Premier Client Relationship Manager

Guardianlife; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Guardian is recruiting a Client Manager Associate, Premier Market to manage a book of business in the 2-99 life segment. You will partner with brokers, producers, and plan holders to deliver exceptional service, drive retention, and identify growth opportunities.

The role requires relationship management, consultative sales, and strong analytical skills to assess experience reports, utilization trends, and plan design options.

Qualifications

• Strong relationship management experience supporting external clients, brokers, producers, or business partners.
• Excellent written and verbal communication skills with the ability to clearly communicate renewal strategies, plan alternatives, pricing recommendations, and coverage options.
• Strong customer service, consultative, negotiation, persuasion, and influencing skills.
• Analytical and problem-solving abilities, including the ability to interpret experience reports, utilization trends, pricing analysis, and plan design options.
• Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
• Ability to build and maintain collaborative relationships across clients, brokers, sales teams, underwriting, service, and claims organizations.
• Strong planning, organizational, and time management skills with the ability to manage multiple priorities and adapt to changing business needs.
• Demonstrated accountability, professionalism, and commitment to achieving persistency, retention, and growth goals.
• Ability to obtain required industry licensing within 90 days of hire and maintain licensing through continuing education requirements.

Responsibilities

• Manage an assigned book of business for groups with fewer than 100 enrolled lives, focusing on client retention, profitability, and growth.
• Build and maintain strong relationships with brokers, producers, and plan holders by serving as a trusted business partner.
• Communicate and deliver renewal recommendations, alternative plan options, and add-issue quotes to clients and broker partners.
• Review and analyze experience and utilization reports to support strategic renewal and retention decisions.
• Proactively identify opportunities to expand existing client relationships through additional products and coverage solutions.
• Utilize Salesforce reporting and other tools to evaluate book performance and uncover growth opportunities.
• Partner with Sales Representatives to support renewal strategies, cross-sell initiatives, and successful sales outcomes.
• Negotiate with underwriting partners to achieve favorable renewal results and rate relief opportunities.
• Develop and present alternative plan options that align with client needs and business objectives.
• Collaborate with internal teams including Underwriting, Sales Support, Service, and Claims to ensure a seamless customer experience.
• Serve as a subject matter expert on Guardian products, systems, workflows, and service capabilities.

Skills

Relationship management

Communication

Negotiation

Analytical thinking

Problem solving

Team collaboration

Time management

Education

Bachelor's degree

Tools

Salesforce

GCRS

Siebel

CPS

Phoenix

Business Objects

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Guardian is recruiting a Client Manager Associate, Premier Market to manage a book of business in the 2-99 life segment. You will partner with brokers, producers, and plan holders to deliver exceptional service, drive retention, and identify growth opportunities.

The role requires relationship management, consultative sales, and strong analytical skills to assess experience reports, utilization trends, and plan design options.