Full-Time

Client Manager Associate

Select Market

Posted on 1/29/2025

Guardian Life

Guardian Life

Provides insurance and financial services

Compensation Overview

$37.1k - $61kAnnually

+ Annual Compensation + Sales Incentives + Other Incentive Compensation

Mid

Newport Beach, CA, USA + 1 more

More locations: Plano, TX, USA

Candidates are expected to work on-site at least once per week if located near Guardian's Plano, TX or Newport Beach, CA Regional Offices.

Category
Inside Sales
Sales & Account Management
Required Skills
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
Requirements
  • Excellent communication skills
  • Excellent customer service soft skills
  • Strong consultative, negotiation, persuasion and influencing skills – sales orientation
  • Ability to build and maintain collaborative working relationships at all levels
  • Strong attention to detail
  • Planning and organizational skills
  • Strong mathematical aptitude/analytical skills
  • Ability to adapt to change
  • Ability to work independently
  • Goal Oriented – meets Add Issue/persistency goals, etc.
  • Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
  • Ability to represent Guardian in a professional manner
  • Solid knowledge of group insurance, products, contracts, and services
  • Knowledge of underwriting principles and practices
  • Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements
Responsibilities
  • Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
  • Proactively identify Add Issue opportunities for the Select market segment by generating reports and other strategies developed in collaboration with Sales Representatives.
  • Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Representatives as needed to help close the sale.
  • Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representative’s authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant.
  • Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select market segment.
  • Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.
Desired Qualifications
  • BA or BS Degree preferred
  • 3-5 years industry experience preferably in a sales environment
  • Demonstrated success in servicing Producer/Assistants/Customers

Guardian Life Insurance Company of America offers a variety of insurance and financial products aimed at providing financial security to individuals, families, and businesses. Their main offerings include life insurance, disability insurance, dental insurance, and annuities, which help protect clients against unexpected events and ensure a steady income stream, especially for retirees. The company generates revenue through premiums paid by policyholders and investment income from those premiums. Guardian distinguishes itself from competitors with its strong reputation for reliability, as recognized by various awards, and its commitment to equity and inclusion in its workforce and community initiatives. The goal of Guardian is to help clients safeguard their financial well-being while promoting diversity and support for caregivers.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1860

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Workday Wellness offers personalized, data-driven employee benefits.
  • Guardian's strong financial position ensures stability and trust for policyholders.
  • Partnerships and technological focus suggest potential for enhanced digital offerings.

What critics are saying

  • Competition from National Financial Network may impact Guardian's market share in the Northeast.
  • Reliance on digital platforms like Workday Wellness poses risks of technological failures.
  • Partnership with Uber Health may expose Guardian to third-party operational risks.

What makes Guardian Life unique

  • Guardian's partnership with Uber Health enhances disability support with transportation services.
  • Recognition by Forbes as a top employer strengthens Guardian's brand in talent acquisition.
  • Consistent J.D. Power awards highlight Guardian's superior customer service in the insurance sector.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Paid Parental Leave

Paid Family and Medical Leave

Wellness Program

Mental Health Support

401(k) Retirement Plan

401(k) Company Match

Company News

PR Newswire
Mar 11th, 2025
Park Avenue Securities And National Financial Network Welcome Brian Falconer And Colleagues From Wealth Management Resource Group

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.NEW YORK, March 11, 2025 /PRNewswire/ -- National Financial Network, INC., (NFN), which offers securities products and investment advisory services through Park Avenue Securities LLC ("Park Avenue Securities"), has announced that Brian Falconer, President and CEO of Wealth Management Resource Group, has joined the firm.Falconer and his team have $300 million of assets administered and join National Financial Network from an independent wealth management firm. Falconer, a registered representative and investment adviser representative, has more than 25 years of experience in financial services. He is a graduate of Fordham University and holds his Series 6, 63, 7, 66, and 24 registrations.Led by Chairman Anthony T. Mazzei, Sr. and Chief Executive Officer Michael Maresca, National Financial Network is an established financial services firm with over $5 billion of assets administered. The addition of Falconer and his team builds on several recent steps taken by National Financial Network to grow their strategic footprint in the Northeast, including the addition of Michael Yoken in 2023."Our mission is to provide unparalleled service by uniting financial professionals with leading technology and personalized attention to enduring relationships

