Client Manager Associate, Select Market

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:

Preferred location is Guardian's Plano/Dallas, TX Office. Work arrangement will be hybrid (two days per week in office; three days per week working from home).

Salary Range

$36,410 – 59,825

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.

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 [email protected].

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

• Employee Resource Groups:

• Colleague Connection Committees

• Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

• Voluntary self-ID

• Pronunciation and phonetic spelling of names

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 [email protected].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday