Client Manager Associate, Select Market – Central

Jobtailor; Illinois; On-site; USD 65,000 - 90,000; Full time

Job summary

Guardian is seeking a results-driven professional to manage renewal rate relief for the Select Market segment. You will negotiate with underwriters, develop plan options, and proactively identify Add Issue opportunities with Sales Consultants.

You will service Producers/Assistants/Customers, interpret Experience Reports, and deliver communications and quotes clearly. Proficiency with Guardian systems and Microsoft Office is required.

Qualifications

• 3-5 years of industry experience in a sales environment
• BA or BS degree preferred or equivalent work experience
• Demonstrated success in servicing Producers/Assistants/Customers
• Excellent communication skills
• Strong consultative, negotiation, persuasion and influencing skills – sales orientation
• Ability to build and maintain collaborative relationships at all levels
• Strong attention to detail; planning and organizational skills
• Strong mathematical aptitude/analytical skills
• Experience with Microsoft Office Suite, Salesforce, CPS, Panorama

Responsibilities

• Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
• Proactively identify Add Issue opportunities for the Select Market segment by generating reports and strategies with Sales Consultants.
• Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Consultants to help close the sale.
• Review Experience Reports with Sales Consultants and deliver appropriate reports; communicate renewal rates and add issue quotes clearly to Producers/Assistants.
• Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select Market segment.
• Serve as Subject Matter Expert on Guardian systems (Salesforce, CPS, Panorama) and related workflows.

Skills

Excellent communication skills

Strong negotiation skills

Sales orientation

Relationship building

Attention to detail

Analytical skills

Cross-functional collaboration

Education

BA/BS degree or equivalent

Tools

Salesforce

CPS

Panorama

Microsoft Access

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
Proactively identify Add Issue opportunities for the Select Market segment by generating reports and other strategies developed in collaboration with Sales Consultants.
Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Consultants as needed to help close the sale.
Review Experience Reports with Sales Consultants for the Select Market segment; Package/deliver appropriate reports based on Sales Consultant’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 Select Market segment.
Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.

Requirements

• 3-5 years industry experience preferably in a sales environment
• BA or BS Degree preferred or equivalent work experience
• Demonstrated success in servicing Producer/Assistants/Customers
• Excellent communication 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
• Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
• Ability to represent Guardian in a professional manner
• Solid knowledge of group insurance, products, contracts, and services
• Knowledge of underwriting principles and practices

Core Competencies

Demonstrates expertise in group insurance products and underwriting principles, with strong negotiation and communication skills to effectively service Producers and Assistants. Proficient in utilizing various Guardian systems and Microsoft Office tools to analyze data and generate reports for the Select Market segment.

Highest-signal resume keywords

• Group Insurance Knowledge
• Negotiation Skills
• Salesforce Proficiency
• Analytical Skills
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Group Insurance
• Underwriting Principles
• Analytical Skills
• Negotiation Skills
• Sales Orientation
• Mathematical Aptitude
• Report Generation
• Plan Options Development
• Experience Reports Review
• Collaborative Strategies

Soft Skills

• Excellent Communication
• Attention to Detail
• Organizational Skills
• Relationship Building
• Persuasion Skills

Industry Keywords

• Select Market Segment
• Renewal Rate Relief
• Producer/Assistant Servicing
• Add Issue Opportunities
• Sales Consultants
• Workflow Procedures

Tools & Technologies

• Salesforce
• CPS
• Panorama
• Microsoft Access
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint