Client Service Administrator - Personal Lines

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 ha