Firm Technology Representative

The Guardian Life Insurance Company of America; United States; On-site; USD 83,000 - 136,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a Reporting & Analytics Specialist to maintain, enhance, and develop applications, reports, and dashboards for Distribution Sales Compensation (DSC) management, Guardian firms, and Guardian advisors. You will design scalable data solutions and deliver timely insights to leadership.

Required 2+ years in financial services reporting, strong SQL and MS Office skills, and experience with Tableau/Business Objects.

Qualifications

• 2+ years in financial services with reporting in a multi-site environment.
• MS Excel, Access, Word, PowerPoint at an intermediate+ level.
• SQL, Business Objects, Adobe Acrobat Pro experience preferred.
• Strong written and verbal communication; ability to document processes.

Responsibilities

• Design and develop automated, streamlined reporting and dashboards.
• Prepare, test and maintain performance reporting infrastructure.
• Collaborate with DSC, firm stakeholders and IT to deliver solutions.
• Analyze data to identify trends and support leadership decisions.

Skills

Relational DB design

SQL

MS Excel

MS Office

PowerPoint

Data analysis

Stakeholder mgmt

Tools

Tableau

Business Objects

Access

Adobe Acrobat Pro

Job description

This position is responsible 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 leveraging technology 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.

Major Opportunities and 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. 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. Proactively identify opportunities to challenge existing processes, reporting methodologies, and business practices by leveraging technology-driven solutions that improve efficiency, scalability, data integrity, and user experience. Champion the transition from manual and database driven processes to sustainable, system-driven solutions that create long-term business value. You will Prepare, test & maintain 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. Partner across multiple business functions to evaluate existing workflows, identify process improvement opportunities, and design scalable solutions that enhance operational effectiveness, data quality, and user adoption.

You have Skills & Knowledge: 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. Strong analytical, organizational & excellent time management skills. Experience developing user-friendly business applications with relational database technology. Creating and generating attractive management reports using MS Tools. Ability to work with and maintain databases, report writing in SQL syntax. Familiarity with designing procedures and processes in a systems and reporting environment. System Development Project Lifecycle and/or Agile knowledge. Strong experience designing and implementing automated, system-based solutions that reduce manual effort, improve controls, and increase scalability across business processes. Exceptional stakeholder management skills with the ability to influence decisions and gain alignment across multiple levels of leadership, business teams, and technology partners without direct authority. Proven ability to collaborate effectively across cross-functional teams, balancing diverse priorities and perspectives to achieve common business objectives.

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.

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 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 GuardianTM. Learn more about Guardian at guardianlife.com.