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Client Executive, Large Market - Southern California, Arizona, Nevada

Company: Guardian Life
Location: Newport Beach
Posted on: March 13, 2023

Job Description:

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where "People Count," "We Do the Right Thing," and "We Go Above and Beyond for the People We Serve" important to you? If so, Guardian is seeking a Client Executive, Large Market who will be the main contact for clients to manage ongoing escalated service and the overall relationship with each client. He/she is directly accountable for client satisfaction and enhancing the client experience.You will:

  • Assume overall responsibility for managing Plan Holder/client accounts of 1,000+ lives with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
  • 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.
  • Balance the needs of the client with that of the business.
  • Achieve yearly financial growth goals.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 a virtual environment and effectively build rapport virtually.
    • 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.
    • Virtual 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:
      • The preferred locations for this position are Los Angeles, CA; San Diego, CA; Newport Beach, CA; Orange County, CA; Arizona, and Nevada, with a work arrangement of Work from Home.Salary Range$90,000 - $170,000---The 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.#GuardianSalesOur 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.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 insuranceLife and Disability Insurance
          • Company-paid Life and Disability insurance plus voluntary supplemental coverage
          • Accident insuranceRetirement 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 representativeTime 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 policiesEmotional 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 areasJustice, Equity, Diversity & Inclusion (J.E.D.I.)
                  • Employee Resource Groups that advocate for inclusion and diversity
                  • J.E.D.I. certification and training programs
                  • Matching gifts/volunteeringBenefits 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.Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. - -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 -.

Keywords: Guardian Life, Newport Beach , Client Executive, Large Market - Southern California, Arizona, Nevada, Other , Newport Beach, California

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