Client Manager Associate, Select Market (Northeast)

Guardian Life Insurance; Oregon; Hybrid; USD 38.000 - 62.000; Vollzeit

Zusammenfassung

Guardian Life Insurance is seeking a Client Manager Associate, Select Market to support the retention and growth of our group insurance business. You will partner with Sales Consultants, underwriting, producers, and internal stakeholders to deliver renewal solutions, identify additional coverage opportunities, and provide exceptional service throughout the client lifecycle.

This role offers the chance to develop deep expertise in group benefits products while contributing directly to customer

Qualifikationen

• 3-5 years of relevant professional experience.
• Strong written and verbal communication to explain complex information clearly.
• Experience supporting customers, clients, producers, or sales organizations.
• Consultative, negotiation, influencing, and relationship management skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities while meeting deadlines and performance goals.
• Proficiency with Microsoft Excel, Word, and PowerPoint.

Aufgaben

• Partner with underwriting and sales teams to develop renewal strategies, negotiate rate relief, and provide plan options that support client retention goals.
• Proactively identify opportunities to expand existing client relationships by generating add‑issue quotes and recommending additional coverage solutions.
• Review and analyze experience reports and renewal data, providing clear recommendations and communications to producers and plan administrators.
• Manage the delivery of renewal packages, rate information, and coverage options to producers, assistants, and planholders in a timely manner.
• Serve as a subject matter expert on Guardian products, systems, processes, and workflows, helping stakeholders navigate tools such as Salesforce, CPS, and Panorama.

Kenntnisse

Relationship building

Communication

Analytical skills

Problem solving

Organizational skills

Ausbildung

3-5 years of relevant professional experience

Tools

Salesforce

CPS

Panorama

Microsoft Access

Jobbeschreibung

Guardian Life Insurance is seeking a Client Manager Associate, Select Market to support the retention and growth of our group insurance business. You will partner with Sales Consultants, underwriting, producers, and internal stakeholders to deliver renewal solutions, identify additional coverage opportunities, and provide exceptional service throughout the client lifecycle.

This role offers the chance to develop deep expertise in group benefits products while contributing directly to customer