Client Manager Associate, Premier

Guardianlife; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Guardianlife is seeking a Client Manager Associate, Premier Market to manage and grow a book of business within the 2-99 life segment. You will support retention, profitability, and growth through relationship management, consultative problem solving, and strategic partnership with brokers, producers, and key internal teams.

You will drive successful renewals, identify opportunities for additional lines of coverage, and deliver an exceptional client experience, partnering with brokers, clients,

Qualifications

• Relationship management experience 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.

Responsibilities

• 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.

Skills

Relationship management

Communication

Customer service

Analytical skills

Licensing knowledge

Education

Bachelor's degree

Tools

Salesforce

Siebel

GCRS

CPS

Phoenix

Business Objects

Job description

Position Summary

Are 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

A 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

Required Qualifications

• 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 Lead