What are the responsibilities and job description for the Client Executive, Advisory Market - Newport Beach, CA position at Guardian Life?
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.
You Will:
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:
$134,460.00 - $184,890.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.
Visa Sponsorship
Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.
Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment
As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com.
Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
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.
You Will:
- 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
- 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
- High-impact opportunity to shape client strategy across large, complex accounts
- Direct influence on retention, growth, and profitability outcomes
- Visibility across senior leaders, broker partners, and key clients
- Opportunity to operate as both a relationship leader and a business driver
- Hybrid work model
- Must reside within Southern California
- Approximately 30% of travel is required for this position
$134,460.00 - $184,890.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.
Visa Sponsorship
Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.
Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment
As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com.
Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Salary : $134,460 - $184,890