
• Develops leadership capabilities in the planning, execution, and delivery of special projects as needed.

INDUSTRY KNOWLEDGE

At least 5 to 10 or more years of Group Benefits Insurance industry knowledge is required.

EDUCATION AND PREVIOUS EXPERIENCE

Bachelor degree in Business Management or related field from a four-year college or university and five to ten years or more of related experience or the equivalent combination of education and experience.

Prior Experience Specifically Required

• Prior experience in medical benefits and ancillary lines of coverage required.
• Experience working for an insurance brokerage firm is required.

CERTIFICATES, LICENSES, REGISTRATIONS, PROFESSIONAL DESIGNATIONS

• Life, Health and Accident License Required
• Professional designations of RHU, GBA, CEBS PHR, et