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Guardian Life

Offers life, disability, dental insurance, annuities

Client Manager Associate - Premier Market, Mountain West

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Strong relationship management experience supporting external clients, brokers, producers, or business partners.
  • Excellent written and verbal communication skills 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 to manage multiple priorities and adapt to changing business needs.
  • Demonstrated 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 requirements.

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 strong relationships with brokers, producers, and plan holders by serving 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 strategic renewal and retention decisions.
  • Identify opportunities to expand existing 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 to support renewal strategies, cross-sell initiatives, and successful sales outcomes.
  • Negotiate with underwriting partners to achieve 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 teams to ensure a seamless customer experience.
  • Serve as a subject matter expert on Guardian products, systems, workflows, and service capabilities.
  • Obtain all required industry licenses within 90 days of hire and maintain them through continuing education requirements.

Desired Qualifications

  • Three to five years of insurance industry experience, including 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 environments.
  • 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 using Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or similar customer relationship management and reporting systems.

About the Company

Guardian Life

Offers life, disability, dental insurance, annuities

Guardian Life Insurance Company of America offers life, disability, dental insurance, and annuities, plus employee benefits for individuals, families, and businesses. Premiums fund coverage and retirement products, while the company invests those funds to meet future obligations; policyholders may receive non-guaranteed dividends declared by the board. The firm differentiates itself through a strong financial position—large admitted assets, reserves, and surplus—and a public commitment to equity and inclusion. Its goal is to protect clients’ financial well-being, support caregivers, and help people manage risk and plan for retirement.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
1860

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