Job details

Client Outreach Specialist

Position Summary

As a Client Outreach Specialist, you will partner with Guardian General Agencies to help drive referrals and enhance the customer experience through proactive outreach to existing clients. You will also work to test new client retention and lead generation efforts.

You are

A strong communicator who can break down complex concepts into simple language
Excellent Relationship Management/Client Relations skills
Demonstrate abilities in time management, including managing multiple projects and meeting strict deadlines
Highly energized, motivated self-starter with critical thinking skills
Team Player with ability to build relationships and effectively interact both internally and externally

You will

Partner with General Agencies and Financial Representatives
Uncover policy issues and provide problem resolution
Identify potential sales and planning opportunities
80% of the day will be spend on the phone making outbound calls or answering inbound calls
Deliver high level of support to clients and prospects
Handle inbound service calls
Collaborate with General Agents, Financial Representatives, and staff members to help drive sales and service clients
Participate in Lead Generation efforts
Proactively call clients and prospects

You have

3+ years life insurance sales and support experience
Strong insurance knowledge
Life and Health Licenses
College Degree or relevant work experience
Excellent analytical, verbal, and written communication skills, with strong sense of accountability
Must be able to work independently and as part of a team
Ability to work remotely with access to high-speed internet services
Customer service experience required
Bilingual (Spanish Language) a plus

Travel

Occasional travel to office may be required.

Location

Bethlehem (PA), Holmdel (NJ), Pittsfield (MA), NYC (Hudson Yards)
Hybrid Schedule - 2 days in office & 3 work from home

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.

Salary Range

$55,570.00 - $111,140.00

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.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance

Life and Disability Insurance

Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance

Retirement and Financial

401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas

Justice, Equity, Diversity & Inclusion (J.E.D.I.)

Employee Resource Groups that advocate for inclusion and diversity
J.E.D.I. certification and training programs
Matching gifts/volunteering

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. 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

applicant_accommodation@glic.com

By Guardian Life

In 2021, we expanded our purpose as an organization to inspire well-being™. We established Guardian’s North Star going forward and began a three- to five-year process of transformation and progress. The effort gained momentum last year across our ...

FUNDING

INDUSTRY

TEAM SIZE

LOCATION

Hybrid, based in New York, NY

DATE POSTED

June 10, 2023