Full-Time

Client Manager

Posted on 11/24/2025

Guardian Life

Guardian Life

10,001+ employees

Offers life, disability, dental insurance, annuities

Compensation Overview

$53k - $87.9k/yr

+ Annual Incentive + Sales Incentive

Newport Beach, CA, USA + 2 more

More locations: New York, NY, USA | Bethlehem, PA, USA

Hybrid

One day per week on-site; regular travel is required.

Category
Sales & Account Management (1)
Requirements
  • BA or BS degree preferred or equivalent work experience
  • Minimum of 3 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
Responsibilities
  • Assume overall responsibility for managing planholder/client accounts for Key Market Relationships with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
  • Build strong relationships with clients and brokers/consultants through in-market presence
  • Work closely with the respective sales representative to gain their buy-in for the account management strategy and position
  • Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs
  • Balance the needs of the client with those of the business
  • Achieve yearly financial growth & persistency goals
  • Regular travel is required
  • The work arrangement is "Mobile," requiring one day per week in a local Guardian Office
  • Preferred locations for this position include Newport Beach, CA; New York, NY; and Bethlehem, PA

Guardian Life provides insurance and financial products, including life, disability, and dental insurance, as well as annuities and employee benefits. These products work by collecting premiums to provide financial protection against uncertainties and generating investment income to fund steady payouts for retirees. The company distinguishes itself through its mutual structure and high financial reserves, alongside a public commitment to diversity and inclusion recognized by organizations like J.D. Power and the Human Rights Campaign. Guardian’s goal is to help individuals and businesses protect their financial well-being and secure their long-term future through reliable planning and coverage.

Company Size

10,001+

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

  • Record $2.5B operating income and $1.7B policyholder dividend drive mutual company value.
  • Organizational restructuring into three business units aligns accountability for growth strategy execution.
  • AI Force platform accelerates enterprise-wide innovation and streamlines IT operations efficiency.

What critics are saying

  • DOL vacated 2024 Fiduciary Rule March 2026, restoring 1975 standards and reducing advisor liability protections.[1][2][3]
  • New York DFS regulation mandates 30% RILA crediting cap reduction by 2027, impacting MarketPerform sales.[5]
  • Avantos platform security breach could expose client data and trigger A.M. Best rating downgrade.

What makes Guardian Life unique

  • AI partnerships with Avantos and HCLTech modernize advisor productivity and core IT operations.
  • First carrier offering fertility health and caregiving support in hospital indemnity insurance.
  • Guardian MarketPerform RILA expands to New York with customizable investment options.

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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

Company News

JonHope Publishing Company, Inc.
Feb 26th, 2026
Guardian Announces Strategic Partnership With Avantos

Guardian announces strategic partnership with Avantos. Next-generation technology will help Guardian advisors deepen client relationships and support clients' financial well-being. NEW YORK, Feb. 26, 2026 /PRNewswire/ - The Guardian Life Insurance Company of America(R)(Guardian) has announced a strategic partnership with Avantos, an AI-native operating system built to modernize how financial institutions onboard and service clients. With Avantos' platform, Guardian's financial advisors will soon be able to leverage next-generation technology to deepen client relationships and better support their holistic financial well-being. As part of the first phase of the partnership, advisors will be able to: * Connect data, teams, and workflows in a single intelligent system, ensuring streamlined, compliant, and consistent onboarding experiences. * Reduce friction in management of clients, improving advisor productivity. * Deliver agility and scalability that help advisors service clients more effectively. Over time, Guardian's financial advisors will have access to additional Avantos-powered capabilities, with AI tools designed to help advisors support all facets of clients' investment and protection needs. In addition to using the platform for its advisors, Guardian is also a strategic insurance partner for Avantos and has made an investment in the company. Guardian's early-stage investment in Avantos underscores its confidence in the transformative potential of AI and its commitment to leveraging the technology to modernize its platforms and further enhance its wealth management capabilities. "Guardian's partnership with Avantos builds on our broader innovation portfolio to empower our advisors to serve as trusted partners in clients' financial lives," said Mike Perry, Head of Client Solutions and Wealth Management at Guardian. "Especially as clients look to navigate the impact and complexity of today's uncertain market, we're making sure our advisors have the tools they need to improve productivity so they can focus on helping clients realize their financial plans and goals." "Avantos was built as an AI-native operating system to modernize how institutions onboard and service clients. We're excited to partner with Guardian to help ensure their advisors can spend more time with clients - and less time in systems," said Rabih Ramadi, Co-Founder and Co-CEO at Avantos. The partnership with Avantos builds on other recent enhancements to Guardian's wealth management capabilities, including the addition of Mike Perry to Guardian's leadership team as Head of Client Solutions and Wealth Management. In January 2026, Guardian also introduced the Guardian Wealth Advanced Markets team, whose members include attorneys, CPAs, CLUs, ChFCs, and tax professionals who have over 255 cumulative years of experience in advanced planning for individuals, businesses, and wealth transfer. With the launch of their inaugural The Year Ahead report, the Guardian Wealth Advanced Markets team provides real-time insights, counsel, commentary, and resources to financial advisors to help support every angle of clients' financial lives. About Guardian. Guardian makes a difference in the lives of people when they need them most. With 165 years of stability and fiscal integrity, they are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, they stand behind millions of consumers, helping them prepare and plan for a bright future for themselves and their families. They help business owners care for their employees. And they help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, they believe in driving value beyond dividends. They invest in their colleagues, are building an inclusive and innovative culture, and are helping to uplift communities through thoughtful corporate impact programs. Guardian, which is based in new york city, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Their colleagues and financial professionals serve with care and experience, and their commitments rest on a strong financial foundation, which included a 2026 dividend allocation of $1.7 billion - the largest in the company's history. For more information, visit guardianlife.com or follow them on facebook, linkedin, and youtube. About Avantos.

