Client Manager Associate, Northeast Select

The Guardian Life Insurance Company of America; Town of Bethlehem (NY); Vor Ort; USD 38.000 - 62.000; Vollzeit

Zusammenfassung

The Guardian Life Insurance Company of America is seeking a Client Manager Associate, Select Market to support retention and growth of our group insurance business. You will partner with underwriting, sales, and plan administrators to deliver renewal options and expand existing relationships.

You will review renewal data, generate quotes, and communicate clearly with producers and clients. The role offers growth in group benefits expertise within a collaborative team.

Qualifikationen

• 3-5 years of relevant professional experience.
• Strong written and verbal communication skills with the ability to explain complex information clearly and effectively.
• Experience supporting customers, clients, producers, or sales organizations.
• Consultative, negotiation, influencing, and relationship management skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities while meeting deadlines and performance goals.
• Proficiency with Microsoft Excel, Word, and PowerPoint.

Aufgaben

• Develop renewal strategies with underwriting and sales teams.
• Negotiate rate relief and provide plan options to support client retention goals.
• Identify opportunities to expand existing client relationships with add-issue quotes and additional coverage solutions.
• Review experience reports and renewal data; provide clear recommendations to producers and plan administrators.
• Deliver renewal packages, rate information, and coverage options in a timely manner to producers, assistants, and planholders.
• Serve as a subject matter expert on Guardian products, systems, processes, and workflows (Salesforce, CPS, Panorama).

Kenntnisse

Client relationship

Communication

Sales support

Analytical skills

Time management

MS Office

Ausbildung

Bachelor's degree

Tools

Salesforce

CPS

Panorama

MS Access

Jobbeschreibung

Position Summary

Are you a customer-focused professional who enjoys building relationships, solving problems, and driving positive client outcomes? Do you thrive in a collaborative environment where you can influence renewals, identify growth opportunities, and support producers in meeting their business objectives? Guardian is seeking a Client Manager Associate, Select Market to support the retention and growth of our group insurance business. In this role, you will partner closely with Sales Consultants, underwriting, producers, and internal stakeholders to deliver renewal solutions, identify additional coverage opportunities, and provide exceptional service throughout the client lifecycle. This position offers the opportunity to develop deep expertise in group benefits products while contributing directly to customer retention and revenue growth.

Key Responsibilities

You Are A proactive relationship builder who enjoys balancing client service, sales support, and operational excellence. You are detail-oriented, analytical, and comfortable navigating multiple priorities in a fast-paced environment. You take ownership of results, communicate effectively with internal and external partners, and confidently identify opportunities to improve customer outcomes and business results.

Required Qualifications

• 3-5 years of relevant professional experience
• Strong written and verbal communication skills with the ability to explain complex information clearly and effectively
• Experience supporting customers, clients, producers, or sales organizations
• Consultative, negotiation, influencing, and relationship management skills
• Strong analytical, organizational, and problem-solving abilities
• Ability to manage multiple priorities while meeting deadlines and performance goals
• Proficiency with Microsoft Excel, Word, and PowerPoint

Preferred Qualifications

• Bachelor's degree
• Experience within the group insurance, employee benefits, or financial services industry
• Knowledge of group insurance products, underwriting principles, and contract administration
• Experience using Salesforce, CPS, Panorama, Microsoft Access, or similar client management systems
• Experience supporting sales, account management, or client retention initiatives

Responsibilities

You Will Partner with underwriting and sales teams to develop renewal strategies, negotiate rate relief, and provide plan options that support client retention goals. Proactively identify opportunities to expand existing client relationships by generating add-issue quotes and recommending additional coverage solutions. Review and analyze experience reports and renewal data, providing clear recommendations and communications to producers and plan administrators. Manage the delivery of renewal packages, rate information, and coverage options to producers, assistants, and planholders in a timely manner. Serve as a subject matter expert on Guardian products, systems, processes, and workflows, helping stakeholders navigate tools such as Salesforce, CPS, and Panorama.

Reporting Relationships

As our Client Manager Associate, Select Market, you will report to the appropriate Client Management Leader within the Select Market organization.

Location

The primary location for this position is Bethlehem, Boston or NY / Hudson Yards.

Travel

Less than 10% travel is required for this position.

Salary Range

$37,980.00 - $62,392.50

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. 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 [e-mail]. 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 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.

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 https://www.guardianlife.com/careers). 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. Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools (“AI Tools") within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail]. Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Our Purpose

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.