4 дня назад
Client Manager Associate, Select Market (Group Insurance)
37 980 - 62 392$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager Associate, Select Market (Group Insurance): Supporting group insurance renewals and identifying additional coverage opportunities for the Select Market with an accent on plan options, renewal negotiations, and product expertise. Focus on interpreting experience reports, generating quotes, coordinating with Sales Representatives, and managing renewal and add-issue workflows.
Location: Hybrid position based in Guardian's Plano, Texas office; minimal travel of less than 10%.
Salary: $37,980.00–$62,392.50 base pay annually, with potential eligibility for annual, sales, or other incentive compensation.
Company
provides insurance products and services and supports professional development, well-being, and community-focused initiatives.
What you will do
- Support Sales Representatives with Select Market renewal processes and negotiate renewal rate relief with underwriting.
- Generate plan options, quotes, reports, and proposals for additional lines of coverage.
- Identify Add Issue opportunities and follow up with producers, assistants, and Sales Representatives to help close sales.
- Review and interpret experience reports and clearly communicate renewal rates, coverage options, and quotes.
- Deliver renewal materials to producers, assistants, and planholders by email or mail.
- Serve as a subject matter expert on Guardian systems, products, and workflow procedures.
Requirements
- 3–5 years of industry experience preferred, with demonstrated success servicing producers, assistants, or customers.
- Solid knowledge of group insurance products, contracts, services, and underwriting principles.
- Strong communication, customer service, consultative, negotiation, persuasion, and influencing skills.
- Strong mathematical, analytical, organizational, planning, and attention-to-detail skills.
- Computer proficiency with Microsoft Access, Excel, Word, PowerPoint, Salesforce, CPS, and Panorama.
- Must be legally authorized to work in the United States without current or future employer sponsorship.
Nice to have
- BA or BS degree.
- Experience meeting Add Issue and persistency goals.
Culture & Benefits
- Full-time employees receive access to contemporary, supportive, flexible, and inclusive benefits and resources.
- Professional development through skill-building and leadership development opportunities.
- Philanthropic opportunities and an emphasis on building communities.
- Flexible support for professional and personal well-being.
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