Client Manager Associate, Premier Market

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $45.6k - $74.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤝 Client Partner

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Guardian Life

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1860

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

💰 Non Equity Assistance on 2016-08

Healthcare • Consulting • Food & Beverage

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• Manage a client book of business in the 2–99 life space • Drive persistency, growth, and profitability through relationship development with clients, brokers, and internal partners • Work with Underwriting, Sales Support, Service, and Claims • Work directly with Sales Representatives to identify opportunities for additional coverage lines • Support plan renewals and add-issue opportunities • Generate plan options and quotes for additional coverage lines • Evaluate the existing book of business for add-issue opportunities • Handle incoming renewal and negotiation requests • Build relationships with brokers, producers, and plan holders for groups with fewer than 100 enrolled lives • Communicate renewals, alternative plan options, and add-issue quotes • Review experience and utilization reports with Sales Representatives and package appropriate reports • Use Salesforce Reports and other strategies to identify add-issue opportunities and generate quotes • Follow up with brokers/producers on renewals and add-issue quotes and engage Sales Representatives as needed • Negotiate renewal rate relief with Underwriting and generate plan alternatives • Serve as a subject matter expert on Guardian systems, capabilities, products, and workflow procedures • Work remotely from home with less than 10% travel

🎯 Requirements

• Excellent written and oral communication skills • Excellent customer service soft skills • Very strong mathematical aptitude and analytical skills • Strong consultative, negotiation, persuasion, and influencing skills with a sales orientation • Ability to build and maintain collaborative working relationships at all levels • Client-focused approach • Personal accountability • Strong planning and organizational skills with ability to multi-task • Ability to easily adapt to change • Ability to work independently and in a group setting • Motivation to meet persistency, renewal target, and cross-sell goals • Computer proficiency in Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc. • Ability to represent Guardian in a professional manner • Must be based in Syracuse, NY or Albany, NY • Solid knowledge of group insurance products, contracts, and services • Solid knowledge of financing methodologies and strategies • Solid knowledge of group insurance underwriting principles, methodologies, and practices • 3 to 5 years of insurance industry experience, preferably in a sales environment • Demonstrated success in servicing brokers/producers/customers • Must achieve required industry licensing within 90 days of hire and maintain the license through Continuing Education requirements • Must be legally authorized to work in the United States without current or future employer sponsorship

🏖️ Benefits

• Variable compensation for persistency and renewal target bonus • Cross-sell/add-issue bonus • Skill-building opportunities • Leadership development opportunities • Philanthropic opportunities • Support and flexibility to achieve professional and personal goals • Contemporary, supportive, flexible, and inclusive benefits and resources for full-time eligible employees