Client Manager, Premier Market - Great Lakes

Guardian Life Insurance; United States; Remote; USD 55,000 - 90,000; Full time

Job summary

Guardian Life Insurance seeks a Client Manager, Premier Market to serve as the primary contact for ongoing service and relationship management, accountable for client satisfaction and improved experience.

You will manage planholder accounts for Premier brokers (2-999 lives), build strong client and broker relationships, and collaborate with sales to drive growth, persistency, and profitability while delivering tailored benefit solutions.

Qualifications

• BA or BS degree preferred or equivalent work experience.
• Minimum of 3 years of group insurance experience servicing accounts and/or account management.
• Strong customer service acumen.
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
• Ability to operate in a virtual environment and effectively build rapport virtually.
• Ability to adapt to changes in a fast paced and dynamic environment.
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
• Consultative Selling Skills and the ability to influence and persuade.
• Virtual communication, presentation, consultative selling, and relationship building skills.
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
• Ability to collaborate across internal teams including collaborative selling.
• Strategic and critical thinking and basic math skills.
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
• Ability to exercise sound judgment and deal with conflict.
• Ability to exude confidence and demonstrate optimism and positive attitude.
• Advanced organizational and time management skills.
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements

Responsibilities

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
• Build strong relationships with clients and brokers/consultants through in-market presence
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs
• Balance the needs of the client with those of the business
• Achieve yearly financial growth & persistency goals

Skills

Client management

Relationship building

Consultative selling

Data analysis

Microsoft Office

Virtual collaboration

Team player

Industry knowledge

Education

Bachelor's degree preferred

Tools

Salesforce

Tableau

Concur

PowerPoint

Word

Outlook

Teams

Job description

Guardian is seeking a Client Manager, Premier Market who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.

You will:

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
• Build strong relationships with clients and brokers/consultants through in-market presence
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs
• Balance the needs of the client with those of the business
• Achieve yearly financial growth & persistency goals

You have:

• BA or BS degree preferred or equivalent work experience
• Minimum of 3 years of group insurance experience servicing accounts and/or account management
• Strong customer service acumen
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
• Ability to operate in a virtual environment and effectively build rapport virtually
• Ability to adapt to changes in a fast paced and dynamic environment
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
• Consultative Selling Skills and the ability to influence and persuade
• Virtual communication, presentation, consultative selling, and relationship building skills
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation
• Ability to collaborate across internal teams including collaborative selling
• Strategic and critical thinking and basic math skills
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base
• Ability to exercise sound judgment and deal with conflict
• Ability to exude confidence and demonstrate optimism and positive attitude
• Advanced organizational and time management skills
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements

Location, Work Arrangement, and Travel:

• The Client Manager, Premier Market must be based in the assigned territory (Ohio or Michigan).
• The work arrangement will be remote (work from home).
• Regular travel in the territory will be required.

Salary Range:

$54,690.00 - $89,850.00

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.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.