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About the Role

The Client Executive, Key Markets serves as a strategic advisor to PEO clients, driving retention, profitability, and long-term business growth. This role develops executive-level client relationships, leads strategic planning and renewal initiatives, identifies opportunities for innovative plan and policy solutions, and negotiates contracts and broker agreements to optimize outcomes while managing risk. Leveraging deep industry expertise and a consultative approach, the Client Executive delivers customized solutions that align client objectives with business goals and enhance the overall client experience.

Responsibilities

Develop and maintain strategic relationships with broker partners, consultants, and PEO leadership teams to strengthen Guardian's market position and influence retention, growth, and renewal outcomes
Own portfolio health by balancing retention, growth, persistency, and profitability objectives while developing strategies to mitigate risk and improve financial outcomes
Identify and drive in-group growth opportunities through participation analysis, product penetration strategies, and cross-sell initiatives across existing PEO relationships
Own and achieve assigned business performance objectives, including sales growth, persistency, retention, renewal execution, profitability, and participation expansion across the PEO portfolio
Lead client strategy and stewardship meetings, sales strategy discussions, and annual planning sessions to align solutions with business objectives
Conduct financial, operational, and market analyses to identify opportunities for improved profitability, retention, and business performance
Develop and recommend innovative plan design and policy solutions tailored to client needs and long-term goals
Lead the policy renewal process, providing strategic guidance and expert consultation to clients and internal partners
Leverage industry expertise to address complex client inquiries and develop customized solutions across the client lifecycle
Review and negotiate client contracts, policy documents, and broker agreements to secure favorable terms and minimize organizational risk
Partner with internal teams, i.e. technology, operations, implementation, and product to execute account strategies, support growth initiatives, and deliver exceptional client outcomes

Requirements

Understanding of the competitive landscape, regulatory considerations, and emerging trends impacting the PEO market
Significant experience in PEO, employee benefits, insurance, HR services, or consultative account management
Proven ability to influence senior stakeholders and lead complex client engagements
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
Must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Skills

Strong strategic planning, financial analysis, negotiation, and relationship management skills
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
Proficiency in Microsoft Office, Salesforce, Tableau, and related tools

Location

Atlanta, GA
Bethlehem, PA
Boston, MA
Chicago, IL
Holmdel, NJ
New York, NY
Plano, TX

Work Type

Combination of in-office and remote preferred
Approximately 30% travel is required

Experience Level

Significant experience in PEO, employee benefits, insurance, HR services, or consultative account management

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

$102,540.00 - $168,450.00

Benefits

Support and flexibility to achieve professional and personal goals
Skill-building, leadership development and philanthropic opportunities
Opportunities to build communities and grow your career
Contemporary, supportive, flexible, and inclusive benefits and resources

About the Company

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.
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.
Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.
Benefits apply to full-time eligible employees.
Interns are not eligible for most Company benefits.

Equal 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.
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 MyHR@glic.com.
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B).