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Client Relationship Manager, Select Market
2 months ago
Position Overview:
The Client Management Associate for the Select Market is responsible for supporting Sales Representatives throughout the renewal process while identifying opportunities to enhance existing coverage options.
This role demands a proactive ambassador for the business, adhering to best practices at all times.
Key Responsibilities:
- Facilitate renewal rate negotiations and generate plan options for the Select Market segment.
- Actively seek out opportunities for additional coverage by collaborating with Sales Representatives and generating insightful reports.
- Maintain communication with producers and assistants regarding the status of renewals and additional coverage opportunities; engage Sales Representatives as necessary to finalize sales.
- Analyze Experience Reports with Sales Representatives for the Select Market, ensuring appropriate documentation is packaged and delivered based on authorization.
- Clearly articulate renewal rates, options, and additional coverage quotes to Producers and Assistants.
- Deliver renewal documentation to Producers, Assistants, and Planholders via email or mail.
- Serve as a Subject Matter Expert on various Guardian systems, including Salesforce, CPS, and Panorama, as well as product knowledge and workflow procedures.
Qualifications:
- Must obtain required industry licensing within 90 days of hire and maintain through Continuing Education.
- Skills:
Excellent communication and customer service skills, strong consultative and negotiation abilities, and a sales-oriented mindset. Ability to build collaborative relationships, attention to detail, and strong organizational skills are essential. Proficiency in Microsoft Access, Excel, Word, PowerPoint, Salesforce, CPS, and Panorama is required.
Knowledge:
Solid understanding of group insurance products, contracts, and services, along with underwriting principles and practices.
Experience:
3-5 years of relevant industry experience, preferably in a sales environment, with a proven track record of servicing Producers, Assistants, and Customers.
Work Arrangement:
This position offers a hybrid work arrangement, allowing for a combination of in-office and remote work.
Compensation:
The salary range is a good faith estimate based on the primary location of the position, with final compensation determined by the candidate's education, experience, knowledge, and abilities. Additional incentive compensation may also be available.
Equal Employment Opportunity:
Guardian is an equal opportunity employer, welcoming all qualified applicants 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.
Accommodations:
Guardian is committed to providing equal opportunity and reasonable accommodations for individuals with disabilities in employment and its services. If accommodations are needed during the application or interview process, please reach out for assistance.
