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Client Service Administrator - Group

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Oswald Financial, Inc.
Full Time position
Listed on 2026-01-22
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Administrator - Group Benefits
## Client Service Administrator - Group Benefits 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.
** A Day in The Life**:
* 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**:
* 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…
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