[Hiring] FML Client Set Up Specialist @Guardian Life Insurance

Role Description

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.

Key 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.

Qualifications

• 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.

Preferred Skills

• 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.

Salary Range

$68,970.00 - $113,310.00

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.

Benefits

• Support and flexibility to achieve professional and personal goals.
• Opportunities for skill-building, leadership development, and philanthropic activities.
• Contemporary, supportive, flexible, and inclusive benefits and resources.

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.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues

Please apply through the internal Jobs Hub in Workday.