Client Manager Associate, Select Market
Job Summary
The Client Manager Associate Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use best practices.
The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including but not limited to generating plan options and quotes for additional lines of individual will proactively mine for Add Issue opportunities as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen strong consulting/negotiation skills deep product knowledge with a high degree of operational effectiveness.
You will
- Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options
- Proactively identify Add Issue opportunities for the Select market segment by generating reports and otherstrategies developed in collaboration with Sales Representatives. Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Representatives as needed to help close the sale
- Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representatives authorization; Understand interpret and clearly communicate renewal rates options and add issue quotes to the Producer/Assistant
- Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select market segment
- Serve as Subject Matter Expert on various Guardian systems (Salesforce CPS Panorama etc.) capabilities products and workflow procedures
- Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements
You have
- 3 years industry experience preferably in a sales environment
- College degree preferred
- Demonstrated success in servicing Producer/Assistants/Customers
- Excellent communication skills
- Excellent customer service soft skills
- Strong consultative negotiation persuasion and influencing skills sales orientation
- Ability to build and maintain collaborative working relationships at all levels
- Strong attention to detail
- Planning and organizational skills
- Strong mathematical aptitude/analytical skills
- Ability to adapt to change
- Ability to work independently
- Goal Oriented meets Add Issue/persistency goals etc.
- Computer proficiency in Microsoft Access Excel Word and PowerPoint Salesforce CPS Panorama
- Ability to represent Guardian in a professional manner
- Solid knowledge of group insurance products contracts and services
- Knowledge of underwriting principles and practices
Location and Work Arrangement
- Preferred locations are Plano TX and Newport Beach CA
- Work arrangement will be hybrid
- Minimal travel may be required
Salary: $41000 - $75000 base not including compensation plan
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education experience knowledge and abilities of the successful addition to salary this role may also be eligible for annual sales or other incentive compensation.
Salary Range:
$37980.00 - $62392.50The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education experience knowledge and abilities of the successful addition to salary this role may also be eligible for annual sales or other incentive compensation.
Our Promise
At Guardian youll have the support and flexibility to achieve your professional and personal goals. Through skill-building leadership development and philanthropic opportunities we provide opportunities to build communities and grow your career surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardians Purpose to inspire well-being we are committed to offering contemporary supportive flexible and inclusive benefits and resources to our colleagues. Explore our company benefits at apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age race color creed religion sex affectional or sexual orientation national origin ancestry marital status disability military or veteran status or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals known limitations related to pregnancy childbirth or related medical conditions unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.
Visa Sponsorship
Guardian is not currently or in the foreseeable future sponsoring employment order to be a successful applicant. you must be legally authorized to work in the United States without the need for employer sponsorship.
Notice Regarding Guardians Use of Artificial Intelligence in Recruitment
As part of Guardians job application process Guardian may use artificial intelligence tools (AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying as specified in the listing posted on Guardians jobs website (Careers at Guardian at At Guardian we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian you will have the choice of opting out of Guardians use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation within ten business days of your position application you must email your request to making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardians document retention policy a copy of which you may request via .
Additionally at applicable times Guardian will make public the most recent bias audit results for such AI tools which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Manager