Client Manager Associate, Premier

Company:  Guardian Life
Location: Plano
Closing Date: 21/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Job DescriptionThe Client Manager Associate, Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. They will be responsible for persistency, growth and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include Underwriting, Sales Support, Service and Claims. This position will also directly work with Sales Representatives to uncover opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business!The Client Manager Associate is directly and/or indirectly accountable for activities associated with renewing plans (plan retention) and adding new lines of coverage (“add issue”) including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively evaluate their existing book of business for add issue opportunities, as well as handle incoming renewal and negotiation requests. A successful candidate must demonstrate strong customer service competence, strong consulting/negotiation skills, deep ancillary product knowledge (dental, vision, life, accident, disability, statutory, supplemental health, voluntary benefits, and leave management) with a high degree of operational effectiveness.You will:Form relationships with brokers/producers/plan holders for groups with less than 100 enrolled lives.Interpret, deliver, and clearly communicate renewals, alternative plan options, and add issue quotes to the broker/producer/client.Review experience and utilization reports with Sales Reps for groups with under 100 lives; Package and deliver appropriate reports based on group size and availability.Proactively identify add issue opportunities for groups under 100 lives by using Salesforce Reports and other strategies developed in collaboration with Sales Reps and generating quotes. Follow up with broker/producer regarding status of renewals and add issue quotes while also engaging the Sales Rep, as needed, to help close the renewal or sale.Provide renewal rate relief for groups under 100 lives through negotiations with underwriting, as well as determining and generating plan alternative options.Serve as subject matter authority on various Guardian systems, capabilities, products, and workflow procedures.You have:Excellent written and oral communication skillsExcellent customer service soft skillsVery strong mathematical competence and analytical skillsStrong consultative, negotiation, persuasion, and influencing skills with a sales orientationAbility to build and maintain collaborative working relationships at all levelsA client-focused approachPersonal accountabilityStrong planning and organizational skills with ability to multi-taskAbility to easily adapt to changeAbility to work independently and in a group settingMotivation to meet goals: meet persistency goals, renewal target goals, cross-sell goals (add issue), etc.Computer proficiency in Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc.Ability to represent Guardian in a professional mannerKnowledgeSolid knowledge of group insurance products, contracts, and services. Group insurance products include dental (PPO, DHMO, fully insured and ASO), vision, life, accident, short- and long-term disability (fully insured and ASO), statutory disability, supplemental health, voluntary benefits, and leave management (federal, state, and local).Solid knowledge of financing methodologies and strategies (fully insured and alternate funding)Solid knowledge of group insurance underwriting principles, methodologies, and practicesEducationBA or BS Degree is preferred. Will consider work experience equivalent.Experience3 to 5 years of insurance industry experience, preferably in a sales environmentDemonstrated success in servicing brokers/producers/customersLocation:Preferred location for this position is hybrid out of the Plano TX officeOther:Variable compensation for persistency and renewal target bonus and cross-sell/add-issue bonus, according to the current-year Group Sales Incentive Compensation Plan for Client Manager Associates.Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.Salary Range$43,700 - $71,785​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 PromiseAt 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-BeingAs 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.Health CareChoice of (high deductible/copay) medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefitsDental planVision planHealth care accounts – flexible spending, health reimbursement, and health savings accountsCritical illness insuranceLife and Disability InsuranceCompany-paid Life and Disability insurance plus voluntary supplemental coverageAccident insuranceRetirement and Financial401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicableComplimentary 1:1 financial guidance with a licensed Fidelity representativeTime Off and Remote WorkFlexible work arrangements (part in-person/part remote)Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavementPersonal holidays for colleagues to use in recognition of religious, cultural, or civic daysPaid parental leave and paid family and medical leave policiesEmotional Well-being and Work-LifeEmotional well-being, mental health, and work/life resources powered by Spring HealthWellness programs, including fitness program and equipment reimbursementChild, adult, and elder back-up care support through Bright HorizonsAdoption assistanceCollege planningTuition reimbursementStudent loan assistanceCommuter benefits in select metropolitan areasEquity & InclusionOpportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:Employee Resource Groups:Colleague Connection CommitteesCommunity Involvement CommitteesA culture that encourages colleagues to bring their authentic selves to workVoluntary self-IDPronunciation and phonetic spelling of namesBenefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian 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.AccommodationsGuardian 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 .Current Guardian Colleagues: Please apply through the internal Jobs Hub in WorkdayEvery day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

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