Client Executive - Group
Job in
Akron, Summit County, Ohio, 44329, USA
Listing for:
Oswald Companies
Full Time
position
Listed on 2026-02-16
Job specializations:
-
Management
Client Relationship Manager
-
Business
Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly
USD
80000.00
100000.00
YEAR
Job Description & How to Apply Below
Position: Client Executive - 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 retain the existing business and grow the assigned group of accounts. In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs.
A Day in The Life
Serves as the key relationship contact by account at all leadership levels for the assigned book of business with a total book value from $750K to $2M.Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives.Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business.Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components.Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight.Pursues innovative alternatives that may lead to more effective client solutions.Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines.Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy.Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings.Ensures all client revenue is collected on a timely basis, which may include consulting fees and carrier commissions.Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery.Formulates the strategic planning process and collaborates with the assigned client team to execute plan specifics for an integrated and comprehensive health management strategy customized to the client’s needs.Initiates the renewal negotiation process with carriers.Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base.Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements.Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate.Provides effective client stewardship and communication, including uniform reporting and profitability analysis.Maximizes the integrity of account intelligence through timely and accurate updates of key client data in the CRM; this includes the names of business owners, executive staff, board…
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