11 days old

InForce Client Engagement Lead

New York, NY 10007
  • Job Code
Job Description

As the InForce Client Engagement Lead you will help to build Guardian's InForce engagement capabilities as part of the broader Individual Markets strategy.

You will

  • Develop and driving data-driven in-force client outreach and engagement initiatives to enhance policyholder relationships across Individual Markets, including:
  • Drive the build of scalable InForce engagement supporting capabilities
  • Drive the development of and testing of InForce engagement communications and methods that work logically with the broader network of Guardian client communications and touch points
  • Work with the Data, Actuarial and Marketing teams to mature and systematically deploy the Customer Lifetime Value (CLTV) framework to incorporate more robust inputs and to respond to client feedback
  • Partner with the Agency Assist team to ensure engagement activities have maximum impact
  • Effectively coordinating InForce engagement initiatives with other client communications (lead generation, service communications, etc.)
  • Pivot policy conservation activities from re-active regulatory management to pro-active, pre-emptive engagement
  • Serves as a business transformation agent participating in shared value initiatives
  • This will be a highly visible role and have significant interactions with corporate and business executives across the Guardian Enterprise

You can

  • Can effectively manage key relationships, demonstrating a high degree of emotional intelligence and organizational nous
  • Have a proactive approach and proven influencing skills and credibility with senior colleagues across the organization
  • Demonstrate the ability to leverage capabilities across a matrix organization
  • Are agile and able to handle complex business and technical issues, and have superior critical thinking skills with a proven analytical business acumen
  • Are a recognized expert in conflict management and resolution with excellent interpersonal skills
  • Are structured and detail oriented with a disciplined approach to communications, processes, and projects
  • Have an exceptional working understanding of life insurance and annuity products and processes; engagement programs and marketing; operations; insurance economics; and distribution economics
  • Have a strong track record of relationship-building and trust with Guardian field leadership and across Individual Markets and are recognized as a trusted partner
You have

  • Minimum of 10 years overall business experience (Life Insurance business preferred)
  • Exceptionally strong networking skills and field relationships
  • Demonstrated strong team leadership and building skills
  • Strong financial acumen
  • Strong Microsoft Office skills (word, PowerPoint and excel)
  • Superior verbal and written communication skills for multiple audiences including staff, management, and senior executives
  • Demonstrated ability to develop strong, credible business relationships at all levels and be regarded as a trusted partner
  • High degree of organization, autonomy, and self-motivation, demonstrating initiative and an ability to manage multiple priorities with a sense of urgency and results orientation
  • Bachelor's Degree required

Reporting Relationships

As our InForce Client Engagement Lead, you will report to our Vice President, InForce Engagement | Individual Markets


  • New York City office - Hudson Yards preferred - with WFH flexibility

Our Promise

  • 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

We Offer

  • Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
  • Competitive compensation package.
  • Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
  • Life and disability insurance.
  • A great 401(k) with company match.
  • Tuition assistance paid parental leave and backup family care.
  • Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
  • Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
  • Employee Resource Groups that advocate for inclusion and diversity in all that we do.
  • Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.

About Guardian

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health, and wealth. We help companies take care of their employees. And we help people recover and thrive after unexpected loss.

From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing for our policyholders and customers has guided everything we do. Our dedication to customers has helped us remain one of the most highly rated in client satisfaction and financial strength. And as one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at www.GuardianLife.com.

Copyright 2021 The Guardian Life Insurance Company of America, New York, NY

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.

Posted: 2021-10-08 Expires: 2021-11-06
Sponsored by:
ADP Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

InForce Client Engagement Lead

New York, NY 10007

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast