Client Manager Associate, Select Market - Northeast

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 small 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 small market segment.
• Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.

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

Licensing:

• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location and Work Arrangement:

• Preferred locations include: Bethlehem, PA; Boston, MA; and New York, NY.
• Work arrangement will be hybrid (three days per week in office; two days per week working from home).
• Minimal travel required (less than 10%)

Salary Range:

$45,570.00 - $74,865.00

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.

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.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.