Client Manager Associate, Premier

Guardian Life Insurance; Oregon; Hybrid; USD 46,000 - 75,000; Full time

Job summary

Guardian Life Insurance is seeking a Client Manager Associate, Premier Market in the Dallas/Fort Worth area to manage a book of business for groups under 100 enrolled lives. You will drive retention, profitability, and growth through relationship management and consultative problem solving.

You will partner with brokers, producers and internal teams to deliver renewing recommendations, add-issue opportunities and plan alternatives, while leading renewal negotiations and cross-sell initiatives to

Qualifications

• Relationship management experience providing consultation and service to external partners and clients.
• Strong written and verbal communication skills to explain renewals, plan options, pricing and recommendations.
• Customer service, consultative, negotiation, persuasion and influencing skills.
• Strong mathematical aptitude and analytical skills to evaluate experience, utilization, pricing and plan design options.
• Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
• Ability to build and maintain collaborative relationships with clients, brokers, sales partners, underwriting, service and claims teams.

Responsibilities

• Manage a dedicated book of business for groups with fewer than 100 enrolled lives, focusing on retention, growth and profitability.
• Build and maintain strong relationships with brokers, producers and plan holders as a trusted business partner.
• Interpret and deliver renewal recommendations, alternative plan options and add-issue opportunities to brokers, producers and clients.
• Review experience and utilization reports to support retention strategies and growth opportunities.
• Evaluate book of business to identify additional coverage opportunities and generate add-issue quotes.
• Utilize Salesforce and other tools to monitor renewal activity and identify opportunities.
• Partner with Sales Representatives to support renewal and add-issue strategies and outcomes.
• Negotiate with underwriting partners to achieve competitive renewal outcomes and rate relief opportunities.
• Develop and present plan alternatives balancing client needs with business objectives.
• Collaborate with Underwriting, Sales Support, Service and Claims to deliver a seamless client experience.

Skills

Relationship management

Communication skills

Customer service

Analytical skills

Cross-functional collaboration

Sales oriented

Negotiation

Organization

Education

Bachelor's degree

Tools

Salesforce

GCRS

Siebel

CPS

Phoenix

Business Objects

Job description

Position SummaryAre you passionate about building strong client relationships and helping businesses maximize the value of their employee benefits programs? Do you enjoy partnering with brokers, clients, and internal stakeholders to drive retention, growth, and customer satisfaction?Guardian is seeking a Client Manager Associate, Premier Market to manage and grow a book of business within the 2-99 life segment. In this role, you will be responsible for supporting client retention, profitability, and growth through relationship management, consultative problem solving, and strategic partnership with brokers, producers, and key internal teams. You will play a critical role in driving successful renewals, identifying opportunities for additional lines of coverage, and delivering an exceptional client experience.

You Are

You AreA relationship-oriented professional who thrives on delivering value to clients and business partners. You are proactive, customer-focused, and skilled at balancing sales, retention solutions, client escalated needs, and operational excellence. You enjoy collaborating with cross-functional teams, analyzing client needs, and identifying opportunities to strengthen existing relationships while driving business growth.

You Have

• * Relationship management experience, including demonstrated success providing consultation and service to external partners and clients.*
• * Strong written and verbal communication skills, with the ability to clearly communicate renewals, plan alternatives, pricing strategies, and recommendations.*
• * Strong customer service, consultative, negotiation, persuasion, and influencing skills.*
• * Strong mathematical aptitude and analytical skills, including the ability to evaluate experience, utilization, pricing, and plan design options.*
• * Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.*
• * Ability to build and maintain collaborative relationships with clients, brokers, sales partners, underwriting, service, and claims teams.*
• * Strong organizational and planning skills, with the ability to manage multiple priorities, adapt to changing business needs, and work independently.*
• * Demonstrated accountability, client focus, and motivation to achieve persistency, retention, and growth objectives.*
• * Ability to obtain required industry licensing within 90 days of hire and maintain licensing requirements through continuing education.*

Preferred Qualifications

• * Bachelor's degree or equivalent combination of education and relevant work experience.*
• * Experience within the insurance industry in a sales, account management, client management, or customer-facing role.*
• * Knowledge of ancillary group insurance products, including dental, vision, life, accident, disability, statutory benefits, supplemental health, voluntary benefits, and leave management.*
• * Experience identifying cross-sell and up-sell opportunities while supporting retention strategies.*
• * Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.*
• * Experience using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM and reporting platforms.*

You Will

• * Manage a dedicated book of business for groups with fewer than 100 enrolled lives, focusing on client retention, growth, and profitability.*
• * Build and maintain strong relationships with brokers, producers, and plan holders, serving as a trusted business partner.*
• * Interpret, communicate, and deliver renewal recommendations, alternative plan options, and add-issue opportunities to brokers, producers, and clients.*
• * Review experience and utilization reports to support retention strategies and identify growth opportunities.*
• * Proactively evaluate your book of business to identify additional coverage opportunities and generate add-issue quotes.*
• * Utilize Salesforce reporting and other tools to identify opportunities and monitor renewal activity.*
• * Partner closely with Sales Representatives to support renewal and add-issue strategies and help drive successful outcomes.*
• * Negotiate with underwriting partners to achieve competitive renewal outcomes and rate relief opportunities.*
• * Develop and present plan alternatives that effectively balance client needs with business objectives.*
• * Partner with internal teams including Underwriting, Sales Support, Service, and Claims to deliver a seamless client experience.*
• * Serve as a subject matter expert on Guardian products, systems, processes, and workflow procedures.*
• * Must obtain all required industry licenses within 90 days of hire and maintain licenses through ongoing continuing education requirements.*

Compensation and Incentives

• * Eligible for variable compensation based on achievement of renewal, persistency, and cross-sell/add-issue goals in accordance with the annual Group Sales Incentive Compensation Plan for Client Manager Associates.*

Reporting Relationships

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

Location

• * The preferred location for this position is the Dallas/Fort Worth, Texas area .

Travel

• * Minimal travel may be required based on business needs.

Salary Range: $45,570.00 - $74,865.00The 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 PromiseAt 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-BeingAs 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 your company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment OpportunityGuardian 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.

AccommodationsGuardian 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 . 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 SponsorshipGuardian 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 RecruitmentAs 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. 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 or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to , 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 .Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here .Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.