18 employee benefits advisor jobs found in Cleveland

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 Are you a college student hungry for hands-on experience or a career transitioner looking to explore new horizons? Our Internship Program offers a thrilling opportunity to immerse yourself in the dynamic world of insurance across multiple business units. At Oswald Companies, we're not just offering internships; we're providing a launchpad for your career, packed with excitement, mentorship, and real-world impact. If you're ready to embark on a journey that will transform your career trajectory, keep reading! The Internship Program Our Internship Program is designed to provide aspiring professionals like you with an enriching experience in one of two specialized tracks: Retirement Plan Services (RPS): Gain expertise in creating financial security plans for...

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 : 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...

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 : The primary role of the Proposal Manager is to lead the firm’s sales and service teams in coordinating and producing professionally written, formatted and branded new business proposals. Responsibilities include managing the proposal process for Unison Risk Advisors (URA), producing proposal management plans, seeking opportunities to enhance our proposal approach, monitoring proposal trends and data, and devising strategies to identify and secure opportunities, ensuring timeliness and accuracy. This role requires a highly motivated candidate that can implement clear project management skills to keep cross-functional teams on task, as well as have great attention to detail, to ensure all requirements and deadlines are met. A Day in The Life : Lead and mentor a team of...

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 : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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 : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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 : 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 contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large:  6 - 10 accounts; total book value of $1M - $1.5M. Middle Market:  25 - 75 accounts; total book value of $300K - $1M. Small Market:  30 - 44 accounts (efficiencies of scale considered); total book value of...

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 : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

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: At Oswald Companies, we are seeking a Carrier Payables Specialist to join our dedicated team responsible for managing financial transactions related to carriers and clients. As an integral part of our finance department, you will ensure accurate and timely processing of invoices, statements, and adherence to financial policies and procedures. A Day in the Life: Monitor, review, and process carrier payments Work directly with our service team and carriers to facilitate accurate and timely completion of carrier payables function Obtain necessary approvals and signatures on checks and other payment documents Collaborate with internal departments to resolve carrier payable-related issues and ensure smooth operations, this includes but is not limited to client...

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 : The Assistant Controller plays a key role in supporting the Controller in managing the company’s accounting operations. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), drives accurate financial reporting, strengthens internal controls, and fosters a collaborative, high-performing team environment. The ideal candidate brings a strategic mindset, strong technical expertise, and a passion for continuous improvement. A Day in The Life : Oversee core accounting functions including general ledger management, month-end close, and financial reporting. Support the development and maintenance of financial controls and accounting systems to ensure accuracy, efficiency, and compliance. Ensure timely and accurate preparation of internal...

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. A Day in The Life 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...