Processing & Policyholder Services Support Associate II, Conversion & Portability

Guardian Life Insurance Company
Albany, NY

As the Processing & Policyholder Services Support Associate you will generate and administer portable and convertible individual policies for our group clients. You will also be responsible for maintaining an in-depth understanding of the end-to-end Conversion and Portability key processes and leveraging this knowledge to create accurate policies for our customers. This includes applying all contract provisions and procedures ensuring accuracy and timeliness of all incoming correspondence, telephone calls, as well as the generation of bills/reconciliation of premium on all ported/converted individual policies.

You are

  • A consumer centric, detail-oriented individual motivated by direct contact with customers to educate and issue policies and billing statements, and thrives in a fast-paced, deadline driven environment

  • Able to build relationships with customers and colleagues further fostering excellent customer service and teamwork

You will

  • Reconcile and apply premium to individual policies to ensure accurate billing statements and accurate consideration of claim payments

  • Communicate with customers via phone and/or written correspondence to educate them on policy provisions, answer their inquiries and address outstanding premium payments

  • Process all incoming correspondence in a timely and accurate manner according to contractual policy provisions and legislative mandates

  • Collaborate across teams to resolve customer requests timely

You have

  • High school diploma required

  • 2 years of experience, preferably in banking, billing, insurance or equivalent

  • Post high school education desirable

  • Proficiency in Microsoft Office products

  • Ability to work until 5:00 pm CST to support inbound calls

  • Availability to work overtime when experiencing high volume

  • The desire to build strong/meaningful consumer and colleague connections

  • Superior customer service skills and strong written and oral communication skills

  • Strong proficiency to multi-task, remain focused and agile

Location

  • This is a remote role 0-10% travel

Salary Range:

$37,240.00 - $55,855.00

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 . 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 [email protected] .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Posted 2025-11-27

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