Client Executive, Advisory Market

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Take ownership and oversee a diverse portfolio of sophisticated client accounts, ensuring strong outcomes in retention, growth, and profitability.

• Cultivate trusted relationships with clients and broker/consultant partners, establishing Guardian as a respected, long-term collaborator.

• Manage the renewal process comprehensively, which includes strategy formulation, data analysis, pricing alignment, and the execution of rate actions.

• Propel client strategies that align with key business priorities, such as retaining customers through proactive engagement and relationship management.

• Enhance premium growth by pinpointing cross-selling opportunities within existing clients.

• Maintain a disciplined focus on both case-level and book-level profitability.

• Assist in the development of thoughtful and effective annual enrollment strategies.

• Collaborate closely with sales, underwriting, and internal teams to provide coordinated and integrated client solutions.

• Facilitate client strategy discussions and planning sessions, balancing client requirements with business objectives.

• Spot opportunities to broaden and strengthen client relationships, fostering long-term value and revenue growth.

⛳️ Requirements

• A minimum of 5 years of experience in group insurance or account management, ideally with large or complex clients.

• Demonstrated ability to manage broker/consultant relationships and influence client outcomes effectively.

• Strong analytical abilities, capable of translating data into actionable strategies.

• Consultative sales approach with experience in identifying growth and cross-sell opportunities.

• Comprehensive understanding of group benefits products and client lifecycle management.

• Excellent communication and presentation skills, with the capacity to engage with senior stakeholders.

• Ability to collaborate across teams and navigate within a complex, matrixed organization.

• Adaptability, sound judgment, and a strong commitment to delivering results in a dynamic environment.

• Proficient in Microsoft Office, Salesforce, Tableau, and other related tools.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Paid time off