Client Manager Associate, Premier Market

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

📋 Description

• Oversee a portfolio of clients within the 2–99 life insurance sector.

• Enhance persistency, growth, and profitability by fostering relationships with clients, brokers, and internal collaborators.

• Collaborate with Underwriting, Sales Support, Service, Claims, and Sales Representatives.

• Develop connections with brokers, producers, and plan holders for groups with fewer than 100 enrolled lives.

• Analyze and convey information regarding renewals, alternative plan options, and add-issue quotes.

• Examine experience and utilization reports alongside Sales Representatives and compile relevant reports.

• Identify add-issue opportunities utilizing Salesforce reports and various strategies.

• Follow up with brokers/producers about the status of renewals and add-issue quotes.

• Negotiate renewal rate adjustments with underwriting and create alternative plan options.

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

⛳️ Requirements

• A college degree or equivalent work experience is preferred.

• A minimum of 3 years of experience in the insurance industry, ideally in a sales context, showcasing success in servicing brokers/producers/customers.

• Proven written and verbal communication skills.

• Outstanding customer service soft skills.

• High level of proficiency in mathematical concepts and strong analytical skills.

• Excellent consultative, negotiation, persuasion, and influencing skills with a sales focus.

• Capability to build and sustain collaborative working relationships at all levels.

• Strong planning and organizational skills, with the ability to manage multiple tasks simultaneously.

• Ability to work independently as well as in a team environment.

• Drive to achieve persistency, renewal targets, and cross-selling goals.

• Proficiency in computer applications such as Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc.

• Comprehensive knowledge of group insurance products, contracts, and services.

• Strong understanding of financing methodologies and strategies.

• Solid grasp of group insurance underwriting principles, methodologies, and practices.

• Must acquire the necessary industry licensing within 90 days of hire and maintain it through continuing education.

• Must reside in Michigan, Kentucky, or Ohio.

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

🏝️ Benefits

• Opportunities for skill development.

• Leadership development opportunities.

• Philanthropic engagement opportunities.

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

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

• Option for remote work from home.

• Occasional travel for training and team meetings throughout the year.