Client Manager Associate, Premier Market (Insurance) - Great Lakes Region

Guardian Life; West Virginia; Remote; USD 55,000 - 75,000; Full time

Job summary

A leading insurance provider is looking for an experienced candidate to manage a client book for groups with less than 100 members. This role involves communication with brokers and clients, relationship building, and analytical work using Salesforce. The company offers a salary range of $55,000-$75,000 with remote work flexibility and opportunities for career growth. A college degree and experience in the insurance industry are preferred.

Benefits

Career advancement opportunities

Skill-building and leadership development

Variable compensation for performance

Qualifications

• Minimum of 3 years of experience in the insurance industry, preferably in sales.
• Demonstrated ability to communicate effectively.
• Proficiency in mathematical concepts for analytical tasks.

Responsibilities

• Manage a client book of business for groups with less than 100 enrolled lives.
• Communicate renewals and alternative plan options to clients and brokers.
• Identify add-issue opportunities using Salesforce reports.

Skills

Written communication skills

Oral communication skills

Analytical abilities

Relationship development

Sales skills

Education

College degree or equivalent work experience

Tools

Salesforce

Office software applications

Job description

Employer Industry: Insurance Services

Why consider this job opportunity:

• Salary range of $55,000-$75,000
• Variable compensation for persistency and renewal targets, along with cross-sell/add-issue bonuses
• Opportunity for career advancement and growth within a supportive and inclusive work environment
• Remote work flexibility, with preference for candidates in Michigan, Kentucky, Ohio, and West Virginia
• Engage in skill-building, leadership development, and philanthropic opportunities
• Chance to work with diverse colleagues while maintaining high ethical standards

What to Expect (Job Responsibilities):

• Manage a client book of business for groups with less than 100 enrolled lives, focusing on relationship development with brokers and clients
• Communicate renewals, alternative plan options, and quotes effectively to clients and brokers
• Identify and pursue add-issue opportunities using Salesforce Reports in collaboration with Sales Representatives
• Negotiate renewal rate relief and generate plan alternative options for clients
• Serve as a subject matter expert on various insurance products and internal systems

What is Required (Qualifications):

• College degree preferred or equivalent work experience
• Minimum of 3 years of experience in the insurance industry, preferably in a sales environment
• Demonstrated written and oral communication skills
• Strong analytical abilities and proficiency in mathematical concepts
• Ability to build and maintain collaborative working relationships at all levels

How to Stand Out (Preferred Qualifications):

• Knowledge of group insurance products, contracts, and services
• Familiarity with group insurance underwriting principles and financing methodologies
• Experience using Salesforce and various office software applications

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