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Client Manager Associate
Guardian Life. Support retention and growth of Guardian’s group insurance business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in group insurance products and client retention strategies, with strong analytical and communication skills to support relationship management and deliver tailored renewal solutions.
Highest-signal resume keywords
Group Insurance KnowledgeClient Retention StrategiesAnalytical SkillsNegotiation SkillsSalesforce Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Group Insurance ProductsUnderwriting PrinciplesContract AdministrationAnalytical AbilitiesProblem-Solving Skills
Soft Skills
Written Communication SkillsVerbal Communication SkillsRelationship Management SkillsConsultative SkillsOrganizational Skills
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointSalesforceCPSPanoramaMicrosoft Access
Industry Keywords
Employee BenefitsFinancial ServicesClient ManagementRenewal SolutionsSales Support
About the role
Key responsibilities & impact- Support retention and growth of Guardian’s group insurance business
- Partner with Sales Consultants, underwriting, producers, and internal stakeholders to deliver renewal solutions
- Identify additional coverage opportunities and provide exceptional service throughout the client lifecycle
- Develop renewal strategies, negotiate rate relief, and provide plan options supporting client retention goals
- Expand existing client relationships by generating add-issue quotes and recommending additional coverage solutions
- Review and analyze experience reports and renewal data, providing recommendations and communications to producers and plan administrators
- Manage delivery of renewal packages, rate information, and coverage options to producers, assistants, and planholders
- Serve as a subject matter expert on Guardian products, systems, processes, and workflows
- Report to the appropriate Client Management Leader within the Select Market organization
Requirements
What you’ll need- 3–5 years of relevant professional experience
- Strong written and verbal communication skills
- Experience supporting customers, clients, producers, or sales organizations
- Consultative, negotiation, influencing, and relationship management skills
- Strong analytical, organizational, and problem-solving abilities
- Ability to manage multiple priorities while meeting deadlines and performance goals
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Legally authorized to work in the United States without current or future employer sponsorship
- Bachelor's degree preferred
- Experience within group insurance, employee benefits, or financial services preferred
- Knowledge of group insurance products, underwriting principles, and contract administration preferred
- Experience using Salesforce, CPS, Panorama, Microsoft Access, or similar client management systems preferred
- Experience supporting sales, account management, or client retention initiatives preferred
Benefits
Comp & perks- Skill-building opportunities
- Leadership development opportunities
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
- Benefits for full-time eligible employees