PR Newswire
Feb 19th, 2025
Guardian Recognized By Forbes As One Of America'S Best Large Employers In 2025

For the fourth year in a row, Guardian is included for its positive culture and work environmentNEW YORK, Feb. 19, 2025 /PRNewswire/ -- The Guardian Life Insurance Company of America® (Guardian) announced today it was named to Forbes' 2025 list of "America's Best Large Employers" for the fourth consecutive year. Reflecting the company's purpose to inspire well-being®, Guardian was recognized as a workplace that nurtures talent and encourages innovation."We are honored to once again be named by Forbes as one of America's best large employers," said Stacey Hoin, Chief Human Resources Officer. "Being recognized highlights Guardian's dedication to fulfilling our purpose and celebrating our colleagues as everyday champions of well-being. This is a reflection of how our colleague value proposition (CVP) is contributing to a work culture that supports, inspires, and empowers Guardian employees to succeed in growing their careers with us."Guardian designed its CVP to help colleagues thrive by providing competitive, flexible benefits and rewards, enriching professional development opportunities, and offering inclusive and meaningful connections. The CVP helps the company prioritize where it can best invest resources to ensure its colleagues feel seen, heard, valued, and respected.The annual list is determined by Forbes and market research company Statista in a survey of over 210,000 workers from some of the largest companies in the United States

Hit Consultant
Jan 16th, 2025
Guardian Life Insurance Partners With Uber Health To Enhance Disability Support

Guardian Life Insurance Partners with Uber Health to Enhance Disability Support. by Fred Pennic 01/16/2025 Leave a Comment. What You Should Know: – Guardian Life Insurance, a leading provider of employee benefits, has announced a new partnership with Uber Health to further enhance its support for members with long-term disability claims. – Guardian will now provide Uber vouchers to eligible members, enabling them to access crucial medical appointments and rehabilitation services.Transportation Assistance to Long-Term Disability ClaimantsThis initiative addresses a growing need for comprehensive disability support. According to recent research from Guardian, nearly one-third of U.S. households have experienced a disability leave of at least 30 days in the past decade. Beyond the financial strain of lost income, individuals often face difficulties accessing necessary care, which can hinder their recovery and return-to-work prospects.This new program builds upon Guardian’s existing suite of support services

Coverage
Jan 10th, 2025
Guardian Members With Workplace Benefits Gain Access To Peloton App

Guardian Life <i class="fa fa-info-circle company-popover" data-content="h3Guardian Life/h3. div. table

PYMNTS
Jan 6th, 2025
Live Pillar Leads Gains As Ce 100 Index Bucks Broader Markets

The CE 100 Index ended the last few days of 2024 and the first few days of the new year with a slight gain, adding 0.3%, while broader markets fell across the board.The Live Pillar pulled ahead by 2.3%, buoyed by iRobot, a volatile name that was up more than 24% through the week, though without any company-specific news, by Porch Group, which gained 7.5% and by Zillow, up 2.1%. The Eat segment was 2.2% higher; restaurant tech Olo advanced by 6.3% and DoorDash was 3.3% higher. Olo shares moved on the news, as reported by Yahoo Finance, that RBC Capital analyst Matthew Hedberg increased the sell-side firm’s price target on Olo to $9 from $8, while maintaining an “outperform” rating on the name. But the Work segment countered those gains, sliding 2.2%. Xerox gave up 9.6%, giving back some of the gains that had been seen after the company struck a deal to buy Lexmark for $1.5 billion

INACTIVE