Full-Time

Client Executive

Advisory Market

Confirmed live in the last 24 hours

Guardian Life

Guardian Life

Provides insurance and financial services

Financial Services

Compensation Overview

$78.2k - $119.6kAnnually

+ Annual Compensation + Sales Incentives + Other Incentive Compensation

Senior

New York, NY, USA

Successful hire must be based in the Greater New York City area.

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Tableau
Salesforce
Customer Service
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • 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
Responsibilities
  • 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
Desired Qualifications
  • BA or BS degree preferred or equivalent work experience

Guardian Life Insurance Company of America offers a variety of insurance and financial products aimed at providing financial security to individuals, families, and businesses. Their main offerings include life insurance, disability insurance, dental insurance, and annuities, which help protect clients against unexpected life events and ensure a steady income stream, especially for retirees. Guardian generates revenue through premiums paid by policyholders and investment income from those premiums. What sets Guardian apart from its competitors is its strong reputation for reliability, as recognized by various awards, and its commitment to equity and inclusion within its workforce and community initiatives. The company's goal is to help clients safeguard their financial well-being while promoting diversity and support for caregivers.

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1860

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Uber Health enhances disability support and healthcare access.
  • Integration with Workday Wellness improves employee benefits experience and satisfaction.
  • Investment in Nayya positions Guardian at the forefront of digital transformation.

What critics are saying

  • Competition from tech-driven startups could erode Guardian's market share.
  • Digital-only insurers offering lower premiums may attract price-sensitive customers.
  • Economic uncertainty may reduce consumer spending on insurance products.

What makes Guardian Life unique

  • Guardian Life offers a comprehensive range of insurance and financial products.
  • The company has a strong reputation for customer service, recognized by J.D. Power.
  • Guardian's commitment to equity and inclusion sets it apart in the industry.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Paid Parental Leave

Paid Family and Medical Leave

Wellness Program

Mental Health Support

401(k) Retirement Plan

401(k) Company Match