Client Manager Associate, Select Market

The Guardian Life Insurance Company of America; United States; Hybrid; USD 38,000 - 62,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a Client Manager Associate for the Select Market to support Sales Representatives in renewals and identify Add Issue opportunities. This role emphasizes exceptional service, negotiation skills, and strong product knowledge to drive plan retention.

Based in Plano, TX with a hybrid work arrangement, you will collaborate with producers and assistants, prepare quotes, explain renewal rates, and deliver materials.

Qualifications

• BA or BS degree preferred.
• 3-5 years of industry experience preferred.
• Strong customer service and sales orientation.

Responsibilities

• Provide renewal rate relief for the Select Market through negotiations with underwriting and option proposals.
• Identify Add Issue opportunities for small market by generating reports with Sales Representatives.
• Follow up with producers and assistants regarding Renewal/Add Issue status to help close sales.
• Review Experience Reports with Sales Representatives; deliver reports with authorization.
• Explain renewal rates, options, and add issue quotes to the Producer/Assistant.
• Deliver renewals to the Producer/Assistant/Planholder via email or mail.

Skills

Excellent communication

Customer service

Consultative selling

Collaborative relationships

Attention to detail

Planning

Analytical skills

Adaptability

Independent work

Goal oriented

MS Office & Salesforce

Insurance knowledge

Underwriting knowledge

Education

BA/BS degree preferred

Tools

Microsoft Access

Excel

Word

PowerPoint

Salesforce

CPS

Panorama

Job description

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, and a deep product knowledge with a high degree of operational effectiveness.

You Will:

• Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
• Proactively identify Add Issue opportunities for the small market segment by generating reports and other strategies developed in collaboration with Sales Representatives.
• Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Representatives as needed to help close the sale.
• Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representative's authorization;
• Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant.
• Deliver renewals to the Producer/Assistant/Planholder via email or mail for the small market segment.
• Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.

You Have:

• Competencies/Skills: Excellent communication skills
• Excellent customer service soft skills
• Strong consultative, negotiation, persuasion and influencing skills - sales orientation
• Ability to build and maintain collaborative working relationships at all levels
• Strong attention to detail
• Planning and organizational skills
• Strong mathematical aptitude/analytical skills
• Ability to adapt to change
• Ability to work independently
• Goal Oriented - meets Add Issue/persistency goals, etc.
• Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
• Ability to represent Guardian in a professional manner
• Knowledge: Solid knowledge of group insurance, products, contracts, and services
• Knowledge of underwriting principles and practices
• Education: BA or BS Degree preferred
• Experience: 3-5 years of industry experience preferred
• Demonstrated success in servicing Producer/Assistants/Customers

Location, Travel, and Work Arrangement:

The position will be based in Guardian's Plano, TX Office. The work arrangement will be hybrid. Travel is minimal (less than 10%).

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 or would like to request a reasonable accommodation, 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.

Current Guardian Colleagues:

Please apply through the internal Jobs Hub in Workday.

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 Guardian. Learn more about Guardian at guardianlife.com.