Firm Technology Representative
Guardian Life
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Benefits offered by this job
Job summary
Guardian Life in New York City is seeking a Firm Technology Representative to maintain and enhance reporting applications for Distribution Sales Compensation. The role involves collaborating with various teams, implementing reports using Excel and other software, and ensuring technology needs are met.
The ideal candidate will have at least 2 years of experience in financial services, strong analytical skills, and proficiency in SQL. We offer a supportive work environment, competitive salary, and benefits.
Qualifications
- Demonstrate business knowledge and initiative.
- Understanding of relational database design and concepts.
- Experience with business analysis and report development.
Responsibilities
- Implement scheduled/ad hoc reports using various software.
- Coordinate efforts to automate management reports.
- Collaborate with teams to define and complete projects.
Skills
Education
Tools
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.
- 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.
- 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.
- 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.
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.
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.
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.
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 MyHR@glic.com . 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.
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.
As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools
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