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

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

Client Manager Associate, Select Market

Key skills