Client Executive, Advisory Market

🔥 19 hours ago

🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $134.5k - $184.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Guardian Life

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1860

💸 Finance

🧘 Wellness

💰 Non Equity Assistance on 2016-08

Finance • Insurance • Wellness

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• 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

• 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

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