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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 crucial 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 company's values and adheres to best practices consistently.

Key Responsibilities:
The Associate Client Manager is accountable for activities related to plan retention and Add Issue sales, which includes:
- Generating plan options and quotes for additional coverage lines.
- Actively seeking Add Issue opportunities and managing incoming renewal requests.

A successful candidate will exhibit exceptional customer service skills, strong negotiation abilities, comprehensive product knowledge, and a high level of operational efficiency.

Specific Duties Include:
- Delivering renewal rate relief for the Select Market segment through effective negotiations with underwriting and creating plan options.
- Proactively identifying Add Issue opportunities through reports and collaborative strategies with Sales Representatives.
- Maintaining communication with producers and assistants regarding the status of renewals and Add Issues; engaging Sales Representatives as necessary to facilitate sales closure.

- Reviewing Experience Reports with Sales Representatives for the Select Market and delivering appropriate reports based on authorization.
- Clearly communicating renewal rates, options, and Add Issue quotes to Producers and Assistants.

- Distributing renewals to Producers, Assistants, and Planholders via email or mail for the Select Market segment.

- Serving as a Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) and their capabilities, products, and workflow procedures.

Qualifications:
Skills and Competencies:
- Excellent communication and customer service skills.
- Strong consultative, negotiation, persuasion, and influencing abilities.
- Capacity to build and maintain collaborative relationships at all levels.
- Attention to detail and strong organizational skills.
- Proficiency in mathematical and analytical skills.
- Ability to adapt to change and work independently.
- Goal-oriented with a focus on achieving Add Issue and persistency targets.

- Proficient in Microsoft Access, Excel, Word, PowerPoint, Salesforce, CPS, and Panorama.

Knowledge:
- Solid 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 industry experience, ideally in a sales environment.
- 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 the candidate's education, experience, knowledge, and abilities.

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

Accommodations:
Guardian is dedicated to ensuring access and reasonable accommodations for individuals with disabilities in employment and its services.