Client Manager Associate - Chicago, IL & Indianapolis, IN

About the role

The Client Manager Associate, Premier Market will manage a client book of business in the 2-99 life space, focusing on persistency, growth, and profitability through relationship development and sales efforts.

Responsibilities

• Build relationships with brokers/producers/plan holders for groups with less than 100 enrolled lives.
• Interpret, deliver, and clearly communicate renewals, alternative plan options, and add issue quotes to the broker/producer/client.
• Review experience and utilization reports with Sales Reps for groups with under 100 lives; package and deliver appropriate reports based on group size and availability.
• Proactively identify add issue opportunities for groups under 100 lives by utilizing Salesforce Reports and other strategies developed in collaboration with Sales Reps and generating quotes.
• Follow up with broker/producer regarding status of renewals and add issue quotes while also engaging the Sales Rep, as needed, to help close the renewal or sale.
• Serve as subject matter expert on various Guardian systems, capabilities, products, and workflow procedures.

Requirements

• Excellent written and oral communication skills
• Strong customer service soft skills
• Very strong mathematical aptitude and analytical skills
• Strong consultative, negotiation, persuasion, and influencing skills with a sales orientation
• Ability to build and maintain collaborative working relationships at all levels
• A client-focused approach
• Personal accountability
• Strong planning and organizational skills with ability to multi-task
• Ability to easily adapt to change
• Ability to work independently and in a group setting
• Motivation to meet goals: meet persistency goals, renewal target goals, cross-sell goals (add issue), etc.
• Computer proficiency in Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc.

Qualifications

• BA or BS Degree is preferred. Will consider work experience equivalent.
• 3 to 5 years of insurance industry experience, preferably in a sales environment
• Demonstrated success in servicing brokers/producers/customers

Skills

• Solid knowledge of group insurance products, contracts, and services
• Solid knowledge of financing methodologies and strategies (fully insured and alternate funding)
• Solid knowledge of group insurance underwriting principles, methodologies, and practices

Benefits

Variable compensation for persistency and renewal target bonus and cross-sell/add-issue bonus, according to the current year Group Sales Incentive Compensation Plan for Client Manager Associates.

Pay

$50,130.00 - $82,365.00

Schedule

Hybrid (partial in office; partial work from home)