FML Client Set Up Specialist
About The Position
Do you want to be part of a collaborative Implementation team? Are you an innovator who is excited by the changing insurance landscape? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a FML Client Set Up Specialist to help grow and streamline our Strategic Partnerships, bringing innovative and differentiated value to our customers. Position Summary The FML Client Set Up Specialist is responsible for onboarding new clients to our platform, ensuring a seamless and efficient transition from initial engagement to full operational status. This role requires strong attention to detail, excellent communication skills, and a client-focused approach. The specialist will collaborate with internal teams and clients to configure systems, collect and validate information, and provide guidance throughout the setup process.
Requirements
- Bachelor’s degree or equivalent work experience in operations, claims, or related field.
- Experience in client onboarding, account management, or technical support, preferably in a SaaS or financial services environment.
- Exceptional organizational skills and ability to manage multiple projects simultaneously.
- Strong written and verbal communication skills.
- Proficiency with admin systems and onboarding tools.
- Ability to troubleshoot issues and deliver solutions in a client-centric manner.
- Detail-oriented with a commitment to delivering high-quality service.
Nice To Haves
- Experience with FML platforms or similar client management systems.
- Knowledge of financial services regulations and compliance requirements.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong problem-solving and analytical skills.
Responsibilities
- Serve as the FML expert during the onboarding and set up phase.
- Coordinate and manage the client set up process, including gathering required documentation and information.
- Configure client accounts, settings, and preferences within the FML platform according to specifications.
- Conduct onboarding calls and training sessions to guide clients through system features and best practices.
- Collaborate with internal technical and support teams to resolve setup issues and ensure timely completion.
- Monitor progress and proactively communicate updates, timelines, and next steps to clients.
- Document all setup activities and maintain accurate records in internal tracking systems.
- Identify opportunities for process improvements and contribute to the development of onboarding resources.
- Assist with history and takeover files to ensure accurate claim data
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
