Client Manager Associate

This is a fully remote position, open to applicants in New York, +2 more states.

📋 Description

• Assist in the retention and expansion of Guardian’s group insurance sector.

• Collaborate with Sales Consultants, underwriting teams, producers, and internal stakeholders to provide renewal solutions.

• Discover additional coverage opportunities while delivering exceptional service throughout the client lifecycle.

• Formulate renewal strategies, negotiate rate relief, and offer plan options in alignment with client retention objectives.

• Enhance existing client relationships by producing add-issue quotes and suggesting additional coverage solutions.

• Evaluate and analyze experience reports and renewal data, offering recommendations and communications to producers and plan administrators.

• Oversee the delivery of renewal packages, rate details, and coverage options to producers, assistants, and planholders.

• Act as a subject matter expert on Guardian products, systems, processes, and workflows.

• Report to the designated Client Management Leader within the Select Market organization.

⛳️ Requirements

• 3–5 years of applicable professional experience.

• Excellent written and verbal communication abilities.

• Background in supporting customers, clients, producers, or sales organizations.

• Skills in consultation, negotiation, influence, and relationship management.

• Strong analytical, organizational, and problem-solving capabilities.

• Capacity to juggle multiple priorities while achieving deadlines and performance targets.

• Proficient in Microsoft Excel, Word, and PowerPoint.

• Must be legally authorized to work in the United States without current or future employer sponsorship.

• Bachelor's degree is preferred.

• Experience in group insurance, employee benefits, or financial services is favored.

• Familiarity with group insurance products, underwriting principles, and contract administration is preferred.

• Experience with Salesforce, CPS, Panorama, Microsoft Access, or similar client management systems is preferred.

• Background in supporting sales, account management, or client retention initiatives is preferred.

🏝️ Benefits

• Opportunities for skill development.

• Leadership training programs.

• Philanthropic engagement opportunities.

• Modern, supportive, flexible, and inclusive benefits and resources.

• Benefits available for full-time eligible employees.