CRM Manager/ SmartOffice
Guardian Life Insurance Company3.6
Job description
Position Summary

As Manager, Distribution Platforms you will be responsible for delivering and supporting a robust Customer Relationship Management (CRM) Platform for our nearly 3,000 financial representatives nationwide. You will lead the team which provides support and training to end users, while strategically working to enhance and improve the platform for greater efficiency and ease of use.

You Will:
  • Lead a team of 3-5 people who provide platform support to our field representatives
  • Consult with field representatives to understand their practice, set platform parameters, and educate on system usage & best practices
  • Work with vendor partner and internal IT resources to enhance platform functionality and integration with other systems
  • Prioritize field training needs, develop curriculum, and deliver in person and remote education
You Are:
  • A leader with a strong service orientation & sense of urgency. A creative thinker who can help set and execute direction to enhance platform usability and effectiveness
You Have:
  • 10 Years of experience in financial services or related field
  • Bachelors degree or equivalent experience
  • Expertise with sales CRM Systems & their usage, most particularly Ebix SmartOffice required
  • Experience with software development from a business requirements perspective preferred
  • The demonstrated ability to accelerate impact and lead change.

Location & Vaccination Requirements:
The primary location for this position can be either Work from Home (Remote) or On Campus at one of our Corporate Offices.

Up to 20% Travel required for this position

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.
We Offer:
  • Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
  • Competitive compensation
  • Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period
  • Life and disability insurance
  • A great 401(k) with match
  • Tuition assistance, paid parental leave and backup family care.
  • Dynamic, modern work environments that promote collaboration and creativity.
  • Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
  • Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity & inclusion in all that we do.
Primary Location:
Work From Home - NJ
Other Locations:
Full time
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.
report job
Can you identify a job scam?
Company details


10 Hudson Yards, New York, NY We have additional regional offices located at: 6255 Sterners Way, Bethlehem PA 605 East Holland Avenue, Spokane WA 2300 East Capitol Drive, Appleton WI 700 South Street, Pittsfield MA 101 Crawfords Corner Road, Holmdel NJ


5001 to 10000


$5B to $10B (USD)



Company Description
Every day, Guardian helps inspire well-being in our 29 million customers. Through a range of insurance and financial products and services, we help people realize their dreams. We’re committed to empowering companies to take care of their employees and helping the communities we serve to thrive. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being – mind, body, and wallet. We’re behind our customers every step of the way, whether they’re preparing their family for the future, overcoming loss, or making a comeback. From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing has guided everything we do. Now, we are courageously shaping the future together to build a better tomorrow for our customers. Our dedication to customers has helped us remain one of the most highly rated in client satisfaction and financial strength. And as one of the largest mutual insurance companies, we know what matters most: putting our customers first. Behind every bright future is a GuardianTM Learn more about Guardian at Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2022 The Guardian Life Insurance Company of America, New York, NY
Company ratings
  • Overall
  • Company & Benefits
    3.6 / 5
  • Culture & Values
    3.3 / 5
  • Career Opportunities
    3.1 / 5
  • Work/Life Balance
    3.6 / 5
  • Senior Management
    3.2 / 5
Company reviews
"Quick Burnout, No Flexibility, High Turnover Rate!!"
Former EmployeeCase Manager
This employer promotes flexibility and all of these other perks but IT IS NOT TRUE! Yes, you get PTO on day one but it is frowned upon if you have to use (even for emergencies). Flexibility is a big lie. They send you all of these monitors to work on but catch is you need all the monitors plus your laptop to do your job. Which means you can’t just take your laptop with you out on the porch and get fresh air while you work, you have to stay connected to all monitors to do your job. So if you’re thinking about being mobile with this job, think again. I was only employed here for three months and the burnout set in QUICKLY! The 6 week training was a waste of time because it does not prepare you for the actual work you’re doing. So once training is over you’re expected to perform at full capacity. There is no support from management. They only want you to process claim after claim like a robot. You only hear from management when you’re wrong, never when you’re doing good as a new hire. They want you to take your time and get things done right but if you take too long you’re accused of “riding the clock”. Please beware of Guardian Life!! I thought this would be an awesome work from home opportunity but I had more flexibility, training and support working in office at my previous jobs. I hate I waisted my time with this company. Not to mention they hired about 16 of us at one time. Red flag….high turnover rate. I also asked around to the other new hires about their feelings about the company thus far (we all started at the same time and went through training at the same time) and they all felt the same. We were stressed, did not fully understand how to do our jobs. We had very little support from our mentors who were supposed to assist us along the way post training. But the mentors were way too busy to even review our claims and return them back within the 24hr window. And don’t try to ask your mentor a question. They’ll just send you a link for you to go dig up the answers yourself. Most times us new hires asked each other for help which was way better than asking a mentor or management….and the nice nasty attitudes. Just find another remote job. Guardian Life Insurance is not a good company AT ALL!!

"Do not work here"
Former EmployeeCustomer Support Representative
You will not be appreciated as an employee. The training department can use a lot of improvement. The training was rushed and as an employee we were not trained well. They rush the entire training process. There is no work life balance. If you are sick and have doctors appointments they will not care. Management shows a lot of favoritism and could be unprofessional at times.

"Great place to work for people with families "
Current EmployeeSenior Business Analyst
Guardian is a great place to work. The leadership really cares about the individual workers and it’s like a family. The company is agile and not afraid to change of something doesn’t benefit the customers.

"Really a difficult place to work right now "
Current EmployeeAccount Manager
The current culture is horrible. Employees are not appreciated. Turnover is extremely high. Leadership does not listen to or respect staff. Employee shortages, outdated technology, and short sighted leadership are all creating issues. Constantly sending jobs to India only creates more problems and nothing is being processed correctly. Leadership would rather higher from outside the company than developing and promoting internal. Sales goals are unobtainable.