Client Manager Associate, Premier Market

Guardian Life

. Manage a client book of business in the 2–99 life space .

Posted 9/18/2026full-timeRemote • New York • United StatesJuniorMid-Level💰 $45,570 - $74,865 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong expertise in managing client relationships within the group insurance sector, focusing on persistency, growth, and profitability. Proficient in utilizing Salesforce and other tools to generate quotes, evaluate opportunities, and support plan renewals.

Highest-signal resume keywords

Group Insurance KnowledgeSalesforce ProficiencyNegotiation SkillsAnalytical SkillsClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Group Insurance ProductsFinancing MethodologiesUnderwriting PrinciplesMathematical AptitudeAnalytical Skills

Soft Skills

Excellent Communication SkillsCustomer Service SkillsConsultative SkillsOrganizational SkillsAdaptability

Tools & Technologies

SalesforceExcelWordPowerPointBusiness Objects

Certifications & Qualifications

Insurance Industry Licensing

Industry Keywords

Client Book ManagementRenewal NegotiationAdd-Issue OpportunitiesBroker Relationship DevelopmentInsurance Industry Experience

About the role

Key responsibilities & impact

Manage a client book of business in the 2–99 life space
Drive persistency, growth, and profitability through relationship development with clients, brokers, and internal partners
Work with Underwriting, Sales Support, Service, and Claims
Work directly with Sales Representatives to identify opportunities for additional coverage lines
Support plan renewals and add-issue opportunities
Generate plan options and quotes for additional coverage lines
Evaluate the existing book of business for add-issue opportunities
Handle incoming renewal and negotiation requests
Build relationships with brokers, producers, and plan holders for groups with fewer than 100 enrolled lives
Communicate renewals, alternative plan options, and add-issue quotes
Review experience and utilization reports with Sales Representatives and package appropriate reports
Use Salesforce Reports and other strategies to identify add-issue opportunities and generate quotes
Follow up with brokers/producers on renewals and add-issue quotes and engage Sales Representatives as needed
Negotiate renewal rate relief with Underwriting and generate plan alternatives
Serve as a subject matter expert on Guardian systems, capabilities, products, and workflow procedures
Work remotely from home with less than 10% travel

Requirements

What you’ll need

Excellent written and oral communication skills
Excellent customer service soft skills
Very strong mathematical aptitude and analytical skills
Strong consultative, negotiation, persuasion, and influencing skills with a sales orientation
Ability to build and maintain collaborative working relationships at all levels
Client-focused approach
Personal accountability
Strong planning and organizational skills with ability to multi-task
Ability to easily adapt to change
Ability to work independently and in a group setting
Motivation to meet persistency, renewal target, and cross-sell goals
Computer proficiency in Outlook, Skype, Excel, Word, PowerPoint, Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, etc.
Ability to represent Guardian in a professional manner
Must be based in Syracuse, NY or Albany, NY
Solid knowledge of group insurance products, contracts, and services
Solid knowledge of financing methodologies and strategies
Solid knowledge of group insurance underwriting principles, methodologies, and practices
3 to 5 years of insurance industry experience, preferably in a sales environment
Demonstrated success in servicing brokers/producers/customers
Must achieve required industry licensing within 90 days of hire and maintain the license through Continuing Education requirements
Must be legally authorized to work in the United States without current or future employer sponsorship

Benefits

Comp & perks

Variable compensation for persistency and renewal target bonus
Cross-sell/add-issue bonus
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Support and flexibility to achieve professional and personal goals
Contemporary, supportive, flexible, and inclusive benefits and resources for full-time eligible employees