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Client Executive, Advisory Market - Newport Beach, CA

June 6, 2026

<div>Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes. As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business. You Will: <ul><li>Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitability</li><li>Build trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partner</li><li>Lead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actions</li><li>Drive client strategies that support key business priorities, including:<ul><li>Persisting customers through proactive engagement and relationship management</li><li>Growing premium by identifying cross-selling opportunities across in-force clients</li><li>Maintaining disciplined focus on case- and book-level profitability</li><li>Supporting thoughtful, effective annual enrollment strategies</li></ul></li></ul> <ul><li>Partner closely with sales, underwriting, and internal teams to deliver aligned, integrated client solutions</li><li>Lead client strategy discussions and planning sessions, balancing client needs with business objectives</li><li>Identify opportunities to expand and strengthen client relationships, driving long-term value and revenue growth</li></ul> You Have: <ul><li>5+ years of group insurance or account management experience, preferably with large or complex clients</li><li>Proven ability to manage broker/consultant relationships and influence client outcomes</li><li>Strong analytical skills, with the ability to translate data into actionable strategies</li><li>Consultative selling mindset with experience identifying growth and cross-sell opportunities</li><li>Deep understanding of group benefits products and client lifecycle management</li><li>Strong communication and presentation skills, with the ability to engage senior stakeholders</li><li>Ability to work across teams and navigate a complex, matrixed organization</li><li>Adaptability, sound judgment, and a strong focus on delivering results in a fast-paced environment</li><li>Proficiency in Microsoft Office, Salesforce, Tableau, and related tools</li></ul> Why this role: <ul><li>High-impact opportunity to shape client strategy across large, complex accounts</li><li>Direct influence on retention, growth, and profitability outcomes</li><li>Visibility across senior leaders, broker partners, and key clients</li><li>Opportunity to operate as both a relationship leader and a business driver</li></ul> Work Arrangement and Location: <ul><li>Hybrid work model</li><li>Must reside within Southern California</li></ul> Travel: <ul><li>Approximately 30% of travel is required for this position</li></ul> Salary Range: $134,460.00 - $184,890.00 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.</div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...