Client Manager - Personal Lines

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

A Day in The Life What You’ll Need Who You Are
* Energetic and desire to learn new skills
* Ability to consistently demonstrate a positive attitude and lead by example
* Strong interpersonal skills with a collaborative approach
* Confident and self-motivated, with the ability to innovate and think creatively

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.##
** What you’ll get...
** At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll 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 on .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.
* Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure.
* Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options.
* Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards.
* Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system.
* Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system.
* Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients.
* Makes recommendations to prospects and current clients to update and enhance policy contracts through an…