Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Manager Associate, Premier

$55.78k - $91.65k

Guardian Life Insurance

Client Manager Associate, Select Market

Are you a customer-focused professional who enjoys building relationships, solving problems, and driving business growth? Guardian is seeking a Client Manager Associate, Select Market, to support the retention and expansion of our group insurance business. In this role, you will partner closely with Sales Representatives, producers, and internal stakeholders to deliver exceptional service throughout the renewal process while identifying opportunities to expand coverage for existing clients. You will leverage your product knowledge, analytical mindset, and consultative approach to help clients achieve the best possible outcomes while supporting Guardian's commitment to customer-centricity and excellence.

You Are

A proactive and results-oriented professional who enjoys working in a fast-paced sales and service environment. You are skilled at building relationships, influencing outcomes, and balancing multiple priorities while maintaining a high level of accuracy and responsiveness.

You thrive when collaborating across teams, identifying opportunities to improve customer outcomes, and navigating complex renewal and sales situations. You are comfortable analyzing data, communicating recommendations, and serving as a trusted resource for both internal and external partners.

You Have

Required Qualifications

  • Bachelor's degree or equivalent work experience.
  • 2+ years of experience in employee benefits, insurance, account management, sales support, client services, or a related field.
  • Knowledge of group insurance products, contracts, and services.
  • Strong verbal and written communication skills.
  • Demonstrated consultative, negotiation, and relationship management skills.
  • Analytical skills with the ability to interpret data and make business recommendations.
  • Strong organizational skills and attention to detail.
  • Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.

Preferred Qualifications

  • Experience working with group benefits renewals and retention strategies.
  • Experience identifying and developing cross-sell or add-on sales opportunities.
  • Knowledge of Salesforce, CPS, Panorama, or similar CRM and insurance platforms.
  • Experience working directly with brokers, producers, and plan sponsors.
  • Ability to independently manage multiple priorities in a deadline-driven environment.

You Will

  • Support the renewal process for Select Market customers by developing competitive renewal options, collaborating with underwriting partners, and helping drive plan retention.
  • Proactively identify additional sales opportunities within existing client relationships through analysis of reports, customer data, and partnership with Sales Consultants.
  • Review and interpret experience reports, renewal proposals, and coverage options, translating complex information into clear recommendations for producers, assistants, and planholders.
  • Coordinate and deliver renewal materials, add issue proposals, and related communications while ensuring an exceptional customer experience and adherence to service standards.
  • Serve as a subject matter expert on Guardian products, systems, and processes, providing guidance and support to internal and external stakeholders.

Reporting Relationships

As our Client Manager Associate, Select Market, you will report to the appropriate Service and Sales Leadership team supporting the Select Market business.

Location

Location is the Newport Beach Office located in Irvine, CA. Ideally, 3 days per week but could be flexible with 2 days per week.

Travel

Minimal travel may be required for this position.

Salary Range:

$55,780.00 - $91,645.00

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.

Guardian Life Insurance
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Manager Associate, Premier in Newport Coast, CA vacancy
  • $72.2k - $90k

     ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth...  .../ Private Wealth Advisors / teams as needed)Managing the calendar including coordinating meetings or events... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Newport Coast, CA
    1 day ago
  • $50k - $60k

     ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer...  ...making, trust services and investment advisory and asset management services. The firm is seeking a Client Service Associate... 
    Suggested
    Local area

    Oppenheimer & Co. Inc.

    Newport Coast, CA
    5 days ago
  • $71k - $130k

     ...the U.S. and Asia, we are the premier financial bridge between the...  ...sustainable businesses and expand our associates’ potential for career...  .... As a Premier Relationship Manager, you will be a trusted adviser...  ...our new and existing Premier clients. Woking collaboratively with... 
    Suggested

    East West Bank

    Irvine, CA
    4 days ago
  • Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day...  ...strengthen View Cleaners' reputation as Orange County's premier garment care provider. Key Competencies Exceptional customer... 
    Suggested
    Work at office
    Home office

    View Cleaners

    Irvine, CA
    1 day ago
  • $28.47 - $47.44 per hour

     ...Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive...  ...client experience, ensuring seamless account management, and upholding compliance standards. The... 
    Suggested
    Work at office
    Work from home

    LPL Financial

    Newport Coast, CA
    4 days ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Irvine, CA
    1 day ago
  • $15k

     ...and delivering outstanding service to our clients and each other. We support a friendly,...  ...environment. •    Proven ability to manage multiple demands and competing priorities...  ...ethics, integrity and the belief that our Associates are our most important assets.  We hope... 
    Hourly pay
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Newport Beach, CA
    19 days ago
  •  ...Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in...  ...estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance) Strong... 
    Work at office

    Chase

    Irvine, CA
    5 days ago
  • $50.1k - $82.8k

    Client Delivery Associate - Commercial Banking 5 days ago. Be among the first 25 applicants. Provides daily operational service support and ensures...  ...level of proficiency in Regulatory Compliance, Document Management, Problem‑Solving. Intermediate level of proficiency in... 
    Contract work
    Work experience placement
    Work at office
    Local area
    Immediate start

    BMO

    Newport Beach, CA
    2 days ago
  • $65k - $85k

     ...Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation... 
    Full time
    Work at office
    Flexible hours

    UBS

    Newport Beach, CA
    1 day ago
  •  ...Client Associate In Wealth And Investment Management Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will... 
    Work experience placement
    Work at office

    Wells Fargo

    Irvine, CA
    1 day ago
  • UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude... 

