Client Executive, Advisory Market - Greater New York City

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