Overview
Client Service Administrator – Group Jobs in Cleveland, USA at Oswald Companies
Position: 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
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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
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- 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.
What You’ll Need
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- 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
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- 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
Who is Oswald?
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…
Title: Client Service Administrator – Group
Company: Oswald Companies
Location: Cleveland, USA
Category:
