• Provide customer service over phone and/or email • Help customers with their pre-sales queries • Contact both new and existing clients and prospects to keep warm business leads • Answer pre-sales questions from customers, educating them about products and services • Work closely with Account/Sales Manager to close deals and expand clients’ business • Make outbound phone calls to customers that want to cancel their Service Agreement

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. 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. 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. Inspire Well-Being 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. 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. 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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. 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.

• Identify and engage at-risk customers to prevent churn and improve retention • Act as the primary point of contact for retention-related escalations and renewal risks • Analyze customer usage, engagement, and feedback to proactively address issues • Develop and execute retention strategies, including save offers and contract adjustments • Partner with Customer Success Managers (CSMs) and Account Managers (AMs) to align on account plans • Document all customer interactions and retention efforts in CRM systems • Provide insights on churn trends and recommend process or product improvements • Support renewal conversations when risk is identified

Problem-Solvers Needed!! Are you a person who loves solving problems, figuring out how things work, and helping others with quick effective solutions? You thrive in customer experience, staying one step ahead, and making sure everything runs smoothly. If that sounds like you, don't wait - apply now and be the superhero our client's customers need! ClearSource is seeking an exceptional customer service professional to join our team as a Customer Service Representative In this role, you will provide customer support for our client’s premium Solar program. You will help customers eliminate the stress and hassle related to home maintenance services. We need individuals with at least 1 year experience with a strong focus on customer support who can think positively, solve problems, and deliver friendly, effective solutions. What you will do as a Customer Service Representative - Build and maintain positive relationships with customers, co-workers, and all levels of the organization. - Provide timely updates and reporting as required. - Identify and recommend improvements in service, product, procedures, and/or processes to support operational excellence and prevent recurring issues. - Report any training needs, system errors, or discrepancies to the supervisor. - Complete additional tasks as assigned by the supervisor. - Maintain regular attendance, punctuality, and adherence to scheduled availability. What We're Looking For - 1 year of experience in a BPO environment with primary responsibility for documentation and information processing - At least one year of BPO experience, preferably with solar account exposure, and demonstrated attention to detail - Bachelor’s degree is an advantage - Good communication skills - Temporary work at home What We Offer - Competitive salary – Get paid for doing what you love! - Medical and dental insurance (with free dependent coverage!). - Group life insurance for peace of mind. - Paid time off (PTO) – Because work-life balance matters. - Outstanding career growth opportunities – Learn, advance, and develop your career. - A fun, innovative, and energetic team culture – Be part of a company that values its employees - Skills and leadership development to help you reach your full potential. - Free meal for onsite employees At ClearSource, our mission is simple: Making Lives Better—for our employees, our clients, and their customers. Our culture is built on a strong foundation of core values that shape everything we do: - Customer First – We are obsessed with delivering an exceptional customer experience. - Personal Accountability – We do the right thing and own our actions. - Humble Courage – We embrace feedback, seek growth, and push ourselves to improve. - Hungry – We bring passion, energy, and drive to everything we do. - Happy & Healthy – We believe in balance, well-being, and a positive workplace. If these values resonate with you, this is your chance to join a fast-growing, high-performing team! Come join our team and see why ClearSource is an employer of choice. Our office is located on the 10th floor of Tower 1, Rockwell Business Center, Pasig Cit