Client Service Administrator Group Benefits

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 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 customers 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 clients 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 clients 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.
• Gain the understanding of healthcare plan fundamentals and various plan types such as PPO HDHP HMO Income Protection plans and supplemental benefits within the first 12 months.
• Gain working knowledge of/familiarity with claims processing basics plan eligibility rules COBRA and Open Enrollment.

What Youll Need:

• A college degree is an advantage but not a requirement
• At least 1 to 3 years of industry knowledge is preferred to include experience in medical benefits and ancillary lines of coverage
• Position requires the ability to multi-task simultaneously across employer groups.
• Ability to professionally communicate in both written and verbal forms. Use of proper grammar in all communications.
• Professional appearance and demeanor is required.
• Ability to be comfortable communicating with HR teams as well as employees of all job levels.
• Obtain Health and Life license within 12 months of start date

Who You Are:

• 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

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. Dont believe us Ask your friends colleagues and mentors about Oswald. Theres a reason Oswald has been named a Top Workplace for nine consecutive years.

At Oswald you will have the opportunity to build a long-term career with unlimited growth potential. Aim high work hard and well 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 onLinkedIn.

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.