Client Manager Trainee (Boston, MA) - Early Careers Program
Do you want to be a part of a high performing Group Benefits Sales and Client Management team?
Do you have a passion for building strong and lasting relationships with customers? Do you take pride in your ability to influence and persuade? Are you a team player? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Trainee, Core Market who will be participate in Guardian’s Group Benefits Distribution Early Career Development Program, which is an 11- month structured training and mentorship program to become a Client Manager Associate in our Group Benefits Core Market segment.
The program provides:
- Selling skills training
- Mentorship from top performers
- Product training
- Travel to in-person learning events
- Networking with Guardian Leadership and other internal business partners
Throughout the program, this individual will effectively learn Guardian’s business environment, culture, product and service offerings, and processes.
This position will report into the Manager, Client Management, Core Market. These roles are based in our Regional Group Sales Offices, located in major cities across the country.
Position Summary:
Throughout the program, this individual will effectively learn Guardian’s business environment, culture, product and service offerings and processes. The Client Manager Trainee will develop consulting, negotiation skills, operational and business acumen to become a main point of contact for the broker and their clients. These clients should view them as an expert for all products after extensive training and mentorship.
The Client Manager Trainee will become responsible for selling by adding additional employee benefit products and services to corporations with employees between 25 and 999 lives. The Client Manager Associate accomplishes this by developing relationships with sales partners and with their assigned network of benefit brokerage relationships. These brokerage consultants work with corporate clients in need of our products and services.
Candidate Responsibilities:
- Complete training program including course work, Sales Academies and field-based curriculum.
- Develop a clear understanding of our business and our diverse Group products. Gain a thorough understanding of our complex business relationships within the brokerage community and with the clients we service.
- Develop an understanding of client business, issues, and needs through participation in client visits and proactive phone contact; assist in building, maintaining, and managing positive ongoing client relationships.
- Obtain required industry licensing and maintain license through completing Continuing Education requirements.
- Develop consultative selling skills to be positioned to consistently achieve or exceed personal sales production expectations established by management
- Develop an understanding of Guardian processes, policies, and procedures, including web-site services and navigation.
- Learn the renewal process: data that supports the proposal, negotiation skills and needed partnership with underwriting, presentation delivery to the client and broker.
- Learn and understand how to identify additional lines and growth opportunities and tie them back to the customer needs.
- Understand the tools and thought leadership material to leverage to assist in educating customers and brokers.
- Develop and maintain multiple benefits brokerage relationships within assigned territory.
- Develop and maintain supportive and positive relationships with all management, peers, local sales support staff, with internal business teams and all other external partners.
- Develop a clear understanding of our business and our diverse Group product portfolio.
- Gain a thorough understanding of our complex business relationships within the brokerage community and with the clients we service.
- Support new sales initiatives developed by Guardian to increase sales of existing products and/or develop sales of new products.
- Demonstrate a strong understanding of Guardian’s mission and Group Sales’ strategic vision.
- Participate in the implementation of new cases and enrollment meetings.
- Handle any other duties as needed and as assigned by management.
- Participate in departmental and organization-wide projects and committees designed to enhance the client experience and relationship improve efficiency and improve knowledge.
- Learn and utilize the best practices and follow standard operating procedures. Also, identify internal process, policy, procedural or technology issues that may be adversely impacting client satisfaction. Partner with peers to identify and implement solutions.
- Develop and maintain supportive and positive relationships with all management, peers and external partners.
- Become proficient in Guardian’s technology offerings and be able to explain them to brokers and clients to help them solve a variety of problems
- Demonstrates a strong understanding of Guardian’s mission and Group Sales’ strategic vision.
- Will be required to handle all other reasonable duties as needed and as requested by management.
Position Qualifications:
- Four-year college graduate
- Excellent interpersonal, presentation and collaboration skills
- Strong ability to influence and persuade
- Strong oral and written communication skills
- Curiosity to ask the right questions to uncover client needs
- Ability to work with a team to achieve optimal sales results
- Goal and results-oriented with strong planning and organizational skills
- Highly energized, motivated self-starter with problem-solving skills
Travel: Up to 25% travel in the first year.
This position may call for you to come on campus or attend an in-person Guardian-sponsored event.
In addition to the start of a great career path, we offer our employees:
- Benefits
- Retirement and 401k
- Paid parental leave and backup family care
- Medical, dental, vision plans
- Life and disability insurance
- Paid Time Off
- Wellness discounts - work-life balance: We recognize the importance of a work life balance. We promote healthy lifestyles and flexible work arrangements for our employees.
- This role is based on campus in one of our regional sales offices (RGOs) but will also require the ability to work off campus.
Any offer of employment will be contingent upon the candidate’s affirmation of being Fully Vaccinated prior to commencing employment in the new role. New hires will have five business days from their start date to provide proof of vaccination through our Vaccination Status Confirmation Form. “Fully Vaccinated” means that at least two weeks have elapsed since you received the recommended number of doses of any COVID-19 vaccine that is currently fully approved, or authorized for emergency use, by the Food and Drug Administration or that have been listed for emergency use by the World Health Organization.
If an applicant is unable to be vaccinated due to a medical condition or a sincerely held religious belief, practice or observance, Guardian may provide reasonable accommodations. This policy may not apply to any Guardian colleagues working in a local jurisdiction (state, county, or city) that implements a law prohibiting a private employer from requiring vaccination, unless there is an applicable vaccine mandate from the federal government that would supersede the vaccination laws of the local jurisdiction. Guardian, in its sole discretion, may modify or terminate this requirement at any time.
About Guardian:
As a company and as employees, we are engaged in a variety of initiatives such as volunteering within our local communities, educational alliances with colleges, focusing on sustainability, and promoting diversity and inclusion. Guardian has been helping people protect their futures and secure their lives for more than 150 years. Every day, we serve approximately 27 million people through a range of insurance and financial products.
As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian.
Learn more about Guardian at guardianlife.com Guardian is an equal opportunity employer.
All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.