IM Operations Generalist – New Business at Guardian Life Insruance

Posted in General Business 2 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Bethlehem, Pennsylvania





Job Description:

Position Summary
Enhance the customer experience by continuously providing superior service, accurately analyzing and processing Individual Life and Disability applications. Provide efficient, error free processing considering the long term outcome and the needs of partners/clients when making decisions. The ability to operate in a cross-functional team environment is essential.

Candidate Responsibilities


  • Earn the trust and confidence of customers by owning the customer experience and making adjustments as needed to strengthen customer touch points and interpersonal skills

  • Review application documents for good order to ensure compliance with state and regulatory guidelines.



  • Support case work across all new business teams to ensure work is completed within required time frames.


  • Interface with Guardian agency new business contacts to support case handling.


  • Assess, prioritize, and process account requests for end customers and field partners

  • Adhere to guidelines and ability to utilize resources, i.e., SOP's, in order to complete assigned work, ensuring work is in good order

  • Maintain attention to detail to mitigate risk and client facing errors

  • Exercise sound judgment, consulting with subject matter experts or management related to complex requests and escalations

  • Operate at a high level to consistently meet or exceed business unit quality and productivity standards

  • Work independently with minimal direction, seeking guidance as needed

  • Embrace and support change to move the organization forward in support of strategic goals and objectives


Reporting Relationships

  • This position reports to the Manager, IM Life and Disability New Business Operations
Functional Skills

  • Uphold Guardian's Core Values - We Do the Right Thing, People Count, and We Hold Ourselves to Very High Standards

  • Put the customer first and are the face of Guardian to our customers and end-users with a professional, positive attitude

  • Strive to provide superior products and customer service

  • Work effectively individually and build collaborative relationships that are mutually respectful

  • Uphold Guardian's commitment to ethical business practices

  • Demonstrate intellectual curiosity , take calculated risks, and exercise innovation

  • Proactively look at new and different ways of approaching work

  • Take ownership of personal growth and career development

  • Embrace diversity and inclusion

  • Strive to achieve superior results through high performance and execution excellence

  • Have an opportunity to make a difference and contribute to team outcomes


Position Qualifications


  • Experience in financial service industry or high touch customer service environment preferred

  • Solid verbal and written communication skills

  • Ability to successfully prioritize and process transactions

  • Consistent track record meeting performance goals

  • Strong organizational skills and attention to detail

  • Ability to use sound judgment

  • Ability to use discretion and make decisions with leadership assistance

  • Proficiency in Outlook, Microsoft Word and entering data into Excel spreadsheets preferred

Every day, Guardian gives 26 million Americans the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, we're a Fortune 250 mutual company and a leading provider of life, disability and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of ~9000 employees and our network of over 2750 financial representatives is committed to serving with expertise when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2017 included $8.0 billion in capital and $1.6 billion in operating income. For more information, please visit guardianlife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.

Guardian® is a registered trademark of the Guardian Life Insurance Company of America.

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.