Growth & Renewals Specialist, Small-Group Benefits

Guardian Life Insurance

Chicago (IL)

Hybrid

USD 50,000 - 82,000

Full time

14 days+
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Job summary

Guardian Life Insurance’s Group Benefits Client Management team is seeking a Client Manager Associate to oversee a client book of 2-99 lives, driving persistency, growth, and profitability through broker and client partnerships.

The role requires strong communication, negotiation, and analytical skills with deep product knowledge across dental, vision, life, disability, and leave management. Hybrid work arrangements are supported in Chicago or Indianapolis.

Qualifications

  • BA or BS Degree is preferred. Will consider work experience equivalent.
  • 3 to 5 years of insurance industry experience, preferably in a sales environment.
  • Demonstrated success in servicing brokers/producers/customers.

Responsibilities

  • Build relationships with brokers/producers/plan holders for groups with less than 100 enrolled lives.
  • Interpret, deliver, and clearly communicate renewals, alternative plan options, and add issue quotes to the broker/producer/client.
  • Review experience and utilization reports with Sales Reps for groups with under 100 lives; Package and deliver appropriate reports based on group size and availability.
  • Proactively identify add issue opportunities for groups under 100 lives by utilizing Salesforce Reports and other strategies developed in collaboration with Sales Reps and generating quotes.
  • Provide renewal rate relief for groups under 100 lives through negotiations with underwriting, as well as determining and generating plan alternative options.
  • Serve as subject matter expert on various Guardian systems, capabilities, products, and workflow procedures.

Skills

Excellent communication
Customer service
Mathematical aptitude
Consultative selling
Relationship building
Client focus
Accountability
Planning & organization
Adaptability
Independent work
Goal motivation
Software proficiency

Education

BA or BS Degree

Tools

Outlook
Skype
Excel
Word
PowerPoint
Salesforce
GCRS
Siebel
CPS
Phoenix
Business Objects

Job description

Guardian Life Insurance’s Group Benefits Client Management team is seeking a Client Manager Associate to oversee a client book of 2-99 lives, driving persistency, growth, and profitability through broker and client partnerships.

The role requires strong communication, negotiation, and analytical skills with deep product knowledge across dental, vision, life, disability, and leave management. Hybrid work arrangements are supported in Chicago or Indianapolis.

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