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Client Manager Associate, Select Market
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- The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business.
- Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representative’s authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant.
- Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select market segment.
- Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.)
- Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
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