Client Manager Associate, Northeast Select
About The Position
Guardian is seeking a Client Manager Associate to support retention and growth of its group insurance business in the Select Market. The role partners with Sales Consultants, underwriting, producers, and internal stakeholders to deliver renewal solutions, identify additional coverage opportunities, and provide service throughout the client lifecycle. It contributes to customer retention and revenue growth while developing expertise in group benefits products. The position is based primarily in Bethlehem, Boston, or NY/Hudson Yards, with less than 10% travel required. The successful candidate reports to the appropriate Client Management Leader within the Select Market organization. The salary range is $37,980.00–$62,392.50, with potential eligibility for annual, sales, or other incentive compensation.
Requirements
- 3–5 years of relevant professional experience.
- Strong written and verbal communication skills, including the ability to explain complex information clearly and effectively.
- Experience supporting customers, clients, producers, or sales organizations.
- Consultative, negotiation, influencing, and relationship management skills.
- Strong analytical, organizational, and problem-solving abilities.
- Ability to manage multiple priorities while meeting deadlines and performance goals.
- Proficiency with Microsoft Excel, Word, and PowerPoint.
Nice To Haves
- Bachelor's degree.
- Experience in the group insurance, employee benefits, or financial services industry.
- Knowledge of group insurance products, underwriting principles, and contract administration.
- Experience using Salesforce, CPS, Panorama, Microsoft Access, or similar client management systems.
- Experience supporting sales, account management, or client retention initiatives.
Responsibilities
- Partner with underwriting and sales teams to develop renewal strategies, negotiate rate relief, and provide plan options that support client retention goals.
- Identify opportunities to expand existing client relationships by generating add-issue quotes and recommending additional coverage solutions.
- Review and analyze experience reports and renewal data, providing recommendations and communications to producers and plan administrators.
- Manage timely delivery of renewal packages, rate information, and coverage options to producers, assistants, and planholders.
- Serve as a subject matter expert on Guardian products, systems, processes, and workflows, helping stakeholders use tools such as Salesforce, CPS, and Panorama.
Benefits
- Skill-building, leadership development, and philanthropic opportunities.
- Contemporary, supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
- Potential eligibility for annual, sales, or other incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
