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Client Manager, Premier Market - Northern California & Pacific Northwest

unlimited holidays - fully flexible
Remote: 
Hybrid
Contract: 
Salary: 
52 - 86K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
San Francisco (US)

Offer summary

Qualifications:

BA or BS degree preferred, Minimum of 3 years in group insurance, Strong customer service skills, Experience with brokers and clients, Proficient in Microsoft Office and Salesforce.

Key responsabilities:

  • Manage client accounts for Premier brokers
  • Achieve client satisfaction and growth goals
  • Build strong relationships with clients and brokers
  • Strategically manage client lifecycle and needs
  • Collaborate with sales representative for strategies
Guardian Life logo
Guardian Life Financial Services XLarge http://guardianlife.com/
5001 - 10000 Employees
HQ: New York
See more Guardian Life offers

Job description

Client Manager, Premier Market

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, 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.

You will:

  • Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-1,999 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. 

You have:

  • 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.

Location and Travel:

  • Preferred location for this position is Northern California or the Pacific Northwest.
  • Regular travel within the territory is required.

Salary Range:

$52,440 - $86,145

The base salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.


 

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care
  • Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

  • Dental plan

  • Vision plan

  • Health care accounts – flexible spending, health reimbursement, and health savings accounts

  • Critical illness insurance

Life and Disability Insurance
  • Company-paid Life and Disability insurance plus voluntary supplemental coverage

  • Accident insurance

Retirement and Financial
  • 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

  • Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work
  • Flexible work arrangements (part in-person/part remote)

  • Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

  • Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

  • Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life
  • Emotional well-being, mental health, and work/life resources powered by Spring Health

  • Wellness programs, including fitness program and equipment reimbursement

  • Child, adult, and elder back-up care support through Bright Horizons

  • Adoption assistance

  • College planning

  • Tuition reimbursement

  • Student loan assistance

  • Commuter benefits in select metropolitan areas

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

  • Employee Resource Groups:

  • Colleague Connection Committees

  • Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

  • Voluntary self-ID

  • Pronunciation and phonetic spelling of names

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.


 

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Building
  • Organizational Skills
  • Adaptability
  • Time Management
  • Optimism
  • Customer Service
  • Self-Confidence
  • Strategic Thinking
  • Microsoft Office

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