Client Manager Associate, Premier Market - Mountain West

Guardian Life Insurance Company • Denver, UT

7d • Remote

About The Position

Guardian is seeking a Client Manager Associate to manage and grow a book of business in the 2–99 life segment. The role supports profitability, persistency, retention, and growth by managing renewals, identifying add-issue and cross-sell opportunities, negotiating solutions with underwriting partners, and providing consultative recommendations to help clients meet their benefits objectives.

The Client Manager Associate serves as a trusted advisor to brokers, producers, and plan holders and collaborates with Sales, Underwriting, Sales Support, Service, and Claims to deliver a strong customer experience. The position reviews experience and utilization reports, develops renewal recommendations and alternative plan options, and uses Salesforce reporting and other systems to evaluate book performance and identify opportunities. Required industry licenses must be obtained within 90 days of hire and maintained through continuing education.

This is a remote-based position. Preferred locations are Northern California, Denver, Colorado, Seattle, Washington, Portland, Oregon, Salt Lake City, Utah, or Spokane, Washington. Occasional travel may be required based on business and client needs. The role reports to the appropriate Client Management Leader within the Premier Market organization. Base salary is listed as $50,130–$82,365, with potential eligibility for incentive compensation based on persistency, renewal, and cross-sell/add-issue goals.

Requirements

• Strong relationship management experience with demonstrated success supporting external clients, brokers, producers, or business partners.
• Excellent written and verbal communication skills, including the ability to explain renewal strategies, plan alternatives, pricing recommendations, and coverage options.
• Strong customer service, consultative, negotiation, persuasion, and influencing skills.
• Analytical and problem-solving abilities, including interpreting experience reports, utilization trends, pricing analysis, and plan design options.
• Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
• Ability to build and maintain collaborative relationships across clients, brokers, sales teams, underwriting, service, and claims organizations.
• Strong planning, organizational, and time management skills, including the ability to manage multiple priorities and adapt to changing business needs.
• Accountability, professionalism, and commitment to persistency, retention, and growth goals.
• Ability to obtain required industry licensing within 90 days of hire and maintain licensing through continuing education.

Nice To Haves

• Three to five years of insurance industry experience, including experience servicing brokers, producers, and customers.
• Bachelor's degree or equivalent combination of education and relevant work experience.
• Insurance industry experience in sales, account management, customer-facing, or client management work.
• Knowledge of ancillary group insurance products, including dental, vision, life, accident, disability, statutory benefits, supplemental health, voluntary benefits, and leave management.
• Knowledge of fully insured and alternate funding arrangements and related underwriting practices.
• Experience identifying cross-sell opportunities and supporting retention, renewal, and add-issue strategies.
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.
• Experience with Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM and reporting systems.

Responsibilities

• Manage an assigned book of business for groups with fewer than 100 enrolled lives, focusing on client retention, profitability, and growth.
• Build and maintain relationships with brokers, producers, and plan holders as a trusted business partner.
• Communicate and deliver renewal recommendations, alternative plan options, and add-issue quotes to clients and broker partners.
• Review and analyze experience and utilization reports to support renewal and retention decisions.
• Identify opportunities to expand client relationships through additional products and coverage solutions.
• Use Salesforce reporting and other tools to evaluate book performance and uncover growth opportunities.
• Partner with Sales Representatives on renewal strategies, cross-sell initiatives, and sales outcomes.
• Negotiate with underwriting partners to pursue favorable renewal results and rate relief opportunities.
• Develop and present alternative plan options aligned with client needs and business objectives.
• Collaborate with Underwriting, Sales Support, Service, and Claims to support a seamless customer experience.
• Serve as a subject matter expert on Guardian products, systems, workflows, and service capabilities.
• Obtain required industry licenses within 90 days of hire and maintain them through continuing education.

Benefits

• The company describes supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
• Skill-building, leadership development, and philanthropic opportunities.
• Potential eligibility for annual, sales, or other incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level