Client Manager Associate, Premier Market

This is a fully remote position, open to applicants in New York.

📋 Description

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

• Enhance persistency, growth, and profitability by developing relationships with clients, brokers, and internal stakeholders.

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

• Partner directly with Sales Representatives to uncover opportunities for additional coverage lines.

• Assist in plan renewals and identify add-issue opportunities.

• Produce plan options and quotes for new coverage lines.

• Assess the current book of business for potential add-issue opportunities.

• Manage incoming requests for renewals and negotiations.

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

• Communicate details regarding renewals, alternative plan options, and quotes for add-issues.

• Analyze experience and utilization reports alongside Sales Representatives and compile suitable reports.

• Utilize Salesforce Reports and other methods to identify add-issue opportunities and prepare quotes.

• Follow up with brokers/producers regarding renewals and add-issue quotes, engaging Sales Representatives as necessary.

• Negotiate renewal rate adjustments with Underwriting and create plan alternatives.

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

• Operate remotely from home with minimal travel (less than 10%).

⛳️ Requirements

• Exceptional written and verbal communication abilities.

• Outstanding customer service skills.

• Strong mathematical aptitude and analytical capabilities.

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

• Ability to establish and sustain collaborative relationships at all organizational levels.

• Client-centric mindset.

• Personal accountability and responsibility.

• Strong planning and organizational skills with the capacity to manage multiple tasks efficiently.

• Flexibility and adaptability to change.

• Capability to work independently as well as part of a team.

• Drive to meet persistency, renewal targets, and cross-sell objectives.

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

• Ability to represent Guardian professionally.

• Must reside in Syracuse, NY or Albany, NY.

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

• Solid grasp of financing methodologies and strategies.

• In-depth knowledge of group insurance underwriting principles, methodologies, and practices.

• 3 to 5 years of experience in the insurance industry, ideally in a sales role.

• Proven track record in servicing brokers, producers, and customers.

• Must obtain necessary industry licensing within 90 days of hire and maintain it through Continuing Education requirements.

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

🏝️ Benefits

• Variable compensation for persistency and renewal target bonuses.

• Bonuses for cross-selling and add-issue initiatives.

• Opportunities for skill enhancement.

• Leadership development prospects.

• Opportunities for philanthropic engagement.

• Support and flexibility to accomplish both professional and personal goals.

• Modern, supportive, flexible, and inclusive benefits and resources for full-time eligible employees.