CARE Specialist, New Business Operations

Guardian Life; Pittsfield (MA); On-site; USD 43,000 - 64,000; Full time

Job summary

Guardian Life seeks a CARE Specialist to support New Business Operations by processing newly submitted Individual Life and Individual Disability insurance policies while ensuring accuracy, compliance, and outstanding service.

You will handle policy changes and payments, guiding customers through the new business process and creating a positive experience with every interaction.

Qualifications

• Strong customer service mindset and ability to resolve issues.
• Excellent communication across phone, email and other channels.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple assignments to meet deadlines.

Responsibilities

• Process newly submitted Individual Life and Individual Disability submissions.
• Review submissions, process issuance, payments, and changes.
• Deliver exceptional customer experiences by keeping customers informed.
• Collaborate with peers to meet quality, productivity and CX goals.

Skills

Customer service

Issue resolution

Communication

Organization

Multitasking

Collaboration

Learning systems

Problem solving

Education

BA/BS degree or equivalent

Job description

Do you enjoy being part of a collaborative team while delivering exceptional customer experiences? Are you looking for an opportunity to learn, grow, and build a long-term career? Is a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards" important to you? Guardian is seeking a CARE Specialist to support New Business Operations by processing newly submitted Individual Life and Individual Disability insurance policies while ensuring accuracy, compliance, and outstanding service. As the CARE Specialist, New Business Operations, you will play a critical role in helping customers through the new business process, processing policy changes and payments, and creating a positive consumer experience throughout every interaction. You Are A customer-focused professional who takes ownership of delivering exceptional service and creating positive customer experiences. You thrive in a fast-paced environment, enjoy learning new processes, and are motivated by helping customers navigate important insurance needs. You are detail-oriented, accountable, and comfortable balancing customer interactions with operational responsibilities. You are naturally curious, proactive, and willing to challenge the status quo by identifying opportunities for improvement. You enjoy collaborating with teammates, receiving and providing feedback, and continuously developing your skills.

You Have Required Qualifications

• Strong customer service skills with a consumer-centric mindset
• Experience solving customer issues and making informed decisions
• Excellent communication skills across phone, email, and other communication channels
• Strong organizational skills and attention to detail
• Ability to manage multiple assignments while meeting deadlines
• Strong collaboration and teamwork skills
• Ability to learn new systems, processes, and proprietary applications
• Strong problem-solving abilities and resourcefulness

Preferred Qualifications

• BA/BS degree or equivalent industry experience
• Experience in insurance, financial services, banking, retail, hospitality, or customer operations
• Experience processing transactions, payments, account changes, or policy servicing requests
• Experience working in a regulated or compliance-focused environment
• Ability to navigate multiple computer systems and applications simultaneously

You Will Process newly submitted Individual Life and Individual Disability insurance applications in compliance with business and regulatory requirements. Review new business submissions, process policy issuance activities, payments, and policy changes. Deliver exceptional customer experiences by keeping customers informed throughout the handling of their requests. Develop expertise in operational processes, fraud controls, and risk management practices. Collaborate with peers to meet quality, productivity, and customer experience goals. Identify opportunities to improve operational effectiveness and enhance the customer experience. Continuously expand knowledge and skills through training, development opportunities, and stretch assignments.

Salary Range: $42,830.00 - $64,250.00

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. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. 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 [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues. Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail]. Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues:

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 Guardian. Learn more about Guardian at guardianlife.com.