Strategic Client Executive for Advisory Growth

Guardian Life; Newport Beach (CA); Hybrid; USD 134,460 - 184,890; Full time

Benefits offered by this job

Professional development opportunities

Hybrid work model

Comprehensive benefits package

Job summary

Guardian Life is seeking a Client Executive for its Newport Beach, CA office. This role involves managing complex client relationships in the Group Benefits business, ensuring exceptional client experiences and driving profitable growth.

Qualified candidates will have over 5 years of experience in group insurance or account management, with a strong consultative sales approach and proficiency in Salesforce and Tableau. The position offers a hybrid work model.

Qualifications

• 5+ years of group insurance or account management experience, preferably with large or complex clients.
• Proven ability to manage broker/consultant relationships.
• Strong analytical skills to translate data into strategies.

Responsibilities

• Own and manage a portfolio of sophisticated client accounts.
• Build trusted relationships with clients and broker/consultant partners.
• Drive client strategies supporting key business priorities.

Skills

Group insurance or account management experience

Analytical skills

Consultative selling mindset

Strong communication and presentation skills

Proficiency in Microsoft Office, Salesforce, Tableau

Education

Experience with large or complex clients

Tools

Salesforce

Tableau

Microsoft Office

Job description

Guardian Life is seeking a Client Executive for its Newport Beach, CA office. This role involves managing complex client relationships in the Group Benefits business, ensuring exceptional client experiences and driving profitable growth.

Qualified candidates will have over 5 years of experience in group insurance or account management, with a strong consultative sales approach and proficiency in Salesforce and Tableau. The position offers a hybrid work model.