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Client Relationship Manager, Select Market

2 months ago

Plano, Texas, United States Guardian Life Insurance Company Full time

Position Overview:
The Associate Client Manager for Select Markets will take on the vital role of supporting Sales Representatives throughout the renewal process while identifying opportunities to enhance existing business with additional coverage options.

This role demands an individual who embodies the values of the organization and consistently applies best practices in all interactions.

Key Responsibilities:
The Associate Client Manager will be directly and indirectly responsible for activities related to plan retention and sales of additional coverage options. This includes:

  • Negotiating with underwriting to provide renewal rate relief for the Select Market segment.
  • Proactively seeking out opportunities for additional coverage by generating insightful reports and collaborating with Sales Representatives.
  • Maintaining communication with producers and assistants regarding the status of renewals and additional coverage opportunities, engaging Sales Representatives as necessary to facilitate sales closures.
  • Reviewing Experience Reports with Sales Representatives for the Select Market and delivering relevant reports based on authorization.
  • Effectively communicating renewal rates, options, and additional coverage quotes to Producers and Assistants.
  • Delivering renewal information to Producers, Assistants, and Planholders via appropriate channels.
  • Acting as a Subject Matter Expert on various Guardian systems, including Salesforce, CPS, and Panorama.

Qualifications:
Skills and Competencies:
• Exceptional communication abilities
• Strong customer service orientation
• Proficient in consultative selling, negotiation, and persuasion
• Capacity to foster collaborative relationships across all organizational levels
• Keen attention to detail and strong organizational skills
• Analytical mindset with strong mathematical skills
• Adaptability to change and ability to work independently
• Goal-oriented with a focus on achieving persistency and additional coverage targets

Technical Proficiency:
• Proficient in Microsoft Access, Excel, Word, PowerPoint, Salesforce, CPS, and Panorama
• Professional representation of Guardian in all interactions

Knowledge Requirements:
• Comprehensive understanding of group insurance products, contracts, and services
• Familiarity with underwriting principles and practices

Education and Experience:
• BA or BS Degree preferred
• 3-5 years of relevant industry experience, ideally in a sales context
• Proven success in 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 for this position is reflective of a good faith estimate based on the primary location. The final salary will be determined by the candidate's education, experience, knowledge, and abilities. Additional compensation may include annual or sales incentives.

Equal Employment Opportunity:
Guardian is committed to providing equal employment opportunities to all qualified applicants without regard to any protected characteristics.

Accommodations:
Guardian is dedicated to ensuring access and equal opportunity for individuals with disabilities in all employment-related activities.