Work From Home, USA
43 days ago
Client Executive, Advisory Market - Florida

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 Florida areaRegular travel in the local territory required

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 applicant_accommodation@glic.com.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Confirm your E-mail: Send Email