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About the Role

The Client Manager Associate, Premier Market is responsible for managing a client book of business in the 2-99 life space, focusing on persistency, growth, and profitability through relationship development with clients, brokers, and internal partners. This role involves working with Sales Representatives to identify opportunities for additional coverage and acting as an ambassador for the business by using best practices.

Responsibilities

Manage a client book of business in the 2-99 life space.
Develop relationships with clients, brokers, and internal partners (Underwriting, Sales Support, Service, Claims).
Work with Sales Representatives to uncover opportunities for additional lines of coverage.
Act as a business ambassador and utilize best practices.
Accountable for activities associated with renewing plans and adding new lines of coverage.
Generate plan options and quotes for additional lines of coverage.
Proactively evaluate existing business for add issue opportunities.
Handle incoming renewal and negotiation requests.
Build relationships with brokers/producers/plan holders for groups with less than 100 enrolled lives.
Interpret, deliver, and communicate renewals, alternative plan options, and add issue quotes.
Review experience and utilization reports with Sales Reps for groups under 100 lives.
Package and deliver appropriate reports based on group size and availability.
Proactively identify add issue opportunities for groups under 100 lives using Salesforce Reports and other strategies.
Follow up with brokers/producers on renewal and add issue quote status.
Engage Sales Reps to help close renewals or sales.
Provide renewal rate relief for groups under 100 lives through negotiations with underwriting.
Determine and generate plan alternative options.
Serve as a subject matter expert on Guardian systems, capabilities, products, and workflow procedures.

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.
A 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 goals (persistency, renewal target, cross-sell).
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 (dental, vision, life, accident, disability, statutory, supplemental health, voluntary benefits, and leave management).
Solid knowledge of financing methodologies and strategies (fully insured and alternate funding).
Solid knowledge of group insurance underwriting principles, methodologies, and practices.
Must achieve required industry licensing within 90 days of date of hire and maintain license.
Legally authorized to work in the United States without the need for employer sponsorship.

Skills

Relationship development
Consulting
Negotiation
Ancillary product knowledge
Operational effectiveness
Customer service
Salesforce Reports
Sales
Planning
Organization
Multi-tasking
Adaptability
Independent work
Teamwork
Goal-oriented
Computer proficiency

Location

Syracuse, NY
Albany, NY

Work Type

Remote
Full-time

Experience Level

3 to 5 years of insurance industry experience, preferably in a sales environment
Demonstrated success in servicing brokers/producers/customers

Education Level

BA or BS Degree is preferred
Work experience equivalent will be considered

Salary/Compensations

$45,570.00 - $74,865.00

Benefits

Support and flexibility to achieve professional and personal goals
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources
Annual, sales, or other incentive compensation may be available

About the Company

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.
Guardian's Purpose is to inspire well-being.
Guardian is committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Equal 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.
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.
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas.