Client Manager Associate, Select Market

Guardian Life

Client Manager Associate assisting Sales Representatives in the renewal process and recognizing opportunities to add coverage. Collaborating with underwriters and Salesforce systems for plan options and renewals.

Posted 5/13/2026full-timePlano • California, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $41,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Assume overall responsibility for assisting Sales Representatives in the renewal process
Recognize opportunities to add additional lines of coverage to existing business
Provide renewal rate relief through negotiations with underwriting and generating plan options
Proactively identify Add Issue opportunities for the Select market segment
Follow up with producers and assistants regarding Renewal/Add Issue status
Review Experience Reports with Sales Representatives
Deliver renewals to the Producer/Assistant/Planholder via email or mail
Serve as Subject Matter Expert on various Guardian systems capabilities, products, and workflow procedures

Requirements

What you’ll need

3+ years industry experience preferably in a sales environment
College degree preferred
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
Solid knowledge of group insurance, products, contracts, and services
Knowledge of underwriting principles and practices

Benefits

Comp & perks

Annual, sales, or other incentive compensation
Flexible working hours
Professional development opportunities
Philanthropic opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

negotiationconsultative skillspersuasioninfluencing skillsmathematical aptitudeanalytical skillsattention to detailplanning skillsorganizational skills

Soft Skills

communication skillscustomer service skillscollaborative working relationshipsability to adapt to changeindependent workgoal oriented