Guardian Life Insurance

Client Executive, Advisory Market - Newport Beach, CA

Guardian Life Insurance$134K — $184K *
US-AnywhereRemote in Newport Beach, CA
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of group insurance or account management experience with complex clients
  • Proven ability to manage broker/consultant relationships
  • Strong analytical skills to translate data into actionable strategies
  • Consultative selling mindset with growth opportunity identification experience
  • Deep understanding of group benefits products and client lifecycle management
  • Strong communication and presentation skills for engaging senior stakeholders
  • Experience working in a complex, matrixed organization

Responsibilities

  • Own and manage a portfolio of sophisticated client accounts
  • Build trusted relationships with clients and broker/consultant partners
  • Lead the renewal process end-to-end
  • Drive client strategies supporting key business priorities
  • Partner closely with sales, underwriting, and internal teams
  • Lead client strategy discussions and planning sessions
  • Identify opportunities to expand and strengthen client relationships

Benefits

  • High-impact opportunity to shape client strategy across large 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
  • 30% travel required
Full Job Description
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:
    • 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


You Have:

  • 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


Why this role:

  • 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


Work Arrangement and Location:

  • Hybrid work model
  • Must reside within Southern California


Travel:

  • Approximately 30% of travel is required for this position


Salary Range:

$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.

About Guardian Life Insurance

Guardian Life Insurance Careers

Join the Guardian Life Insurance team today and be part of a company that values growth, leadership, and innovation. As a leading provider in the insurance industry, Guardian Life Insurance offers a wealth of job opportunities that empower you to shape your future and strengthen your professional skills. Work You’ll Do At Guardian Life Insurance, you’ll collaborate with a diverse team of experts dedicated to providing exceptional service and innovative solutions to our clients. Our culture thrives on inclusivity and the shared ambition of our team members to drive positive change in the insurance sector. Explore a variety of career paths in areas ranging from customer service to financial advisement, each offering the potential to engage with transformative projects that impact lives. Our commitment to professional growth is evident in our robust training programs, including leadership development and diversity training, designed to enhance your skills and advance your career. Innovative Work Guardian Life Insurance is at the forefront of integrating cutting-edge technology and personalized service. Join us and contribute to initiatives that redefine industry standards and lead to more predictive and personalized customer experiences. Be Part of a Great Team Our team at Guardian Life Insurance is our strongest asset. We foster an environment where creativity and effectiveness are encouraged, making it a perfect place for those who seek to innovate and excel in their careers. With a focus on nurturing talent, we offer comprehensive benefits, competitive salaries, and a supportive atmosphere that advocates work-life balance. Future-Proof Your Career With Guardian Life Insurance, your career is future-proof. Dive into a range of employment opportunities that not only align with your current skills but also challenge you to grow and expand your capabilities. Whether you’re looking for a full-time position, an internship, or even leadership roles, Guardian Life Insurance is committed to helping you find the right path. Stay Connected Join Our Team Discover the job opportunities waiting for you at Guardian Life Insurance. We are continuously hiring and looking for individuals who are passionate, driven, and ready to contribute to our mission. Search open positions that match your skills and interests, and take the first step towards a rewarding career with us. Keep Up to Date Stay informed with the latest career tips, industry insights, and company news—all from the professionals who make Guardian Life Insurance a leader in the insurance industry. Our careers blog provides valuable information to help you prepare for your next interview, polish your resume, and enhance your networking abilities. Job Alert Emails Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. Discover exciting and rewarding opportunities that await at Guardian Life Insurance, and see how you can contribute to our legacy of excellence and innovation. Join Guardian Life Insurance today and be part of a company that’s dedicated to your career growth and professional development.
Learn more about Guardian Life Insurance
Size
9,000 employees
Industry
Founded
1860

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