Client Manager Associate, Select Market

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:

• 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: $41,000 - $75,000 base, not including compensation plan

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.

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 View email address on click.appcast.io. 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 visas. In 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 Guardian's Use of Artificial Intelligence in Recruitment:

As part of Guardian's 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 Guardian's 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.