Job Description
Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a teammate who is adept at collaborating across internal teams? 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 a New Business Coordinator to join our sales support team who will assume overall responsibility for coordinating with Group Sales Consultants, Brokers/Planholders, Rating, Onboarding and Case Install to provide a positive customer service experience of the implementation of new business.
You will
The New Business Coordinator is accountable for coordinating the implementation of a new business case from notification of sale through final implementation to include:
- Communicate to Rating the sale of a case and ensuring that the Case Profile is sent to the broker timely.
- Follow up with the broker to ensure that the completed Case Profile is received and verify/provide any missing Ready for Onboarding (RFO) standards. The New Business Coordinator is also available to assist a broker/planholder with the completion of Case Profile.
- Confirm to whom commissions are to be paid and ensure proper licensing and appointment guidelines are met.
- Coordinate with Onboarding to verify information and review the list of missing information in an effort to verify/provide information that is already in house. Coordinate between the Sales Consultant and Rating on any plan changes that have an impact on rate.
- Follow up on missing eligibility to ensure timely receipt of information. Work with Sales Consultant and Underwriting to resolve an eligibility and/or participation issues.
- Use Salesforce to provide status updates during the implementation process.
- Understand the Onboarding and Case Installation processes, workflows and technical requirements needed to install a new business case.
- Answer questions, troubleshooting, and resolving issues during the implementation process.
You have
- College degree or equivalent work experience preferred.
- Two years of insurance experience or equivalent, preferably in a service-related function.
- Strong communication, computer and application skills
- Strong business knowledge.
- Experience collaborating with others.
- Customer-focused approach.
- Excellent written and verbal communication skills.
- Ability to facilitate discussions among Sales, Rating, Onboarding, Underwriting and Case Install and any other internal department.
- Ability to handle and manage multiple cases effectively and work under pressure to meet deadlines; adapt to change.
- Proven track record to work independently as well as part of a team.
- Attention to detail and time management skills.
- Group Insurance knowledge and experience a plus.
- Detailed understanding of the customer service needs of brokers/planholders.
Location
This is a flexible position requiring 2 days a week in Guardian's Plano, TX office.
Salary Range
$47,230.00 - $70,840.00
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.
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.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Health Care
- Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
- Dental plan
- Vision plan
- Health care accounts – flexible spending, health reimbursement, and health savings accounts
- Critical illness insurance
Life and Disability Insurance
- Company-paid Life and Disability insurance plus voluntary supplemental coverage
- Accident insurance
Retirement and Financial
- 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
- Complimentary 1:1 financial guidance with a licensed Fidelity representative
Time Off and Remote Work
- Flexible work arrangements (part in-person/part remote)
- Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
- Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
- Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
- Emotional well-being, mental health, and work/life resources powered by Spring Health
- Wellness programs, including fitness program and equipment reimbursement
- Child, adult, and elder back-up care support through Bright Horizons
- Adoption assistance
- College planning
- Tuition reimbursement
- Student loan assistance
- Commuter benefits in select metropolitan areas
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
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.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
applicant_accommodation@glic.com
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