Premier Market Client Manager: Growth & Retention Partner

Guardian Life Insurance; Oregon; Hybrid; USD 46,000 - 75,000; Full time

Job summary

Guardian Life Insurance is seeking a Client Manager Associate, Premier Market in the Dallas/Fort Worth area to manage a book of business for groups under 100 enrolled lives. You will drive retention, profitability, and growth through relationship management and consultative problem solving.

You will partner with brokers, producers and internal teams to deliver renewing recommendations, add-issue opportunities and plan alternatives, while leading renewal negotiations and cross-sell initiatives to

Qualifications

• Relationship management experience providing consultation and service to external partners and clients.
• Strong written and verbal communication skills to explain renewals, plan options, pricing and recommendations.
• Customer service, consultative, negotiation, persuasion and influencing skills.
• Strong mathematical aptitude and analytical skills to evaluate experience, utilization, pricing and plan design options.
• Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
• Ability to build and maintain collaborative relationships with clients, brokers, sales partners, underwriting, service and claims teams.

Responsibilities

• Manage a dedicated book of business for groups with fewer than 100 enrolled lives, focusing on retention, growth and profitability.
• Build and maintain strong relationships with brokers, producers and plan holders as a trusted business partner.
• Interpret and deliver renewal recommendations, alternative plan options and add-issue opportunities to brokers, producers and clients.
• Review experience and utilization reports to support retention strategies and growth opportunities.
• Evaluate book of business to identify additional coverage opportunities and generate add-issue quotes.
• Utilize Salesforce and other tools to monitor renewal activity and identify opportunities.
• Partner with Sales Representatives to support renewal and add-issue strategies and outcomes.
• Negotiate with underwriting partners to achieve competitive renewal outcomes and rate relief opportunities.
• Develop and present plan alternatives balancing client needs with business objectives.
• Collaborate with Underwriting, Sales Support, Service and Claims to deliver a seamless client experience.

Skills

Relationship management

Communication skills

Customer service

Analytical skills

Cross-functional collaboration

Sales oriented

Negotiation

Organization

Education

Bachelor's degree

Tools

Salesforce

GCRS

Siebel

CPS

Phoenix

Business Objects

Job description

Guardian Life Insurance is seeking a Client Manager Associate, Premier Market in the Dallas/Fort Worth area to manage a book of business for groups under 100 enrolled lives. You will drive retention, profitability, and growth through relationship management and consultative problem solving.

You will partner with brokers, producers and internal teams to deliver renewing recommendations, add-issue opportunities and plan alternatives, while leading renewal negotiations and cross-sell initiatives to