Client Manager, Group Benefits - Premier Markets

Guardian Life Insurance•Work From Home - CA, CA

2d•$65,630 - $107,818

About The Position

This role is within the GB CLIENT MANAGEMENT - PREMIER MARKET family, focusing on building and maintaining relationships with group clients who hold group insurance policies. The Client Manager is accountable for client retention, account management, driving growth, strategic planning, and coordinating with internal teams to deliver exceptional service and client satisfaction. A customer-centric approach is essential to support goals around service quality, persistency, add-issue, enrollment, re-enrollment, selling rate, and profitable growth. The position requires in-depth conceptual and practical knowledge in the Group Benefits Client Management job family, with basic knowledge of related job families. It acts as a resource for colleagues with less experience, and instructions are typically broad, expecting seasoned experience, judgment, and autonomy in day-to-day tasks. This role solves complex problems and represents a level at which a career may stabilize for many years. The company, Guardian, helps its customers realize their dreams through a range of insurance and financial products and services, guided by its Purpose to inspire well-being. As one of the largest mutual insurance companies, Guardian prioritizes its customers and focuses on the overall well-being of its colleagues, consumers, and communities.

Requirements

Minimum of 4-6+ years of experience.
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Responsibilities

Facilitates ongoing stakeholder relationships (with clients, consultants, brokers, underwriters) through proactive client engagement (e.g., meetings, plan reviews) to ensure client retention and satisfaction.
Gathers relevant data/information and interprets reports to inform right rate action for clients.
Manages the lifecycle of a client to drive the right policy and plan solutions to their benefit needs, while balancing the needs of the client with that of the business.
Negotiates with multiple stakeholders (e.g., clients, consultants, brokers, underwriters) to manage renewal rates for assigned client accounts and generates strategic plan alternative options to meet the clients' unique benefit needs and financial objectives.
Serves as main contact for plan holder/client accounts to ensure client satisfaction, persistency, growth, and profitability goals are achieved.
Understands the insurance ecosystem, works closely with sales, service, underwriting and support to provide a unified and aligned messaging, strategy and approach to client.
Builds and maintains relationships with group clients who hold group insurance policies.
Accountable to client retention, account management, driving growth, strategic planning, and coordination with internal teams to deliver exceptional service client satisfaction.
Takes a customer-centric approach to support goals around service quality, persistency, add-issue, enrollment, re-enrollment, selling rate, and profitable growth.