Client Manager Associate, Select Market (South)

Guardian Life is a leading insurance company, and they are seeking a Client Manager Associate for the Select Market. The role involves assisting Sales Representatives in the renewal process and identifying opportunities to add additional lines of coverage to existing business while maintaining strong relationships with clients and producers.

Responsibilities:

• Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options
• Proactively identify Add Issue opportunities for the Select Market segment by generating reports and other strategies developed in collaboration with Sales Consultants. Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Consultants as needed to help close the sale
• Review Experience Reports with Sales Consultants for the Select Market segment; Package/deliver appropriate reports based on Sales Consultant’s authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant
• Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select Market segment
• Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures

Requirements:

• Proven ability to build and maintain strong relationships with producers, clients, and internal partners
• Strong consultative, negotiation, persuasion, and influencing skills with a customer-focused and sales-oriented mindset
• Skilled at reviewing, interpreting, and communicating renewal rates, plan options, and coverage recommendations
• Knowledgeable in group insurance products, contracts, services, and underwriting principles
• Demonstrated success identifying growth opportunities and supporting retention initiatives within an existing book of business
• Excellent verbal and written communication skills with the ability to explain complex information clearly and professionally
• Strong analytical and mathematical aptitude with the ability to interpret data and make informed recommendations
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously
• Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Access, along with CRM and insurance administration systems such as Salesforce
• 3-5 years industry experience preferably in a sales environment
• Demonstrated success in servicing Producer/Assistants/Customers
• Excellent communication skills
• Strong consultative, negotiation, persuasion and influencing skills – sales orientation
• Ability to build and maintain collaborative working relationships at all levels
• Strong attention to detail; planning and organizational skills
• Strong mathematical aptitude/analytical skills
• Goal Oriented – meets Add Issue/persistency goals, etc
• Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
• Ability to represent Guardian in a professional manner
• Solid knowledge of group insurance, products, contracts, and services
• Knowledge of underwriting principles and practices
• BA or BS Degree preferred or equivalent work experience