CARE Specialist, New Business Operations

Guardian Life Insurance Company•Pittsfield, MA

About The Position

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.

Requirements

  • 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
  • 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.

Nice To Haves

  • 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

Responsibilities

  • 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.

Benefits

  • Skill-building
  • Leadership development
  • Philanthropic opportunities
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