Client Executive, Advisory Market

Guardian Life

Client Executive managing large client accounts for group benefits at Guardian. Focused on client relationship and driving retention and profitability throughout account lifecycle.

Posted 7/20/2026full-timeRemote • California, Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $134,460 - $184,890 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex client accounts and driving growth through strategic relationship management and consultative selling. Proficient in data analysis and developing actionable strategies to enhance client retention and profitability.

Highest-signal resume keywords

Group Insurance ExperienceAccount ManagementAnalytical SkillsConsultative SellingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data AnalysisClient Lifecycle ManagementCross-Selling StrategiesRenewal Process ManagementProfitability Focus

Soft Skills

Strong CommunicationPresentation SkillsAdaptabilitySound JudgmentRelationship Management

Tools & Technologies

Microsoft OfficeSalesforceTableau

Industry Keywords

Group Benefits ProductsBroker RelationshipsClient StrategiesAnnual Enrollment StrategiesMatrixed Organization

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

Health insurance
401(k) matching
Flexible work hours
Paid time off