Client Executive, Advisory Market - Newport Beach, CA

Guardian Life Insurance•Newport Beach, CA

2d•$134,460 - $184,890•Hybrid

About The Position

Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes. As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business.

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
Must reside within Southern California
Legally authorized to work in the United States, without the need for employer sponsorship

Responsibilities

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