What are the responsibilities and job description for the Client Manager Associate, Select Market position at Guardian Life?
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 coverage. The 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 other strategies 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 Representative’s 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 :
Competencies / Skills :
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
Knowledge :
Solid knowledge of group insurance, products, contracts, and services
Knowledge of underwriting principles and practices
Education :
- BA or BS Degree preferred
Experience :
3-5 years industry experience preferably in a sales environment
Demonstrated success in servicing Producer / Assistants / Customers
Location and Work Arrangement :
Preferred location is Guardian's Plano, TX Office. Will also consider candidates in the Newport Beach, CA area.
Work arrangement will be "mobile." If located near Guardian's Plano, TX or Newport Beach, CA Regional Offices, you will be expected to work on-site at least once per week.
Salary Range
37,140 – 61,020
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 candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll 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 Guardian’s 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 www.guardianlife.com / careers / corporate / benefits . Benefits 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 activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's 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 applicant_accommodation@glic.com .
Current Guardian Colleagues : Please apply through the internal Jobs Hub in Workday
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Salary : $37,140 - $61,020
