Client Manager Associate, Select Market (South)

Guardian Life • Decatur, GA

103d • Remote

About The Position

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing 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 best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, and a deep product knowledge with a high degree of operational effectiveness.

Requirements

• BA or BS Degree or equivalent work experience preferred.
• 3-5 years of industry experience preferably in a sales environment.
• Demonstrated success in servicing Producer/Assistants/Customers.

Nice To Haves

• Solid knowledge of group insurance, products, contracts, and services.
• Knowledge of underwriting principles and practices.

Responsibilities

• Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
• Proactively identify Add Issue opportunities for the Select Market segment by generating reports and other strategies developed in collaboration with Sales Representatives.
• Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Representatives as needed to help close the sale.
• Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representative's authorization.
• Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant.
• Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select market segment.
• Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.

Benefits

• Support and flexibility to achieve professional and personal goals.
• Skill-building, leadership development, and philanthropic opportunities.
• Contemporary, supportive, flexible, and inclusive benefits and resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree