Client Manager Associate, Select Market - Chicago, IL

Guardian Life; Chicago (IL); Hybrid; USD 37,000 - 62,000; Full time

Job summary

In this role as a Client Manager Associate, you will play a crucial part in assisting Sales Representatives with renewals and identifying opportunities for additional coverage within the Select Market segment at Guardian Life. Your expertise in customer relations and negotiation will help drive client satisfaction and retention, while collaborating closely with Sales Consultants. The position demands strong analytical and organizational skills alongside relevant industry experience.

Qualifications

• 3-5 years industry experience preferably in a sales environment.
• Demonstrated success in servicing Producer/Assistants/Customers.
• Solid knowledge of group insurance, products, contracts, and services.

Responsibilities

• Assist Sales Representatives in the renewal process and recognize opportunities for additional lines of coverage.
• Generate plan options and quotes for renewal processes.
• Deliver renewals and serve as Subject Matter Expert on Guardian's systems.

Skills

Excellent communication skills

Excellent customer service soft skills

Strong consultative skills

Negotiation skills

Planning and organizational skills

Analytical skills

Goal oriented

Education

BA or BS Degree preferred

Tools

Salesforce

Microsoft Access

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Client Manager Associate, Select Market - Chicago, IL

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Client Manager Associate, Select Market - Chicago, IL

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Client Manager Associate, Select Market

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 use best practices at all times.

Client Manager Associate, Select Market

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 use best practices at all times.

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 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.
  
  

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 industry experience preferably in a sales environment
• Demonstrated success in servicing Producer/Assistants/Customers
  
  

Location and Work Arrangement:

• The preferred location for this position is Guardian's Chicago, IL Office.
• The work arrangement will be hybrid (partial in-office presence; partial work from home).
• Occasional travel within the territory required.
  
  

Salary Range

$37,140 - $61,020

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].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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