Client Manager Associate, Core Market

Company: Guardian Life
Location: Honolulu
Posted on: March 16, 2023

Job Description:

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.The **Client Manager Associate** will assume overall responsibility for running a client book of business in the 25-99 life space. They will be responsible for Persistency, Growth and Profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include Underwriting, Sales Support, Service and Claims. This position will also directly work with Sales Representatives to uncover opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use standard processes!The Client Manager Associate is directly and/or indirectly accountable for activities associated with renewing plans (plan retention) and adding new lines of coverage ("add issue") including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively evaluate their existing book of business for add issue opportunities, as well as handle incoming renewal and negotiation requests. A successful candidate must demonstrate strong customer service foresight, strong consulting/negotiation skills, deep ancillary product knowledge (dental, vision, life, accident, disability, statutory, supplemental health, voluntary benefits, and leave management) with a high degree of operational effectiveness.**You will**+ Build relationships with brokers/producers/plan holders for groups with less than 100 enrolled lives.+ Interpret, deliver, and clearly communicate renewals, alternative plan options, and add issue quotes to the broker/producer/client.+ Review experience and utilization reports with Sales Reps for groups with under 100 lives; Package and deliver appropriate reports based on group size and availability.+ Proactively identify add issue opportunities for groups under 100 lives by using Salesforce Reports and other strategies developed in collaboration with Sales Reps and generating quotes. Follow up with broker/producer regarding statusbg of renewals and add issue quotes while also engaging the Sales Rep, as needed, to help close the renewal or sale.+ Provide renewal rate relief for groups under 100 lives through negotiations with underwriting, as well as figuring out and generating plan alternative options.+ Serve as subject matter expert on various Guardian systems, capabilities, products, and workflow procedures.**You have**+ Excellent written and oral communication skills+ Excellent customer service soft skills+ Very strong mathematical proficiency and analytical skills+ Strong consultative, negotiation, persuasion, and influencing skills with a sales orientation+ Ability to build and maintain collaborative working relationships at all levels+ A client-focused approach+ Personal accountability+ Strong planning and organizational skills with ability to multi-task+ Ability to easily adapt to change+ Ability to work independently and in a group setting+ Motivation to meet goals: meet persistency goals, renewal target goals, cross-sell goals (add issue), etc.+ Computer proficiency in Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc.+ Ability to represent Guardian in a professional manner**Knowledge**+ Solid knowledge of group insurance products, contracts, and services. Group insurance products include dental (PPO, DHMO, fully insured and ASO), vision, life, accident, short- and long-term disability (fully insured and ASO), statutory disability, supplemental health, voluntary benefits, and leave management (federal, state, and local).+ Solid knowledge of financing methodologies and strategies (fully insured and alternate funding)+ Solid knowledge of group insurance underwriting principles, methodologies, and practices**Education**+ BA or BS Degree is preferred. Will consider work experience equivalent.**Experience**+ 3 to 5 years of insurance industry experience, preferably in a sales environment+ Demonstrated success in servicing brokers/producers/customers**Other:**+ Variable compensation for persistency and renewal target bonus and cross-sell/add-issue bonus, according to the current-year Group Sales Incentive Compensation Plan for Renewal Specialists.**Location:**+ This role is work from home with occasional travel to Regional Sales Meetings. **Pacific, or Mountain Time Zone required.****Our Promise**At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.**Inspire Well-Being**As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.**Health Care**+ Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits+ Dental plan+ Vision plan+ Health care accounts - flexible spending, health reimbursement, and health savings accounts+ Critical illness insurance**Life and Disability Insurance**+ Company-paid Life and Disability insurance plus voluntary supplemental coverage+ Accident insurance**Retirement and Financial**+ 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable+ Complimentary 1:1 financial guidance with a licensed Fidelity representative**Time Off and Remote Work**+ Flexible work arrangements (part in-person/part remote)+ Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement+ Personal holidays for colleagues to use in recognition of religious, cultural, or civic days+ Paid parental leave and paid family and medical leave policies**Emotional Well-being and Work-Life**+ Emotional well-being, mental health, and work/life resources powered by Spring Health+ Wellness programs, including fitness program and equipment reimbursement+ Child, adult, and elder back-up care support through Bright Horizons+ Adoption assistance+ College planning+ Tuition reimbursement+ Student loan assistance+ Commuter benefits in select metropolitan areas**Justice, Equity, Diversity & Inclusion (J.E.D.I.)**+ Employee Resource Groups that advocate for inclusion and diversity+ J.E.D.I. certification and training programs+ Matching gifts/volunteering_Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._**Equal Employment Opportunity**Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Keywords: Guardian Life, Honolulu , Client Manager Associate, Core Market, Executive , Honolulu, Hawaii