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Client Executive, Key Markets

$102.54k - $168.45k

Guardian Life Insurance

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 outcomesOwn portfolio health by balancing retention, growth, persistency, and profitability objectives while developing strategies to mitigate risk and improve financial outcomesIdentify and drive in-group growth opportunities through participation analysis, product penetration strategies, and cross-sell initiatives across existing PEO relationshipsOwn and achieve assigned business performance objectives, including sales growth, persistency, retention, renewal execution, profitability, and participation expansion across the PEO portfolioLead client strategy and stewardship meetings, sales strategy discussions, and annual planning sessions to align solutions with business objectivesConduct financial, operational, and market analyses to identify opportunities for improved profitability, retention, and business performanceDevelop and recommend innovative plan design and policy solutions tailored to client needs and long-term goalsLead the policy renewal process, providing strategic guidance and expert consultation to clients and internal partnersLeverage industry expertise to address complex client inquiries and develop customized solutions across the client lifecycleReview and negotiate client contracts, policy documents, and broker agreements to secure favorable terms and minimize organizational riskPartner with internal teams, i.e. technology, operations, implementation, and product to execute account strategies, support growth initiatives, and deliver exceptional client outcomesYou Have:Bachelor's degree or equivalent experienceUnderstanding of the competitive landscape, regulatory considerations, and emerging trends impacting the PEO marketSignificant experience in PEO, employee benefits, insurance, HR services, or consultative account managementStrong strategic planning, financial analysis, negotiation, and relationship management skillsProven ability to influence senior stakeholders and lead complex client engagementsStrong analytical skills, with the ability to translate data into actionable strategiesConsultative selling mindset with experience identifying growth and cross-sell opportunitiesDeep understanding of group benefits products and client lifecycle managementStrong communication and presentation skills, with the ability to engage senior stakeholdersAbility to work across teams and navigate a complex, matrixed organizationAdaptability, sound judgment, and a strong focus on delivering results in a fast-paced environmentProficiency in Microsoft Office, Salesforce, Tableau, and related toolsWhy this role:High-impact opportunity to shape client strategy across PEOsDirect influence on retention, growth, and profitability outcomesVisibility across senior leaders, broker partners, and key clientsOpportunity to operate as both a relationship leader and a business driverLocation 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 preferredTravel:Approximately 30% travel is required for this positionSalary Range:$102,540.00 - $168,450.00The 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 PromiseAt 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-BeingAs 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 . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian 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.AccommodationsGuardian 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 View email address on click.appcast.io. 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 SponsorshipGuardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.Notice Regarding Guardian’s Use of Artificial Intelligence in RecruitmentAs 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 ). 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 View email address on click.appcast.io, 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 View email address on click.appcast.io, 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.SummaryLocation: Chicago - Regional Office; Boston; Holmdel; Plano/Dallas Area - Regional Office; Bethlehem; Atlanta - Regional Office; New YorkType: Full time

Vacancy posted 1 day ago
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