Client Executive, Advisory Market

Guardian Life

Client Executive managing a portfolio of complex client relationships within Group Benefits. Focusing on retention, growth, and implementing effective client strategies.

Posted 6/3/2026full-timeNewport Beach • California • 🇺🇸 United StatesMid-LevelSenior💰 $134,460 - $184,890 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitability
Build trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partner
Lead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actions
Drive client strategies that support key business priorities, including: Persisting customers through proactive engagement and relationship management
Growing premium by identifying cross-selling opportunities across in-force clients
Maintaining disciplined focus on case- and book-level profitability
Supporting thoughtful, effective annual enrollment strategies
Partner closely with sales, underwriting, and internal teams to deliver aligned, integrated client solutions
Lead client strategy discussions and planning sessions, balancing client needs with business objectives
Identify opportunities to expand and strengthen client relationships, driving long-term value and revenue growth

Requirements

What you’ll need

5+ years of group insurance or account management experience, preferably with large or complex clients
Proven ability to manage broker/consultant relationships and influence client outcomes
Strong analytical skills, with the ability to translate data into actionable strategies
Consultative selling mindset with experience identifying growth and cross-sell opportunities
Deep understanding of group benefits products and client lifecycle management
Strong communication and presentation skills, with the ability to engage senior stakeholders
Ability to work across teams and navigate a complex, matrixed organization
Adaptability, sound judgment, and a strong focus on delivering results in a fast-paced environment
Proficiency in Microsoft Office, Salesforce, Tableau, and related tools

Benefits

Comp & perks

Contemporary, supportive, flexible, and inclusive benefits and resources
Leadership development opportunities
Philanthropic opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysispricing alignmentcross-sellingclient lifecycle managementgroup benefits productsconsultative selling

Soft Skills

relationship managementanalytical skillscommunication skillspresentation skillsadaptabilitysound judgmentresults-oriented