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Client Manager, Premier Market - Houston, TX

Role overview

Qualifications

  • BA or BS degree preferred or equivalent work experience; must obtain relevant industry licensing within 90 days of hire and maintain CE requirements.
  • Minimum 3 years of experience in account management or sales; group insurance experience a plus.
  • Strong customer service acumen with proven ability to work with brokers/consultants and sophisticated clients; data-driven for renewal decisions; proficient in Microsoft Office, Tableau, and Salesforce.
  • Excellent communication, consultative selling and negotiation skills; ability to collaborate across internal teams and adapt to virtual and in-person environments.

Responsibilities

  • Own end-to-end client management for 100-1999 lives to ensure client satisfaction, retention, growth, and profitability.
  • Build and strengthen relationships with clients and brokers/consultants; collaborate with the sales team on account management strategies.
  • Strategically manage the client lifecycle to deliver optimal solutions that meet client needs while balancing business goals.
  • Achieve yearly financial growth goals and drive renewals and cross-sell opportunities.

Key facts

Other skills

  • Microsoft Word
  • Microsoft PowerPoint
  • Negotiation
  • Virtual Teams
  • Microsoft Outlook
  • Adaptability
  • Relationship Building
  • Rapport Building
  • Communication
  • Self-Confidence
  • Strategic Thinking
  • Teamwork
  • Customer Service
  • Time Management
  • Critical Thinking
  • Decisiveness
  • Organizational Skills
  • Persuasive Communication
  • Physical Flexibility
  • Elementary Mathematics

About the company

Guardian Life logo

Guardian Life

Financial Services

Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25

Company details

Company typeXLarge
IndustryFinancial Services
Company size5001 - 10000

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Job description

Client Manager, Premier

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 client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience.

You will

  • Assume overall responsibility for management of clients (100-1999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
  • Build strong relationships with clients and brokers/consultants.
  • Work closely with the respective sales team on account management strategies and positions.
  • Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs
  • Balance the needs of the client with those of the business.
  • Achieve yearly financial growth goals. 

You have

  • BA or BS degree preferred or equivalent work experience.
  • Minimum of 3 years experience in account management, sales. Group insurance experience a plus
  • 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; Tableau, Salesforce.
  • Ability to flex environments, operating & building rapport effectively both in virtual and live environments
  • 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, negotiation 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

  • Houston or Dallas/Fort Worth, TX
  • Up to 25% travel within U.S.

Salary Range:

$53,490.00 - $87,870.00

The 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. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. 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 MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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