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About the Role

Guardian is seeking a Client Manager Associate, Premier Market to manage and grow a book of business within the 2-99 life segment. This role serves as a trusted advisor to brokers, producers, and plan holders, partnering with internal teams to deliver exceptional service, drive client retention, and identify growth opportunities. The associate supports the profitability, persistency, and expansion of their assigned book of business by managing renewals, identifying add-issue opportunities, negotiating with underwriting, and delivering consultative recommendations.

Responsibilities

Manage an assigned book of business for groups with fewer than 100 enrolled lives, focusing on client retention, profitability, and growth.
Build and maintain strong relationships with brokers, producers, and plan holders by serving as a trusted business partner.
Communicate and deliver renewal recommendations, alternative plan options, and add-issue quotes to clients and broker partners.
Review and analyze experience and utilization reports to support strategic renewal and retention decisions.
Proactively identify opportunities to expand existing client relationships through additional products and coverage solutions.
Utilize Salesforce reporting and other tools to evaluate book performance and uncover growth opportunities.
Partner with Sales Representatives to support renewal strategies, cross-sell initiatives, and successful sales outcomes.
Negotiate with underwriting partners to achieve favorable renewal results and rate relief opportunities.
Develop and present alternative plan options that align with client needs and business objectives.
Collaborate with internal teams including Underwriting, Sales Support, Service, and Claims to ensure a seamless customer experience.
Serve as a subject matter expert on Guardian products, systems, workflows, and service capabilities.
Must obtain all required industry licenses within 90 days of hire and maintain licenses through completion of continuing education requirements.

Requirements

Strong relationship management experience with demonstrated success supporting external clients, brokers, producers, or business partners.
Excellent written and verbal communication skills with the ability to clearly communicate renewal strategies, plan alternatives, pricing recommendations, and coverage options.
Strong customer service, consultative, negotiation, persuasion, and influencing skills.
Analytical and problem-solving abilities, including the ability to interpret experience reports, utilization trends, pricing analysis, and plan design options.
Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
Ability to build and maintain collaborative relationships across clients, brokers, sales teams, underwriting, service, and claims organizations.
Strong planning, organizational, and time management skills with the ability to manage multiple priorities and adapt to changing business needs.
Demonstrated accountability, professionalism, and commitment to achieving persistency, retention, and growth goals.
Ability to obtain required industry licensing within 90 days of hire and maintain licensing through continuing education requirements.
3–5 years of insurance industry experience, including demonstrated success servicing brokers, producers, and customers.
Bachelor's degree or equivalent combination of education and relevant work experience.
Insurance industry experience within a sales, account management, customer-facing, or client management environment.
Knowledge of ancillary group insurance products, including dental, vision, life, accident, disability, statutory benefits, supplemental health, voluntary benefits, and leave management.
Knowledge of fully insured and alternate funding arrangements and related underwriting practices.
Experience identifying cross-sell opportunities and supporting retention, renewal, and add-issue strategies.
Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.
Experience using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM and reporting systems.
Must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Skills

Relationship management
Communication (written and verbal)
Customer service
Consultative skills
Negotiation
Persuasion
Influencing
Analytical skills
Problem-solving
Group insurance products knowledge
Planning
Organizational skills
Time management
Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Salesforce
GCRS
Siebel
CPS
Phoenix
Business Objects

Location

Northern California
Denver, CO
Seattle, WA
Portland, OR
Salt Lake City, UT
Spokane, WA
Remote

Work Type

Remote
Full-time

Experience Level

Associate
3-5 years of insurance industry experience

Education Level

Bachelor's degree or equivalent combination of education and relevant work experience

Salary/Compensations

$50,130.00 - $82,365.00
Eligible for variable compensation based on achievement of persistency, renewal, and cross-sell/add-issue goals

Benefits

Support and flexibility to achieve professional and personal goals
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Opportunities to build communities
Contemporary, supportive, flexible, and inclusive benefits and resources
Company benefits (for full-time eligible employees)

About the Company

At Guardian, we believe strong client relationships are the foundation of long-term success.
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.
Inspire Well-Being: As 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.
Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.

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 (e.g., such as an H-1B).