Client Manager, Premier Market - Maine

Guardian Life Insurance•Boston, MA

2d•$54,690 - $101,570•Hybrid

About The Position

Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience. Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants through in-market presence. Work closely with the respective sales representative to gain their buy-in for the account management strategy and position. Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs. Balance the needs of the client with those of the business. Achieve yearly financial growth & persistency goals.

Requirements

BA or BS degree preferred or equivalent work experience
Minimum of 3 years of group insurance experience servicing accounts and/or account management
Strong customer service acumen
Demonstrated success in dealing with brokers/consultants as well as sophisticated clients
Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
Ability to operate in a virtual environment and effectively build rapport virtually
Ability to adapt to changes in a fast paced and dynamic environment
Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
Consultative Selling Skills and the ability to influence and persuade.
Virtual communication, presentation, consultative selling, and relationship building skills
Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation
Ability to collaborate across internal teams including collaborative selling.
Strategic and critical thinking and basic math skills
Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base
Ability to exercise sound judgment and deal with conflict
Ability to exude confidence and demonstrate optimism and positive attitude
Advanced organizational and time management skills
Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Responsibilities

Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
Build strong relationships with clients and brokers/consultants through in-market presence
Work closely with the respective sales representative to gain their buy-in for the account management strategy and position
Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs
Balance the needs of the client with those of the business
Achieve yearly financial growth & persistency goals