Client Manager Associate, Premier
$55.78k - $91.65kGuardian 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.
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