Firm Technology Representative

Guardian Life Insurance; Holmdel Township (NJ); On-site; USD 83,000 - 136,000; Full time

Job summary

Guardian Life Insurance seeks a Firm Technology Representative in Program Reporting & Analytics to own and enhance reports, dashboards, and publications for Distribution Sales Compensation across Guardian firms and advisors. The role emphasizes automated reporting, data analysis, and timely performance insights.

You will collaborate with DSC and IT, develop datasets and dashboards using Excel, Tableau, SQL, and Business Objects, and provide end-user support.

Qualifications

• Experience delivering management reports and dashboards in a financial services context.
• Strong analytical and problem-solving skills with data-driven decision support.
• Ability to translate business requirements into technical specifications and reports.

Responsibilities

• Create scheduled/ad-hoc reports and dashboards for DSC performance and incentives.
• Automate labor-intensive reporting processes and data pipelines.
• Collaborate with DSC, IT, and field teams to ensure data accuracy and timely distribution.

Skills

MS Excel

SQL querying

Tableau

Business Objects

Tools

Tableau

QuickSuite

Access

Adobe Acrobat Pro

Job description

The Primary objective of the Firm Technology Representative, Program Reporting & Analytics is to take responsibility for maintaining, enhancing and developing applications, reports & GOL publications for Distribution Sales Compensation (DSC) management, Guardian firms, and Guardian advisors to monitor results in the context of key production/performance thresholds and awards & recognition programs. Specifically, this role will work on the ACS Clubs application, Agency Paid-For system, various reporting platforms and data sources, and other functions as required, including specialized recurring/ad-hoc reports. This position involves design and development of automated/streamlined reporting and tracking of results, requiring analytical skills and technical problem-solving skills.

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.

You will

Major Opportunities & Decisions:

• 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.

You have

• 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.

Salary Range:

$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.

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 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.

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.