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Client associate Jobs in Plano, TX

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Client associate • plano tx

Last updated: 1 day ago

Client Manager Associate - Premier Market, Dallas

Guardian Life InsurancePlano, TX, United States
$45,570.00 yearly
Full-time

Client Manager Associate, Premier.Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept ... Show more

Client Coordinator

EPIC BrokersAddison, TX, United States
$60.00 hourly
Full-time

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled and driven by capable, committed people who share common... Show more

Client Sales Representative

Stratford DavisPlano, TX, us
Full-time

We proudly collaborate with one of the rapidly expanding organizations in the benefits industry.As growth continues throughout Dallas, Texas and nearby areas, we are seeking motivated individuals i... Show more

Client Success Manager

TradeJobsWorkForce75252 Dallas, TX, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Client Services Associate

TradeJobsWorkforce75251 Dallas, TX, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Principal Associate, Client Readiness

Capital OnePlano, TX, United States
Full-time +1

Principal Associate, Client Readiness/h2pThe Principal Associate will support Treasury Management (TM) sales throughout the sales readiness process.The primary responsibility of the Principal Assoc... Show more

Client Specialist

KnitWell GroupPlano, TX, United States
Full-time +1

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual... Show more

Client Solutions - Client Onboarding Associate

JPMorgan ChasePlano, TX, United States
Full-time

Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser... Show more

Client Service Associate-Wealth Management

Credent Wealth ManagementPlano, TX, United States
Full-time

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.The Client Service Associ... Show more

Associate Commercial Lines Client Service Manager (Small Business)

Arthur J Gallagher & CoPlano, TX, United States
Full-time

Property And Casualty Licensed Associate Commercial Lines Client Service Manager.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they'... Show more

Client Partner- Automotive

PerficientPlano, TX, United States
$170,000.00 yearly
Full-time

We are seeking a Dallas, TXbased Client Partner to shape and accelerate our partnership with a global leader in the Automotive industry, unlocking new growth, new value, and new AI-led possibilitie... Show more

Client Service Associate-Plano& Texas

RK PartnersPlano, Texas, United States
Full-time

Client Service Associate -PLANO Texas-On Site.We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interper... Show more

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent AdvisorPlano, TX, US
Full-time
Quick Apply

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.This position requires excellent customer service skills, problem... Show more

Client Success Senior Associate - Tech/Startup Banking

JPMorgan Chase Bank, N.A.Plano, TX, US
$80,750.00 yearly
Full-time

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.As a Client Success Senior Associate within the Commercial... Show more

Client Management Intership

Jellyfish Digital Group LimitedAddison, TX, United States
Full-time

Jellyfish Internship Opportunity.At Jellyfish, we believe in the power of diverse perspectives and inclusive collaboration.We welcome individuals who excel in collaborative, varied teams and value ... Show more

Client Service Associate

ChasePlano, TX, United States
Full-time

Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you'll build strong relationships with high-level execu... Show more

Client Consultant

Alpine Legacy GroupAllen, TX, US
Full-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more

Client Relations Manager

Minol USAAddison, TX, United States
Full-time

As the primary contact for assigned accounts, the CRM is responsible for maintaining the health and growth of existing client relationships.The Client Relations Manager is the internal customer adv... Show more

People also ask
Client Manager Associate - Premier Market, Dallas

Client Manager Associate - Premier Market, Dallas

Guardian Life InsurancePlano, TX, United States
30+ days ago
Salary
$45,570.00 yearly
Job type
  • Full-time
Job description

Client Manager Associate, Premier

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? 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 Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience.

You will:

  • Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
  • Build strong relationships with clients and brokers/consultants.
  • Work closely with the respective sales team on account management strategies and positions.
  • Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs
  • Balance the needs of the client with those of the business.
  • Achieve yearly financial growth goals.

You have:

  • BA or BS degree preferred or equivalent work experience.
  • Experience in account management or sales. Group insurance experience a plus
  • Strong customer service acumen.
  • Demonstrated success in working with brokers/consultants as well as sophisticated clients.
  • Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
  • Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Tableau, Salesforce.
  • Ability to flex environments, operating & building rapport effectively both in virtual and live environments
  • Ability to adapt to changes in a fast paced and dynamic environment.
  • Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
  • Consultative Selling Skills, negotiation skills, and the ability to influence and persuade.
  • Virtual communication, presentation, consultative selling, and relationship building skills.
  • Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
  • Ability to collaborate across internal teams including collaborative selling.
  • Strategic and critical thinking and basic math skills.
  • Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
  • Ability to exercise sound judgment and deal with conflict.
  • Ability to exude confidence and demonstrate optimism and positive attitude.
  • Advanced organizational and time management skills.
  • Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location

  • 1 day in office: Dallas/Fort Worth, TX office
  • Up to 25% travel within U.S.

Salary Range:

$45,570.00 - $74,865.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Equal Employment Opportunity

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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.