PR Newswire
Feb 26th, 2026
Guardian partners with Avantos to enhance wealth management with AI-driven platform

Guardian Life Insurance Company has announced a strategic partnership with Avantos, an AI-native operating system for financial services, and made an investment in the company. The partnership values Avantos at $1.45 billion, though specific investment terms were not disclosed. The collaboration will provide Guardian's financial advisors with AI-powered tools to streamline client onboarding, reduce administrative friction and improve productivity. Initially, advisors will access capabilities for connecting data and workflows in a single system. Additional AI tools supporting investment and protection needs will roll out over time. Guardian will also serve as a strategic insurance partner for Avantos. The deal follows recent enhancements to Guardian's wealth management operations, including appointing Mike Perry as Head of Client Solutions and Wealth Management and launching the Guardian Wealth Advanced Markets team in January 2026.

Industrial Front
Jan 29th, 2026
HCLTech ties up with Guardian Life to drive AI-led tech transformation

HCLTech ties up with Guardian Life to drive AI-led tech transformation. Synopsis: HCLTech has entered into a multi-year partnership with US-based Guardian Life Insurance to drive AI-led technology transformation, leveraging its GenAI platform AI Force to modernise IT operations and enhance customer experience. New Delhi: HCL Technologies Ltd (HCLTech) on Tuesday said it has been selected by The Guardian Life Insurance Company of America to support the US insurer's AI-driven technology transformation as part of a multi-year partnership. In a regulatory filing, HCLTech said the engagement will focus on modernising Guardian's core technology landscape, with an emphasis on AI-led transformation and streamlined IT operations. As part of the deal, Guardian will leverage HCLTech's GenAI service transformation platform, AI Force, to accelerate enterprise-wide innovation.

APN News
Jan 21st, 2026
Guardian appoints Karunakaran Azhisur as the Country Head - India

Guardian appoints Karunakaran Azhisur as the Country Head - India. New Delhi: Guardian India Operations Private Limited ("Guardian India"), the global capability centre for The Guardian Life Insurance Company of America(R)("Guardian"), today announced the appointment of Karunakaran (Karun) Azhisur as Country Head - India. In his new role as the Country Head - India, he will be reporting to Michael Prestileo, Chief Strategy Officer and Chair of the Guardian India Board. Furthermore, Karun will continue to serve as the Chief Information Officer (CIO) for Guardian India, partnering closely with Steve Rullo, Chief Digital & Technology Officer, to drive technology-led transformation and operational excellence. "Karun's extensive global experience and proven ability to drive complex transformations make him an ideal leader for Guardian India," said Prestileo. "His strategic vision and disciplined execution will be instrumental as we advance our technology strategy and accelerate innovation for our policyholders." "Guardian India's strength lies in its people and culture," added Karun. "As we move into the next phase of growth, my focus will be on building teams, nurturing leadership, and creating an environment where technology and talent come together to enable transformation." Karun brings over two decades of global technology and engineering leadership experience, having built and scaled high-performing software, data, and platform teams across the U.S. and India. His background spans senior leadership roles in global diversified enterprises and Silicon Valley - based technology firms, with deep expertise in product-centric operating models, enterprise-scale transformation, and next-generation digital platforms. Most recently, Karun has been leading AI-driven enterprise transformation initiatives, building agentic AI capabilities, modernizing core technology platforms, and scaling globally distributed product and engineering teams. His leadership philosophy emphasizes strong product ownership, engineering & operations excellence, and talent development as key enablers of sustainable business outcomes.

Money Marketing
Sep 18th, 2025
Guardian appoints Gower Wisdom as COO

Guardian has appointed Gower Wisdom as chief operating officer (COO), effective 1 November.

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