Firm Technology Representative
About the role
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.
Responsibilities
- 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.
- Design and development of automated/streamlined reporting and tracking of results, requiring analytical skills and technical problem-solving skills.
- Act as liaison between DSC, other user teams and IT.
- Ensure that reporting & technology needs of DSC and its customers within the Guardian Home Office and the Field are met.
- 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.
Requirements
- 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.
- 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.
Qualifications
- 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.
Skills
- 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.
Benefits
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.
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.