Client Manager Associate, Premier

Guardian Life Insurance • Plano, TX

5d • $45,570 - $74,865

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 partnership with brokers, producers, and internal teams. It includes supporting successful renewals, identifying additional coverage opportunities, and delivering a strong client experience.

The associate serves as a trusted business partner to brokers, producers, and plan holders; communicates renewal recommendations and plan alternatives; analyzes experience and utilization reports; and collaborates with Sales Representatives and internal partners to support retention and add-issue strategies. The position is expected to obtain required industry licenses within 90 days of hire and maintain them through continuing education. Minimal travel may be required based on business needs. The preferred location is the Dallas/Fort Worth, Texas area.

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, including 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 in 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 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 on renewal and add-issue strategies.
• Negotiate with underwriting partners to pursue 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 to deliver a seamless client experience.
• Serve as a subject matter expert on Guardian products, systems, processes, and workflow procedures.
• Obtain all required industry licenses within 90 days of hire and maintain them through ongoing continuing education.

Benefits

• Eligible for variable compensation based on achievement of renewal, persistency, and cross-sell/add-issue goals under the annual Group Sales Incentive Compensation Plan for Client Manager Associates.
• The role may also be eligible for annual, sales, or other incentive compensation.
• Guardian describes supportive and flexible benefits and resources for full-time eligible employees; specific benefits are not detailed in the posting.
• Skill-building, leadership development, and philanthropic opportunities.

What This Job Offers

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