Client Executive, Advisory Market - Newport Beach, CA

Overview

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.

• 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:
  • Persist customers through proactive engagement and relationship management
  • Grow premium by identifying cross‑selling opportunities across in‑force clients
  • Maintain disciplined focus on case‑ and book‑level profitability
  • Support 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

• Hybrid work model – must reside within Southern California
• Approximately 30% travel required

Salary Range: $ – $. The salary range reflects a good‑faith estimate of base pay for the primary location. The final salary will be determined based on education, experience, knowledge, and abilities of the successful candidate. This role may also be eligible for annual or incentive compensation.

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.

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

Guardian is not currently or in the foreseeable future sponsoring employment visas. Applicants must be legally authorized to work in the United States without the need for employer sponsorship.