Enterprise Sales Director
TraceAir Technologies
Tableau
Client Manager, Premier Market, Mountain West
Guardian Life
full-time
Posted on:
Origin: • 🇺🇸 United States • Colorado, Utah
Visit company websiteSalary
💰 $53,490 - $87,870 per year
Job Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- 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.
- Location and Travel: Based in assigned territory; Colorado/Utah preferred; travel within territory is required.
Requirements
- 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 renewal decisions along with deploying the right solutions for the client
- Proficiency in 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: Based in assigned territory; preferred locations include Colorado and Utah; regular travel within the territory is required
