Client Manager Associate, Select Market — Remote

Guardian Life; Town of Bethlehem, New York, Boston (NY, NY, MA); Hybrid; USD 38,000 - 62,000; Full time

Job summary

Guardian Life is seeking a Client Manager Associate, Select Market to support renewal negotiations, expanse opportunities, and client retention across group insurance products. You will collaborate with underwriting, sales, and internal partners to deliver renewal solutions and improve client outcomes.

The role involves partnering with producers and plan administrators, navigating Salesforce, CPS, and Panorama, and serving as a trusted product expert.

Qualifications

• 3-5 years of relevant professional experience.
• Strong written and verbal communication skills with the ability to explain complex information clearly and effectively.
• 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.

Responsibilities

• 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.

Skills

Communication skills

Relationship management

Analytical thinking

Multitasking

Microsoft Office

Client support

Education

Bachelor's degree

Tools

Salesforce

CPS

Panorama

Microsoft Access

Job description

Guardian Life is seeking a Client Manager Associate, Select Market to support renewal negotiations, expanse opportunities, and client retention across group insurance products. You will collaborate with underwriting, sales, and internal partners to deliver renewal solutions and improve client outcomes.

The role involves partnering with producers and plan administrators, navigating Salesforce, CPS, and Panorama, and serving as a trusted product expert.