Renewals & Add-Issue Specialist – Remote

The Guardian Life Insurance Company of America; Chicago (IL); Hybrid; USD 41,770 - 68,620; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a Client Manager Associate – Select Market to support Sales Representatives with renewals, add-issue opportunities, and plan options in a hybrid Chicago region role.

You will generate quotes, negotiate rates with underwriting, review experience reports, and maintain strong client and partner relationships while acting as a subject‑matter expert on Guardian systems.

Qualifications

• 3–5 years of industry experience preferably in a sales environment.
• BA or BS degree preferred or equivalent work experience.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint, Access) and CRM systems such as Salesforce.
• Knowledgeable in group insurance products, contracts, services, and underwriting principles.
• Strong consultative, negotiation, persuasion, and influencing skills with a customer-focused and sales-oriented mindset.
• Excellent verbal and written communication, analytical, and mathematical aptitude.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Goal-oriented with the ability to meet add-issue and persistence goals.
• Strong collaborative skills and ability to build relationships at all levels.

Responsibilities

• Assist Sales Representatives with renewal requests and identify add‑issue opportunities through proactive mining.
• Generate plan options, quotes, and renewal rate relief for the Select Market segment.
• Negotiate renewal rates with underwriting and present options to producers, assistants, and planholders.
• Review Experience Reports with Sales Consultants and deliver appropriate reports based on authorization.
• Follow up with producers and assistants regarding renewal/add‑issue status and coordinate with Sales Consultants to close the sale.
• Serve as subject‑matter expert on Guardian systems (Salesforce, CPS, Panorama) and related workflow procedures.
• Maintain strong customer-service engagement and consultative relationship with producers, clients, and internal partners.
• Prepare and manage documentation, reports, and data for renewal and add‑issue activities.

Skills

Sales experience

Consultative selling

Negotiation

Communication

Analytical ability

Attention to detail

Relationship building

Multitasking

Education

Bachelor's degree preferred

Tools

Excel

Word

PowerPoint

Access

Salesforce

Job description

The Guardian Life Insurance Company of America is seeking a Client Manager Associate – Select Market to support Sales Representatives with renewals, add-issue opportunities, and plan options in a hybrid Chicago region role.

You will generate quotes, negotiate rates with underwriting, review experience reports, and maintain strong client and partner relationships while acting as a subject‑matter expert on Guardian systems.