Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you adept at exhibiting an executive presence that projects confidence in the ability to steward sophisticated clients and consultant/broker partners? Are you a team player whose strength is collaborating across internal teams? Is a culture where “We Believe People Count,” “We Do the Right Thing”, “We Go Above & Beyond For The People We Serve”, and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a Client Executive who will be the main contact for their clients’ ongoing relationship management. The Client Executive is directly accountable for client satisfaction and enhancing the client experience.
You will:
-
Assume overall responsibility for managing sophisticated Plan Holder/client accounts with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
-
Lead the renewal process for assigned clients, including gathering necessary data, preparing proposals, and negotiating terms and pricing.
-
Service the account and build strong relationships with clients and brokers/consultants.
-
Work closely with the respective sales office to gain their buy-in for the account management strategy and position.
-
Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs.
-
Leads and directs client strategy meetings, and the strategic planning process.
-
Balance the needs of the client with those of the business.
-
Achieve yearly financial growth goals by identifying revenue optimization and block expansion opportunities.
You have:
-
BA or BS degree preferred or equivalent work experience
-
Minimum of 5 years of group insurance experience servicing accounts and/or account management
-
Strong customer service acumen
-
Demonstrated success in dealing with brokers/consultants as well as sophisticated clients
-
Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
-
Ability to leverage all sales enablement technology, training and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
-
Ability to operate in both an in-person and virtual environment and effectively build rapport in-person and virtually with customer and brokers/consultants
-
Ability to adapt to changes in a fast paced and dynamic environment
-
Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
-
Consultative selling skills and the ability to influence and persuade
-
Strong communication, presentation, consultative selling, and relationship building skills
-
Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation
-
Ability to collaborate across internal teams including collaborative selling
-
Strategic and critical thinking and basic math skills
-
Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base
-
Ability to exercise sound judgment and deal with conflict
-
Ability to exude confidence and demonstrate optimism and positive attitude
-
Advanced organizational and time management skills
-
Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements
Location and Travel:
- Successful hire must be based in the Greater New York City area
- Regular travel in the local territory required
Salary Range
$78,230 - $119,645
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.
Health Care
-
Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
-
Dental plan
-
Vision plan
-
Health care accounts – flexible spending, health reimbursement, and health savings accounts
-
Critical illness insurance
Life and Disability Insurance
-
Company-paid Life and Disability insurance plus voluntary supplemental coverage
-
Accident insurance
Retirement and Financial
-
401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
-
Complimentary 1:1 financial guidance with a licensed Fidelity representative
Time Off and Remote Work
-
Flexible work arrangements (part in-person/part remote)
-
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
-
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
-
Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
-
Emotional well-being, mental health, and work/life resources powered by Spring Health
-
Wellness programs, including fitness program and equipment reimbursement
-
Child, adult, and elder back-up care support through Bright Horizons
-
Adoption assistance
-
College planning
-
Tuition reimbursement
-
Student loan assistance
-
Commuter benefits in select metropolitan areas
Equity & Inclusion
Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:
-
Employee Resource Groups:
-
Colleague Connection Committees
-
Community Involvement Committees
A culture that encourages colleagues to bring their authentic selves to work
-
Voluntary self-ID
-
Pronunciation and phonetic spelling of names
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 [email protected].
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday
Top Skills
What We Do
Who we are
Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.
Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.
As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.
What we stand for
In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve.
Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future.
Disclosures:
Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25
