The Client Executive, Key Markets serves as a strategic advisor to PEO clients, driving retention, profitability, and long-term business growth. This role develops executive-level client relationships, leads strategic planning and renewal initiatives, identifies opportunities for innovative plan and policy solutions, and negotiates contracts and broker agreements to optimize outcomes while managing risk. Leveraging deep industry expertise and a consultative approach, the Client Executive delivers customized solutions that align client objectives with business goals and enhance the overall client experience.
You Will:- Develop and maintain strategic relationships with broker partners, consultants, and PEO leadership teams to strengthen Guardian's market position and influence retention, growth, and renewal outcomes
- Own portfolio health by balancing retention, growth, persistency, and profitability objectives while developing strategies to mitigate risk and improve financial outcomes
- Identify and drive in-group growth opportunities through participation analysis, product penetration strategies, and cross-sell initiatives across existing PEO relationships
- Own and achieve assigned business performance objectives, including sales growth, persistency, retention, renewal execution, profitability, and participation expansion across the PEO portfolio
- Lead client strategy and stewardship meetings, sales strategy discussions, and annual planning sessions to align solutions with business objectives
- Conduct financial, operational, and market analyses to identify opportunities for improved profitability, retention, and business performance
- Develop and recommend innovative plan design and policy solutions tailored to client needs and long-term goals
- Lead the policy renewal process, providing strategic guidance and expert consultation to clients and internal partners
- Leverage industry expertise to address complex client inquiries and develop customized solutions across the client lifecycle
- Review and negotiate client contracts, policy documents, and broker agreements to secure favorable terms and minimize organizational risk
- Partner with internal teams, i.e. technology, operations, implementation, and product to execute account strategies, support growth initiatives, and deliver exceptional client outcomes
You Have:- Bachelor's degree or equivalent experience
- Understanding of the competitive landscape, regulatory considerations, and emerging trends impacting the PEO market
- Significant experience in PEO, employee benefits, insurance, HR services, or consultative account management
- Strong strategic planning, financial analysis, negotiation, and relationship management skills
- Proven ability to influence senior stakeholders and lead complex client engagements
- 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 PEOs
- 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
Location and Work Arrangement:- Preferred locations include the following: Atlanta, GA; Bethlehem, PA; Boston, MA; Chicago, IL; Holmdel, NJ; New York, NY; and Plano, TX.
- Combination of in-office and remote preferred
Travel:- Approximately 30% travel is required for this position
Salary Range:$102,540.00 - $168,450.00
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.
