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Operations Specialist at Guardian

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Bethlehem, Pennsylvania





Job Description:

Position Summary

Do you want to be part of a collaborative Agent Contracting & Licensing team? Are you self-motivated, able to multi-task across several responsibilities and possess high quality interpersonal skills to effectively communicate with the field and business partners? Do you lead with a growth mindset? Do you challenge the status quo and take incentive to tackle new problems? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? If so, Guardian is seeking an Operational Specialist to provide 5-star customer service to our field partners by handling inbound/outbound calls, team emails and ensure our distributors have the appropriate credentials to sell Guardian products.

You are

A focused individual who is detailed oriented, consumer centric, and can develop relationships with our field partners and across the organization.

You will


  • Handle AC&L's #800 to support our field partners with their contracting and licensing questions

  • Respond to all voicemails and emails within 24 hours

  • Collaborate with your team, as necessary, to assure that we are providing world class service to our customers

  • Be the face of Guardian to our customers and end-users with a professional, positive attitude

  • Be responsible for supporting producer contracting, licensing, appointment and FINRA registrations for the enterprise. Below are some of the tasks you will be asked to complete:

    • Analyze onboarding applications for accuracy and completeness

    • Partner with Guardian General Agencies to onboard producers, educate and train staff on processes and support the maintenance of their producers' credentials

    • Communicate approvals and /or requirements to all requestors

    • Update all internal systems with accurate and timely information

    • Adhere to compliance requirements by state and regulatory bodies

    • Research state credentials and requirements as necessary

    • Reconcile producer appointment data with states



  • Develop comprehensive knowledge of Guardian's products and services

  • Contribute to achieve team goals

You have

  • Bachelor's Degree or 1- 2 years' experience preferred in insurance industry or high touch customer service environment

  • Capability to effectively communicate

  • Customer service experience is a plus

  • Knowledge of insurance products and/or financial services preferred

  • Strong organizational skills and attention to detail

  • Ability to use discretion and make decisions independently


Location & Vaccination Requirements

  • The primary location for this position is: Bethlehem, PA or Holmdel, NJ with work from home flexibility.

  • COVID - 19 vaccinations required for this position.

    • Any offer of employment will be contingent upon the candidate's affirmation of being Fully Vaccinated prior to commencing employment in the new role. New hires will have five business days from their start date to provide proof of vaccination through our Vaccination Status Confirmation Form. "Fully Vaccinated" means that at least two weeks have elapsed since you received the recommended number of doses of any COVID-19 vaccine that is currently fully approved, or authorized for emergency use, by the Food and Drug Administration or that have been listed for emergency use by the World Health Organization.

    • If an application is unable to be vaccinated due to a medical condition or a sincerely held religious belief, practice, or observance, Guardian may provide reasonable accommodations. This policy may not apply to any Guardian colleagues working in a local jurisdiction (state, county, or city) that implements a law prohibiting a private employer from requiring vaccination, unless there is an applicable vaccine mandate from the federal government that would supersede the vaccination laws of the local jurisdiction. Guardian, in its sole discretion, may modify or terminate this require at any time.




Our promise

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 innovation in a secure and compliant way.

  • Competitive compensation package.

  • 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 company match.

  • Tuition assistance, paid parental leave and backup family care.

  • Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.

  • Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.

  • Employee Resource Groups that advocate for inclusion and diversity in all that we do.

  • 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.


ABOUT GUARDIAN:

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health, and wealth. We help companies take care of their employees. And we help people recover and thrive after unexpected loss.

From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing for our policyholders and customers has guided everything we do. 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 the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at www.GuardianLife.com.

© Copyright 2021 The Guardian Life Insurance Company of America, New York, NY

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.





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