Team Leader, Senior Client Manager / Property & Casualty / Taylor Oswald

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 PURPOSE
Responsible to own the delivery of service to clients within the assigned practice; provides strategic and/or tactical direction and leadership to the team in the onboarding, ongoing service and retention of accounts; supports sales growth objectives and ensures the development of staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• Oversees the delivery of services for a group of selected accounts; leads multiple client teams in the planning, execution and successful management of services.
• Works closely with Business Unit Leadership to establish annual revenue, cost management and staff development goals for the expansion of the practice in support of the company's comprehensive business plan; contributes to the achievement of defined objectives for new business, retention and growth.
• Drives operational excellence through the establishment and execution of service standards, efficient processes/workflows and system resources with accountability for team effectiveness.
• Ensures team productivity by aligning duties, setting expectations and measuring performance; collaboratively establishes annual objectives for designated team members and monitors the achievement of goals.
• Supports overall team effectiveness through the timely completion and communication of assigned tasks and by sharing expertise and cross training where possible.
• Develops team member skills, individually and collectively; collaborates with Human Resources to select training and development resources that ensure employee needs are met.
• Guides the client management staff in the design and development of a tailored renewal strategy for new or existing clients based upon their individual utilization experience and exposures within the current coverage; this process includes pre-renewal analysis, carrier negotiations and applicable marketing to secure suitable alternatives.
• Assists in the management of the business unit's carriers and vendors; builds a working relationship with key contacts.
• Remains alert to changes in the marketplace and contributes to the innovation and development of the products and services provided; identifies and addresses expanding customer needs.
• Ensures system (Vision and/or BenefitPoint) system compliance is met; conducts random quarterly audits to review accurate utilization of activity coding including proper documentation (i.e. applications, change requests, binders, Evidence of Insurance); creates and analyzes custom Vision reports that capture utilization/commissions.
• Confirms all commissions are received accurately and in house in a timely fashion.
• Reviews all carrier and renewal contracts for accuracy and licensing requirements.
• Maintains personal responsibility for a client base having a total book value from $500K to $1.5M; may act as an account's Client Executive where none is present or assigned.

PERSONAL CHARACTERISTICS
The specific personal traits required to accomplish the essential duties of this job successfully include:

• Energetic with a desire to learn new skills
• Exceptional organizational skills with ability to transition quickly from one project 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
• Strong verbal and written communication skills
• Strong interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects
• Ability to guide others in a professional manner and serve as a mentor
• Confident and self-driven with the ability to think outside the box
• Service driven

EDUCATION AND PREVIOUS EXPERIENCE
Bachelor degree in Business Administration (MBA Preferred) from a four-year college or university and five to ten years or more of related experience or the equivalent combination of education and experience.
Prior Experience Specifically Required

• P&C brokerage and consulting experience required
• Prior supervisory experience preferred
• Experience in the preparation, analysis and interpretation of risk data for presentation of servicing solutions required

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 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.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
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 LinkedIn.
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.