Client Manager Associate, Premier Market - Mountain West

Guardian Life Insurance; Sacramento (CA); Remote; USD 90,000 - 130,000; Full time

Job summary

Guardian Life Insurance seeks a Client Manager Associate, Premier Market to manage and grow a book of business for groups with under 100 enrolled lives. You will serve as a trusted advisor to brokers, producers, and plan holders while coordinating with underwriting, service, and claims teams to optimize retention and growth.

The role emphasizes consultative selling, data-driven renewal decisions, and cross-sell opportunities using Salesforce and other CRM tools.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant work experience.
• Insurance industry experience in sales, account management, customer-facing, or client management environments.
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.
• Experience using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM/reporting systems.

Responsibilities

• Manage an assigned book of business for groups with fewer than 100 enrolled lives, focusing on client retention, profitability, and growth.
• Build and maintain strong relationships with brokers, producers, and plan holders as a trusted business partner.
• Communicate and deliver renewal recommendations, alternative plan options, and add-issue quotes to clients and broker partners.
• Review and analyze experience and utilization reports to support renewal and retention decisions.
• Collaborate with internal teams including Underwriting, Sales Support, Service, and Claims to ensure a seamless customer experience.

Skills

Relationship management

Customer service

Negotiation

Cross-sell

Communication

Education

Bachelor's degree

Tools

Salesforce

Siebel

GCRS

Phoenix

Business Objects

Job description

Position Summary At Guardian, we believe strong client relationships are the foundation of long-term success. We are 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 serve as a trusted advisor to brokers, producers, and plan holders while partnering with internal teams to deliver exceptional service, drive client retention, and identify opportunities for growth.The Client Manager Associate is responsible for supporting the profitability, persistency, and expansion of their assigned book of business. This includes managing renewals, identifying add-issue opportunities, negotiating solutions with underwriting partners, and delivering consultative recommendations that help clients meet their benefits objectives. Success in this role requires strong relationship management skills, a customer-focused mindset, analytical capabilities, and broad knowledge of group insurance products and services.You are consultative, proactive, and results-oriented, with the ability to balance service excellence with business objectives. You thrive in a collaborative environment, communicate effectively with diverse stakeholders, and are comfortable managing multiple priorities in a fast-paced setting.Strong relationship management experience with demonstrated success supporting external clients, brokers, producers, or business partners.Strong customer service, consultative, negotiation, persuasion, and influencing skills.Analytical and problem-solving abilities, including the ability to interpret experience reports, utilization trends, pricing analysis, and plan design options.Ability to build and maintain collaborative relationships across clients, brokers, sales teams, underwriting, service, and claims organizations.Strong planning, organizational, and time management skills with the ability to manage multiple priorities and adapt to changing business needs.3-5 years of insurance industry experience, including demonstrated success servicing brokers, producers, and customers.

Bachelor's degree or equivalent combination of education and relevant work experience.Insurance industry experience within a sales, account management, customer-facing, or client management environment.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 opportunities and supporting retention, renewal, and add-issue strategies.Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.Experience using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM and reporting systems.

Manage an assigned book of business for groups with fewer than 100 enrolled lives, focusing on client retention, profitability, and growth.Build and maintain strong relationships with brokers, producers, and plan holders by serving as a trusted business partner.Communicate and deliver renewal recommendations, alternative plan options, and add-issue quotes to clients and broker partners.Review and analyze experience and utilization reports to support strategic renewal and retention decisions.Utilize Salesforce reporting and other tools to evaluate book performance and uncover growth opportunities.Partner with Sales Representatives to support renewal strategies, cross-sell initiatives, and successful sales outcomes.Collaborate with internal teams including Underwriting, Sales Support, Service, and Claims to ensure a seamless customer experience.Serve as a subject matter expert on Guardian products, systems, workflows, and service capabilities.

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

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

This position is remote-based .Travel~ Occasional travel may be required based on business and client needs.

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.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 Benefits apply to full-time eligible employees. 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.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 . 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 ). 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 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 .Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.