Guardian Life

• Serve as a central point of coordination across channel leadership, sales, product, marketing, operations, and enterprise partners. • Drive alignment on strategic priorities and business objectives across stakeholder groups. • Establish and maintain operating rhythms that support prioritization, decision-making, accountability, and execution. • Monitor key initiatives and proactively identify and remove barriers to execution. • Lead and advance strategic growth initiatives aligned with Principal Owner channel priorities and advisor success. • Enhance visibility into business performance by identifying trends, risks, and opportunities. • Leverage data, field insights, and strategic analysis to inform leadership decisions and business planning. • Improve operating models, governance frameworks, and ways of working across the organization. • Drive adoption of tools, processes, and best practices that improve organizational effectiveness. • Collect and prioritize field feedback through established engagement channels and forums. • Translate stakeholder insights into actionable recommendations that improve performance and overall experience.

• Drive sales growth and production outcomes across your region through assisting with building a comprehensive business plan focused on expanding distribution, increasing firm output, and influencing performance • Partner directly with Principal Owners (POs) and field leaders to improve productivity and business performance, using data, insights, and targeted coaching to drive results • Play a central role in firm expansion and strategic initiatives, including supporting merger discussions and evaluating growth opportunities • Act as a key liaison between the Field and Home Office, partnering with key stakeholders with in Client Solutions & Wealth Management, Compliance, Legal, and other stakeholders to address complex business and regulatory matters • Influence and support succession planning across firms to ensure continuity, long-term growth, and leadership bench strength • Serve as a trusted advisor and connector across teams, ensuring alignment and momentum on key initiatives that align to Guardians and Client Solutions & Wealth Managements overall strategy

• Focus on proactive outreach and pipeline creation • Execute targeted outreach campaigns to identify and engage prospective financial advisors • Utilize sourcing tools to build and manage candidate lists • Conduct high-volume, high-quality cold outreach via messaging, email, and calls • Generate initial candidate interest and qualify prospects for handoff to recruiting leaders • Maintain organized, up-to-date candidate pipelines and tracking systems • Use technology and data tools to identify new talent pools and sourcing opportunities • Track outreach activity, response rates, and pipeline conversion metrics • Partner with Recruiting Directors, Regional Vice Presidents and firm leaders to align on target profiles and sourcing priorities • Consult with and train field partners on how to effectively leverage sourcing tools • Conduct 1:1 / group virtual workshops

• Facilitate ongoing stakeholder relationships with clients, consultants, brokers, and underwriters • Gather data and interpret reports to inform rate actions • Manage lifecycle of client accounts for policy and plan solutions • Negotiate renewal rates and generate strategic plan alternatives • Serve as main contact for client accounts to ensure satisfaction and profitability

• Assume overall responsibility for management of clients (100-1999 lives) • Ensure client satisfaction, persistency, growth, and profitability goals are achieved • Build strong relationships with clients and brokers/consultants • Collaborate across internal teams to gain buy-in for account management strategy • Strategically manage the lifecycle of a client to drive the right solutions to their benefit needs • Achieve yearly financial growth goals

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved • Build strong relationships with clients and brokers/consultants through in-market presence • Work closely with the respective sales representative to gain their buy-in for the account management strategy and position • Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs • Balance the needs of the client with those of the business • Achieve yearly financial growth & persistency goals

• Responsible for making accurate decisions on assigned claims through proactive case management • Consult with other team members and the Professional Resource Team to assist claimants with return to work efforts • Utilize problem solving, analytical, written and verbal communication skills to deliver timely and appropriate disability claim decisions • Partner with coworkers to broaden and enhance their knowledge of complex claim handling • Administer claims within a variety of group sizes from small to large market • Determine integrated income to ensure appropriate financial risk and accurate payments are made • Ensure all plan provisions are met through the duration of the claim • Consult with legal, investigative resources, and financial specialists

• Serve as the primary point of contact for client relationships within the 2–99 life segment • Drive client retention, growth, profitability, and overall satisfaction • Manage relationships with clients and brokers/consultants • Work closely with the sales team on account management strategies • Balance client needs with business objectives • Achieve yearly financial growth goals

• Responsible for making accurate decisions on assigned claims through proactive case management • Consults with other team members, and the Clinical and Vocational Teams to assist claimants with return to work efforts • Delivers timely and appropriate disability claim decisions • Partners with coworkers to broaden and enhance their knowledge of complex claim handling • Administers claims within a variety of group sizes ranging from small to large market • Determines integrated income to ensure appropriate financial risk and accurate payments • Consults with legal, investigative resources, and financial specialists

• Provide Technical Support to Claim Teams including Claim Auth reviews, serve as SME on complex issues • Drive improvements in initial claim decision, Claim Management Accuracy and CID turnaround times • Leverage automation and/or alternate sourcing options to handle additional tasks • Collaborate with all lines of business to promote best practices to improve efficiency • Support at least one interdepartmental collaboration team to help drive positive outcomes, supporting each functional area and creating organizational awareness • Leverage data analytics to improve claim management outcomes