Client Service Administrator / Group Benefits / Middle Market

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 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner.
• Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services.
• Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound business judgment.
• Responds to enrollment, billing, claims, and other administrative issues; ensures a complete solution is provided to the client's satisfaction; documents the details and outcomes of each support event.
• Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.
• Ensures commissions are accurate, flowing and received on a timely basis at point of sale or renewal.
• Interfaces with both client and vendor to secure all account documents; also builds files in the internal, shared computer systems and catalogues documents appropriately.
• Maintains and updates client information within the system of record; ensures all information is accurately and thoroughly entered into the system on a timely basis.
• Supports the client's integrated and comprehensive health management strategy; captures meeting notes collected by the Client Manager and incorporates that information into the appropriate data system.
• Monitors the progress of meeting action items, initiates response from vendors or internal staff, and documents the results for feedback to the client.
• Coordinates meetings with practice team members assigned to specific clients to review business activity and action points; schedules meetings with members of various internal departments such as Business Development, Marketing Analysis, Benefits Analytics, Health Management Services, and outside vendors to meet the service needs of the client.
• Supports the team in client and carrier activities including the request of reports on a variety of financial and client-specific data; obtains 5500s and plan-related documents.
• Initiates the collection of all renewal information from the incumbent carrier; contacts the client and the incumbent carrier to obtain the necessary materials for the solicitation of bids from alternate vendors.
• Supports team in the preparation of carrier or client deliverables which includes scheduling meetings, obtaining carrier open enrollment information, and the proofing, printing, binding and distribution of presentations.
• Delivers compliance notifications and other materials at the direction of the Client Manager.
• Strives to understand the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit.

PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include: 

• Energetic with a desire to learn new skills
• Strong organizational skills with ability to transition quickly from one job to another
• Ability to problem solve, think logically and work independently
• Ability to demonstrate a positive attitude and lead by example consistently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects

EDUCATION AND PREVIOUS EXPERIENCE

Associate degree in Business or related major from a two-year college or technical school and one to three years related experience or the equivalent combination of education and experience.

• Prior experience in medical benefits and ancillary lines of coverage preferred
• Experience working for an insurance brokerage firm preferred
• Life, Health and Accident License 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, ess