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Client associate Jobs in Plano, TX

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Client associate • plano tx

Last updated: 22 hours ago

Client Manager Associate - Premier Market, Dallas

Guardian Life InsurancePlano, TX, United States
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 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 hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...Show more

 • Promoted

Client Advocate

Data Analysis Inc.Plano, TX, United States
Full-time

Founded in 1973, O'Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals...Show more

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

Associate Strategic Client Executive - National Health Plans

ZelisPlano, TX, United States
Full-time

Associate Strategic Client Executive.The Associate Strategic Client Executive (Associate SCE) role will serve as the primary point of contact for Zelis for their assigned book of business.The Assoc...Show more

Surety Client Advisor

AcrisureAddison, TX, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...Show more

Client Service Associate

JPMorgan ChasePlano, TX, United States
Full-time

Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization.The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization will be the team supporting...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

Client Service Officer

Texas Capital BankRichardson, TX, United States
Full-time

Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly expe...Show more

Client Onboarding Implementation Associate

JPMorgan Chase Bank, N.A.Plano, TX, US
Full-time

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p...Show more

 • New!

Client Engagement Senior Associate, Tax Operations

CrowePlano, TX, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Client Consultant

Alpine Legacy GroupGarland, 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, growth,...Show more

Client Care Coordinator

Visiting Angels - Plano/LewisvillePlano, TX, US
Full-time
Quick Apply

Visiting Angels is looking for a In-Home Care Client Care Coordinator to join our team in our Plano/Lewisville office.MUST HAVE AT LEAST 2 YEARS OF IN-HOMECARE EXPERIENCE.Applicants may contact Age...Show more

Client Operations Analyst

CornerStone Professional PlacementPlano, TX, US
Full-time +1
Quick Apply

Full-time, onsite (supports global clients; adjusted hours required).This is not a trade processing, reconciliation, or reporting-only position.We’re looking for someone who owns client onboarding ...Show more

International Client Service Associate

Fisher InvestmentsPlano, TX, United States
Full-time

International Client Services Associate.Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling Internationa...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 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 Liason

Hide and Seek RecoveryPlano, TX, United States
Full-time

Ready to turn your detective instincts into a career?.HNS Recovery a family-owned powerhouse that's grown 25%+ every yearis expanding fast, and we need sharp, relentless Skip Tracers to join our Pl...Show more

Client Accountant

Witherite Law GroupRichardson, TX, United States
Full-time

Richardson, Texas, United States.Witherite Law Group (WLG) is a personal injury law firm specializing in motor vehicle accidents.Our vision is to improve the life of each person we serve.Whether it...Show more

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Client Manager Associate - Premier Market, Dallas

Client Manager Associate - Premier Market, Dallas

Guardian Life InsurancePlano, TX, United States
14 days ago
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.