Client Service Administrator, Group Benefits

Job Description
Main Areas of Responsibility
  • 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.
Additional Areas of Responsibility
  • Performs data entry of current and historical account information and related commissions in the system of record for the onboarding of new clients.
  • 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.
Other Information/Requirements
  • At least 1 to 3 or more years of Group Benefits Insurance industry knowledge is required.
  • 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
  • Professional designations of RHU, GBA, CEBS, PHR, etc. preferred
How to Apply

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Contact Information
Corporate Headquarters Oswald Centre
1100 Superior Avenue, Suite 1500 C
Cleveland
Ohio
44114
Phone
2163678787
Administration
Listing Status
Active
Listing Visibility
Everyone
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