Client Manager

January 28

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Logo of Guardian Life

Guardian Life

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

Life Insurance • Disability Insurance • Group Benefits • Annuities • Investments

5001 - 10000 employees

Founded 1860

💸 Finance

🧘 Wellness

💰 Non Equity Assistance on 2016-08

📋 Description

• Assume overall responsibility for managing planholder/client accounts with the objective of ensuring client satisfaction • Build strong relationships with clients and brokers/consultants • Strategically manage the lifecycle of a client to develop appropriate solutions • Achieve yearly financial growth & persistency goals

🎯 Requirements

• BA or BS degree preferred or equivalent work experience • Minimum of 36 months 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 and execute on renewal decisions • Proficiency in key technology platforms: Microsoft Office suite, 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 • Consultative Selling Skills and the ability to influence and persuade • Virtual communication, presentation, consultative selling, and relationship building skills • Advanced organizational and time management skills • Must achieve required industry licensing within 90 days of date of hire

🏖️ Benefits

• Contemporary benefits and resources • Support for professional and personal goals • Leadership development opportunities • Philanthropic opportunities

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