Your Career Choices Matter: Own your Opportunity and Create a Meaningful Path with Taylor Oswald

Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.

A Day in The Life:

• Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
• Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.
• Maintains a book of business by practice based on complexity and the servicing of client needs:

• National Accounts: 40 - 100 accounts; total book value of $400K to $1M.
• Middle Market: 50 - 250 accounts; total book value of $250K - $1M.
• Executive Risk: 50 - 250 accounts; total book value of $250K - $1M.

• Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.
• Works closely and supports agency relationships with appropriate client contacts at all levels.
• Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.
• Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts; attends client meetings where necessary.
• Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.
• Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.
• Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.
• Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.
• Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.
• Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client.
• Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client.
• Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.

What You’ll Need:

• 3-5 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty support experience is required
• Prior Property & Casualty client management experience is preferred
• Property & Casualty License required.
• Strong interpersonal skills with a collaborative approach
• Ability to think strategically and formulate an action plan based on a given set of facts.

Who You Are:

• Energetic and desire to learn new skills
• Strong organizational skills with ability to transition quickly from one project to another
• Ability to problem solve, think logically and work independently
• Ability to consistently demonstrate a positive attitude and lead by example
• Works well under pressure and meets established deadlines

Strong written and verbal communication

Who is Taylor Oswald?

Join Taylor Oswald, a minority-owned employee benefits and risk management firm, and you'll do more than just a job – you'll make a real impact. As an MBE-certified partner of Oswald Companies, we offer the resources and reach of a large organization with the close-knit culture and growth opportunities of a small business. We seek to build lasting and trusting client and employee relationships with every interaction, every day.

We're passionate about serving clients, communities and each other. We believe that diverse perspectives lead to better solutions. If you're looking for a company that invests in its people and fosters a collaborative, supportive environment, Taylor Oswald is the place for you. We offer competitive benefits, professional development opportunities, and the chance to work somewhere special.

What you’ll get?

Make a Difference. Grow Your Career. Every team member at Taylor Oswald lives our INTREPID values: innovation, nimbleness, trust, resourcefulness, excellence, passion, integrity and diversity. No two days are the same, and our team operates collaboratively, making a dynamic environment.

Hybrid schedule with a three-day in-office and two days at home. We balance work, life, and commuting.

Excellent office locations Cleveland offices relocation to premier space at the Oswald Tower located on the East side of the Flats in Summer 2025! Updated spaces and amenities are exemplary! All other regional areas offer updated workspaces at locations in Cincinnati, Detroit, Pittsburgh, and more!

Competitive pay for skills and talents aligned with each role within our organization. We strive for the excellence and retention of our talented team.

Fantastic Benefits We recognize that taking care of yourself and families are essential. A wide range, including health and wellness for starters, along with a 401k retirement plan that is far above the standard, a 30-day paid-leave sabbatical after 10 years that comes with a bonus, and so much more.