Client Service Administrator - Group Benefits

Oswald Companies • Cleveland, OH

19d

About The Position

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.

Requirements

• 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
• 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

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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees