Client Manager, Premier Market - Mountain West

Posted 3 Days Ago
Be an Early Applicant
San Francisco, CA
52K-86K Annually
Mid level
Insurance • Financial Services
The Role
As a Client Manager for the Premier Market, you will manage client accounts, ensuring client satisfaction and driving financial growth. You will build relationships with clients and brokers, strategize account solutions, and collaborate with sales representatives to enhance client experience and satisfaction.
Summary Generated by Built In

Client Manager, Premier Market

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.

You will:

  • Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-1,999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
  • Build strong relationships with clients and brokers/consultants through in-market presence.
  • Work closely with the respective sales representative to gain their buy-in for the account management strategy and position.
  • Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs.
  • Balance the needs of the client with those of the business.
  • Achieve yearly financial growth & persistency goals. 

You have:

  • BA or BS degree preferred or equivalent work experience.
  • Minimum of 3 years of group insurance experience servicing accounts and/or account management.
  • Strong customer service acumen.
  • Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
  • Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
  • Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms:  Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
  • Ability to operate in a virtual environment and effectively build rapport virtually.
  • Ability to adapt to changes in a fast paced and dynamic environment.
  • Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
  • Consultative Selling Skills and the ability to influence and persuade.
  • Virtual communication, presentation, consultative selling, and relationship building skills.
  • Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
  • Ability to collaborate across internal teams including collaborative selling.
  • Strategic and critical thinking and basic math skills.
  • Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
  • Ability to exercise sound judgment and deal with conflict.
  • Ability to exude confidence and demonstrate optimism and positive attitude.
  • Advanced organizational and time management skills.
  • Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location and Travel:

  • Successful hire must be based in the assigned territory (Mountain West). The Mountain West territory includes Northern California, Oregon, Washington, Idaho, Colorado, Montana, Utah, and Nevada.
  • Regular travel within the territory is required.

Salary Range:

$52,440 - $86,145

The base 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 [email protected].

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

Top Skills

MS Office
Salesforce
Tableau
The Company
HQ: New York, NY
8,709 Employees
On-site Workplace
Year Founded: 1860

What We Do

Who we are

Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.

Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.

As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.

What we stand for

In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve.

Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future.

Disclosures:
Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25

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