Firm Technology Representative

An additional objective is to act as liaison between DSC, other user teams and IT. The role will focus on ensuring that reporting & technology needs of DSC and its customers within the Guardian Home Office and the Field are met. This role will assist with monitoring the effectiveness of reports being developed and distributed, automating and streamlining a broad array of functions and ensuring that the appropriate technology is utilized to optimally realize benefits from the incentives & rewards we offer., * Implement scheduled/ad hoc reports using Excel, Tableau, QuickSuite, Access, SQL, Business Objects, Adobe Professional and other software as required. Learning new software tools to stay up to date on latest technology.

• In coordination with technology and data partners, coordinate efforts to automate production of critical labor-intensive management reports & develop automated solutions for business needs.
• Provide supplemental business and technical support and assistance to users of Guardian's firm-related systems, including Guardian Firms and Home Office staff.
• Support successful execution of reporting processes, maintain accurate datasets/warehouses, and supply ad hoc/scheduled reports & prepare field performance reports.
• Work on the design/maintenance of datasets, reports, and dashboards in accordance with established business requirements.

Principal Accountabilities

• Responsible for preparing, testing & maintenance of performance reporting infrastructure and data analysis, including extraction and publication of reports/dashboards, documentation and workflows.
• Collaborate with team members in the development, documentation, distribution, and testing of new/existing reports, debugging/troubleshooting reports, and providing support to users.
• Provide data to identify trends impacting performance by various defined segments, products, distribution channel, which supports recommendations to leadership. Collaborating with various teams and providing meaningful feedback on reporting capabilities and data availability. Collaborate with process owners to define, scope and complete projects that statistically prove hypothesis and correlation between producer/firm data/production reasons and process modifications.
• Maintenance of the ACS Clubs, Agency Paid-For & Recruitment and Retention Monthly/Daily systems. Review, analyze, and monitor qualification rules & criteria for field benefits, awards, and recognition.

• Demonstrate business knowledge and initiative.
• Possess an understanding of relational database design and concepts.
• Excellent verbal and written communication skills. Ability to engage directly with Firms & Advisors to clearly discuss requirements, conduct research, and effectively explain findings and results back to stakeholders.
• Demonstrate a problem-solving approach to business challenges, as shown by the ability to quickly understand business needs and creatively conceptualize, design, and implement efficient technical solutions.
• Proven ability to handle multiple competing priorities against capacity constraints/deadlines.
• Ability to interact effectively with and assist home office staff and Firm Heads/Advisors as required to accomplish varied technical and business-related tasks.
• Attention to detail and a passion for precision and accuracy.
• Strong analytical, organizational & excellent time management skills.
• Ability to work independently, as well as collaborate with others.
• Experience developing user-friendly business applications with relational database technology.
• Creating and generating attractive management reports using MS Tools. Experience in firm-related business functions a plus.
• Ability to work with and maintain databases, report writing in SQL syntax.
• Familiarity with designing procedures and processes in a systems and reporting environment.
• Problem solving and issue resolution.
• System Development Project Lifecycle and/or Agile knowledge.
• Experience with financial and management reporting in the insurance industry.

Experience

• 2+ years previous successful work experience in financial services industry with reporting in a multi-site, multi-skill operational environment.
• Experience involving business analysis, report development and workflow design and testing.
• Experience within an insurance, financial services, and/or healthcare organization preferred.
• Intermediate+ experience with MS Excel, Access, Word, PowerPoint, other MS Office Products & databases. Experience with SQL, Business Objects, Adobe Professional preferred.
• Experience in writing a variety of business documents, preferably including business process and end user documentation.
• Strong organizational skills and an aptitude for detail. Ability to think critically, analyze, prioritize and problem-solve.

$82,770.00 - $135,975.00

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.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here (https://www.workday.com/en-us/legal/responsible-ai-and-bias-mitigation.html) ., Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. 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. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com ., Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.