Client Manager Associate, Premier

Guardian Life Insurance Company • Plano, TX

3d

About The Position

Guardian is seeking a Client Manager Associate in its Premier Market organization to manage and grow a book of business in the 2–99 life segment. The role supports client retention, profitability, and growth through relationship management, consultative problem solving, and strategic partnerships with brokers, producers, and internal teams. It focuses on successful renewals, identifying opportunities for additional coverage, and delivering an exceptional client experience.

The Client Manager Associate manages groups with fewer than 100 enrolled lives, reviews experience and utilization information, develops renewal recommendations and plan alternatives, and identifies cross-sell and add-issue opportunities. The role partners with Sales Representatives and internal teams, including Underwriting, Sales Support, Service, and Claims, and serves as a subject matter expert on Guardian products, systems, processes, and workflows. Required industry licenses must be obtained within 90 days of hire and maintained through continuing education. The preferred location is the Dallas/Fort Worth, Texas area; minimal travel may be required based on business needs. The position may be eligible for variable compensation under the annual Group Sales Incentive Compensation Plan for Client Manager Associates, based on renewal, persistency, and cross-sell/add-issue goals.

Requirements

• Relationship management experience, including demonstrated success providing consultation and service to external partners and clients.
• Strong written and verbal communication skills, including the ability to clearly communicate renewals, plan alternatives, pricing strategies, and recommendations.
• Strong customer service, consultative, negotiation, persuasion, and influencing skills.
• Strong mathematical aptitude and analytical skills, including the ability to evaluate experience, utilization, pricing, and plan design options.
• Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
• Ability to build and maintain collaborative relationships with clients, brokers, sales partners, underwriting, service, and claims teams.
• Strong organizational and planning skills, with the ability to manage multiple priorities, adapt to changing business needs, and work independently.
• Demonstrated accountability, client focus, and motivation to achieve persistency, retention, and growth objectives.
• Ability to obtain required industry licensing within 90 days of hire and maintain licensing requirements through continuing education.

Nice To Haves

• Bachelor's degree or equivalent combination of education and relevant work experience.
• Experience within the insurance industry in a sales, account management, client management, or customer-facing role.
• Knowledge of ancillary group insurance products, including dental, vision, life, accident, disability, statutory benefits, supplemental health, voluntary benefits, and leave management.
• Experience identifying cross-sell and up-sell opportunities while supporting retention strategies.
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.
• Experience using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar CRM and reporting platforms.

Responsibilities

• Manage a dedicated book of business for groups with fewer than 100 enrolled lives, focusing on client retention, growth, and profitability.
• Build and maintain strong relationships with brokers, producers, and plan holders, serving as a trusted business partner.
• Interpret and communicate renewal recommendations, alternative plan options, and add-issue opportunities to brokers, producers, and clients.
• Review experience and utilization reports to support retention strategies and identify growth opportunities.
• Evaluate the book of business to identify additional coverage opportunities and generate add-issue quotes.
• Use Salesforce reporting and other tools to identify opportunities and monitor renewal activity.
• Partner with Sales Representatives to support renewal and add-issue strategies and drive successful outcomes.
• Negotiate with underwriting partners to achieve competitive renewal outcomes and rate-relief opportunities.
• Develop and present plan alternatives that balance client needs with business objectives.
• Partner with Underwriting, Sales Support, Service, and Claims teams to deliver a seamless client experience.
• Serve as a subject matter expert on Guardian products, systems, processes, and workflow procedures.
• Obtain required industry licenses within 90 days of hire and maintain them through ongoing continuing education.

Benefits

• Guardian describes its benefits and resources as contemporary, supportive, flexible, and inclusive; details are available on its careers benefits page.
• Professional skill-building, leadership development, and philanthropic opportunities are described as part of the employee experience.
• Variable compensation may be available based on renewal, persistency, and cross-sell/add-issue goals; this is incentive compensation rather than a listed benefits program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed