Regional Client Management Leader, West

Guardian Life Insurance; Dallas (TX); On-site; USD 49,000 - 81,000; Full time

Job summary

Guardian Life Insurance is hiring a Market Leader in Client Management for the West region. The candidate will lead a team in Plano, TX, focusing on persistency, renewal targets, and revenue growth through exceptional client experiences.

The role requires 5+ years in field sales or client management, strong leadership, and the ability to work in a matrix environment. On-site presence in Plano is expected two days per week; travel is <10%.

Qualifications

• Four-year college degree or equivalent work experience.
• 5+ years of Field Sales or Client Management experience, preferably within Group Benefits.
• Understanding of sales and service environment and activities.
• Demonstrated ability to influence leaders and build partnerships while providing thought leadership.
• Ability to operate independently while collaborating with peers for a consistent experience.
• Excellent analytical, conceptual, and communication skills.
• Must obtain industry licensing within 90 days of hire and maintain CE requirements.

Responsibilities

• Lead and develop a team of Client Manager Associates in an assigned region.
• Oversee daily activities and manage volumes to increase persistency/retention/profit.
• Drive efficient processes and a strong customer experience to support revenue growth.
• Partner with Regional Sales and Service Leadership.
• Ensure effective performance management.
• Provide business updates and align with organizational objectives.
• Work in a matrix environment, define and monitor metrics, and coach the team.
• Develop talent and ensure staffing models support goals.
• Support change communication and training needs.
• Monitor expenses to meet budget and containment goals.

Skills

Leadership

Communication

Analytical

Conceptual Thinking

Education

Four-year college degree or equivalent work experience

Job description

The Client Management, Market Leader (West), will be responsible for driving profitable growth, achieving persistency goals, and managing renewal targets within Guardian’s Select Markets. This role will report to the Head of Client Management within a particular region.

You will:

• Lead and develop a team of Client Manager Associatesin an assigned region.This includes oversight of daily activities, monitoring and management of business and transaction volumes to increase persistency/retention/profit.
• Drive consistent, efficient, and effective process and workflow activities within assigned region while maintaining a customer experience environment that directly supports driving increased revenue through great customer experience, re-enrollment, add-issues, and retention.
• Partner and work in conjunction with Regional Sales and Service Leadership.
• Ensure effective performance management.
• Engage the team by providing business updates and organization’s objectives, while maintaining an environment of trust.
• Be able to work in a matrix environment, facilitating change, defining, and monitoring metrics and effectively communicating, coaching, and executing.
• Develop and manage talent through effective development planning and performance management.Align goals, monitor performance and metrics and ensure effective staffing models are in place.
• Champion and support the team with change communication and training needs.
• Monitor and control expenses to meet assigned budget and support operational cost-containment goals. Continuously seek more efficient, less costly ways to manage the business.
• Support the general wellbeing of the broker and client relationship for the development and growth of Guardian sales and client retention.

You are:

A proven leader who inspires others and is focused on driving human achievement. You understand both sales and client management and the Group Benefits business, including products, the service model and distribution dynamics. You are an excellent communicator who can make complicated concepts easy to understand. You are action-oriented and focused on continuous improvement.You are customer focused and can drive change.

You have:

• Four-year college degree or equivalent work experience required
• 5+ years of Field Sales or Client Management experience, preferably within Group Benefits
• Understanding of sales and service environment and activities
• Demonstrated ability to influence leaders, establish and maintain collaborative partnerships and provide thought leadership
• Demonstrated ability to operate independently but collaborates with peers to drive a consistent experience
• Excellent analytical, conceptual, and communication skills
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements

Location and Work Arrangement:

• The preferred candidate will be based in the Plano, TX area and will work on-site a minimum of two days per week in Guardian’s Plano Regional Office.

Travel:

• Less than 10% travel associated with this position

Salary Range:

$49,370.00 - $81,110.00

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.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail].

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