Client Manager Associate, Premier Market

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Oversee a designated portfolio of business for groups with fewer than 100 enrolled members.

• Cultivate and sustain relationships with brokers, producers, and plan participants.

• Provide recommendations for renewals, alternative plan choices, and quotes for additional issues.

• Evaluate experience and utilization reports to aid in renewal and retention strategies.

• Spot opportunities to enhance client relationships through supplementary products and coverage solutions.

• Utilize Salesforce reporting and other tools to assess portfolio performance and identify growth prospects.

• Collaborate with Sales Representatives on strategies for renewals, cross-selling initiatives, and sales results.

• Engage in negotiations with underwriting partners regarding renewal outcomes and rate relief options.

• Develop and present alternative plan solutions that align with client requirements and business goals.

• Work in conjunction with Underwriting, Sales Support, Service, and Claims teams.

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

• Acquire necessary industry licenses within 90 days of employment and maintain them through ongoing education.

• Report to the relevant Client Management Leader within the Premier Market division.

• Occasional travel may be necessary based on business and client demands.

⛳️ Requirements

• Extensive experience in relationship management supporting external clients, brokers, producers, or business partners.

• Exceptional written and verbal communication skills.

• Strong customer service, consultative, negotiation, persuasion, and influence skills.

• Analytical and problem-solving skills, including the ability to interpret experience reports, utilization trends, pricing analysis, and plan design options.

• Familiarity with group insurance products, contracts, services, financing methods, and underwriting principles.

• Capability to establish collaborative relationships with clients, brokers, sales teams, underwriting, service, and claims organizations.

• Strong planning, organizational, and time management skills.

• Ability to secure necessary industry licensing within 90 days of hiring and maintain licenses through ongoing education.

• 3–5 years of experience in the insurance industry (preferred).

• Bachelor's degree or an equivalent combination of education and relevant work experience (preferred).

• Understanding of ancillary group insurance products.

• Knowledge of fully insured and alternative funding arrangements and underwriting practices.

• Experience in identifying cross-sell opportunities and supporting retention, renewal, and add-issue strategies.

• Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.

• Familiarity with Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or other CRM and reporting systems.

• Legally authorized to work in the United States without current or future employer sponsorship.

🏝️ Benefits

• Opportunities for skill development.

• Leadership training programs.

• Philanthropic initiatives.

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

• Eligibility for annual, sales, or other incentive compensation.

• Benefits available for full-time eligible employees.