    UBS

    Newport Beach, CA
    1 day ago
  • $29 - $32 per hour

     ...an accommodation or an alternative application process. Client Engagement Associate Full Time IRVINE LOCATION, Irvine, CA, US Salary Range: $...  ...Description This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and showroom operations.... 
    Hourly pay
    Full time
    Work at office

    Interior Office Solutions, Inc.

    Irvine, CA
    2 days ago
  •  ...JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong... 

    Testing Site - JPMC

    Irvine, CA
    1 day ago
  •  ...View Cleaners in Orange County offers a Client Relationship Manager role focused on delivering an exceptional customer experience across retail and home delivery services. This role blends client relationship management, store operations, admin support, team coaching,... 

    View Cleaners

    Irvine, CA
    23 hours ago
  • $64.1k - $88.1k

     ...Registered Client Service Associate### Registered Client Service AssociateApply: On-Site: Newport Beach, California: Full time: Posted Yesterday...  ...leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    RiverSource

    Newport Beach, CA
    2 days ago
  • $50k - $60k

     ...Client Service AssociateBeloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of...  ...skillsExcellent organizational and time management abilitiesAbility to handle multiple priorities... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    4 days ago
  • $31.25 - $33.65 per hour

     ...Client Service AssociateOur Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will...  ...someone looking to grow a career within wealth management.This is an on-site position; in-office... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    Wealth Enhancement Group

    Irvine, CA
    1 day ago
  • $50k - $60k

     ...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this...  ...communication skills ~ Excellent organizational and time management abilities ~ Ability to handle multiple priorities with accuracy... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    1 day ago
  • $109k - $130k

     ...Client Services Manager### Client Services ManagerApply: US-Irvine: Full time: Posted Today: REQ-028078 Job Description About the Role: Fragomen's Client Services Manager role gives you the opportunity to work with a smart, motivated, and diverse peer group... 
    Full time
    Work at office
    Local area

    Fragomen

    Irvine, CA
    2 days ago
  •  ...arise.ResponsibilitiesSupport in the onboarding process of new clients by taking virtual application calls and submitting documentation...  ...changes are requested by clients.Effectively multitask and manage their time efficiently.Follow up appropriately when needed to ensure... 
    Internship
    Flexible hours

    EBizCharge

    Irvine, CA
    4 days ago
  • $230k - $280k

     ...Client Service Manager (CSM)-Water Help us build the future and we'll help you build a rewarding and purposeful career. Our global network is made up of architects, designers, planners, engineers, and environmental scientists all working towards the same goal. Join... 
    Work at office
    Local area
    3 days per week

    GHD

    Irvine, CA
    5 days ago
  • $19 per hour

     ...off for any reason. Bonuses: Are available for employee and client referrals for current employees. Benefit Offerings: Medical,...  ...Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers... 
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start

    SPS-North America

    Santa Ana, CA
    3 days ago
  • $20 - $24 per hour

     ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Relationship Manager Full Time Santa Ana, CA, US 3 days ago Requisition ID: 1224 Salary Range: $20.00 To $24.00 Hourly Valligent, a Veros... 
    Hourly pay
    Full time

    Veros

    Santa Ana, CA
    1 day ago
  • $90k - $100k

     ...unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Flexible hours

    001 Brown & Brown, Inc

    Irvine, CA
    2 days ago
  • $23 - $26 per hour

     ...Energy provider. We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-...  ...service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility... 
    Hourly pay
    Work at office
    Local area
    Relocation
    Monday to Friday
    Shift work

    Zero Impact Energy

    Costa Mesa, CA
    2 days ago
  • $31.25 - $33.65 per hour

     ...Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...  ...Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    Wealth Enhancement Group

    Irvine, CA
    2 days ago
  • Client Services Associate | Cooper McManus Wealth Management Irvine, CA | Full-Time | 100% onsite Cooper McManus is an established Irvine wealth management firm managing over $2.5B for high-net-worth individuals and families. We're hiring a Client Services Associate... 
    Full time

    Cooper McManus

    Irvine, CA
    5 days ago
  • $22 - $24 per hour

     ...industry leading technology, Stack's Bowers Galleries provides every client the opportunity to achieve their numismatic goals through live...  ...a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of... 
    Full time
    Part time
    Work at office
    Flexible hours

    Stack's Bowers Galleries

    Costa Mesa, CA
    5 days ago
  • Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help...  ...role emphasizes accuracy, communication, and teamwork as you manage profiles, enroll clients in digital tools, and assist with... 

    Morgan Stanley

    Newport Beach, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Manager Associate, Premier. Be the first to apply!