BUSINESS UNIT: GUARDIAN LIFE OF THE CARIBBEAN LIMITED
LOCATION: CHAGUANAS
JOB TITLE: TRAINING OFFICER
REPORTS TO: MANAGERS- STAFF AND SALES TRAINING
SALES TRAINING AND DEVELOPMENT


JOB OBJECTIVE:
The Training Officer efficiently manages, develops, designs, implements and delivers training programs with the support of the Managers - Staff and Sales Training in the achievement of the strategic objectives of the department and the company.

MAJOR RESPONSIBILITIES:
Assess training needs with the Manager/s to design, develop and implement training programs in accordance with the training plan. Responsible for the delivery of training programs in accordance with the training plan and as guided by the Manager/s. Responsible for adjusting training materials/training programs in accordance with any process, products or service changes by GLOC. Attend and participate in meetings pertaining to any operational changes in the training plan in the absence of the Manager/s. Responsible for providing the Manager/s with monthly reports on feedback on the training programs delivered. Responsible for developing, and maintaining training materials for the training department as guided by the Manager/s. These materials will be used as reference manuals/ training manuals

QUALIFICATIONS:
First Degree in Business or a related field from a recognized tertiary level educational institution Train-the-Trainer Certification LOMA 280, 290, ACS 100 and all related parts

EXPERIENCE:
At least three (3) years experience in a training environment, two of which must be in the insurance industry.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Initiative Planning / Organizing / Flexibility Team Orientation Job Knowledge / Skills Interpersonal/ Communication Skills Continuous Improvement


SPECIAL CONDITIONS ASSOCIATED WITH THE JOB:
The Training Officer should have the ability to manage several tasks while meeting deadlines. The incumbent must be highly motivated with strong work ethics, possess excellent interpersonal and communication skills, must have excellent people skills and able to work under pressure. Must have excellent customer service skills and able to deal with difficult people maintaining mutual respect.
CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN SHARED SERVICES LIMITED
LOCATION: WESTMOORINGS
JOB TITLE: IFRS IMPLEMENTATION LEAD
REPORTS TO: GROUP CHIEF FINANCIAL OFFICER
FINANCE


JOB OBJECTIVE:
Reporting to the Group Chief Financial Officer, this Senior Manager role will lead the Group-wide implementation of International Financial Reporting Standards (IFRS). The role will immediately focus on the implementation of IFRS 17 (and related standards), which represents a Group-wide change program that will affect product offerings, asset-liability management, information systems, operational processes and controls, financial reporting and performance metrics.

MAJOR RESPONSIBILITIES:
Develop a thorough understanding of IFRS 17 and act as the point-person to guide business units and finance teams on complex accounting issues and concerns, identifying the potential obstacles and translating these into operational solutions. Relate new rules to the Group existing accounting and reporting practices and propose recommendations on the various decisions that need to be taken to implement IFRS 17 (for example: contract groupings, risk adjustment, discount rate, transition method, valuation method PAA vs GM, reinsurance). Work with various stakeholders (finance, actuarial, operations, technology, project consultants, etc) to guide the implementation of the proposed adopted solutions in time for the IFRS 17 effective date. Lead the finance change-management process, culminating in overseeing general ledger changes to migrate

QUALIFICATIONS:
ACCA Qualified or Equivalent Qualification OR A First degree (at least 2nd Class Honors) in Accounting, Finance, Actuarial Science or a related field from a recognized tertiary level educational institution. Postgraduate qualification in a related field

EXPERIENCE:
5 - 7 years Accounting experience at a Managerial Level. An audit background would be beneficial. Good understanding of IFRS concepts and demonstrated technical ability. Experience with financial reporting at a senior level, preferably within the Financial Services/ Insurance industry. Knowledge of Project and Change Management methodologies. Experience presenting to executive management and participating in decision-making.Experience in managing/ leading projects.

KEY COMPETENCIES:
Integrity Quality Customer Service Orientation Developing Others Achievement Orientation Leadership & Communication Strategic Orientation Change Leadership and Implementation Decision Making/ Risk Taking Emotional Intelligence

PERSONALITY:
The IFRS Implementation Lead must be driven, organized and possess excellent time management skills. The ideal candidate must be confident, assertive and articulate, a strategic thinker and very dynamic. He/ She must possess unquestioned integrity and act in a professional manner at all times. The incumbent should be a clear communicator, be able to relay information, plans, strategies, results and general feedback in a concise manner.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN SHARED SERVICES LIMITED
LOCATION: WESTMOORINGS
JOB TITLE: GROUP ACCOUNTANT
REPORTS TO: AVP- GROUP FINANCE
FINANCE


JOB OBJECTIVE:
The Group Accountant produces financial and management reports for use by executive management and external stakeholders

MAJOR RESPONSIBILITIES:
Preparation of accurate financial statements for either GHL Parent Company, LIL Group, or other company (non-operating/special purpose entities) as assigned. Responsible for the entire internal and external audit process to meet stipulated due dates. Preparation of IFRS financial statements Responsible for the accurate computation of company annual and quarterly taxes, remittance of any taxes due and filing of return by deadline date. Preparation of GHL Group and assigned Sub-group consolidations and financial statements Preparation of GHL consolidated financial statements and supporting reports in various formats for use by different stakeholders .Management Information and Decision Support. Prepare and assist with producing reports and analyses for management information and decision making. Participating as an active member of the Cognos Cont

QUALIFICATIONS:
ACCA qualified or equivalent

EXPERIENCE:
At least five (5) years in a senior position with accounting/auditing experience, three of which should be post qualification

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Planning / Organising / Flexibility Team Orientation Decision Making/Risk Taking Problem Solving/Analytical Skills Initiative Interpersonal / Communication Skills

PERSONALITY:
The Group Accountant must be meticulous, systematic and logical. He/she must be able to manage time and resources efficiently. He/she must possess the ability to perform large amounts of numerical work with speed and accuracy.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: NEWTOWN CENTRE
JOB TITLE: UNDERWRITER- OVERSEAS
REPORTS TO: TEAM LEADER- OVERSEAS
GENERAL INSURANCE AGENCY


JOB OBJECTIVE:
The Underwriter is required to analyze risk exposures and evaluate the most prudent terms to apply for new business acquisition, renewals and mid-year amendments as well as diligently monitor the transactions and performance of assigned territories to foster profitability within the portfolio

MAJOR RESPONSIBILITIES:
.Evaluate requests received from assigned Territories for all product lines: Homeowners Commercial Property Auto Marine Public Liability Workmen Compensation Burglary Cash Contractors All Risks All Risk Machinery/ Equipment Fidelity Guarantee Professional Indemnity Mortgage Indemnity Bonds Directors & Officers Monitor Agency Performance through aggregate and beachfront exposure. Assist the team with collating executive report to identify trends and address gaps. Manage the relationships with key stakeholders to ensure efficiency, effectiveness and harmony. Complete underwriting audit of random files to ensure agent complies with companys procedures. Conduct site visits/ surveys to improve awareness and understanding of risk. Conduct product specific training / presentations to agents.

QUALIFICATIONS:
5 CXC/ CSEC passes including Mathematics and English Language. 2 A Level/ CAPE passes. First Degree in Insurance, Risk Management or a related field from a recognized tertiary level educational institution. ACII or CPCU qualification

EXPERIENCE:
5 years Underwriting experience in a General Insurance environment. Sound knowledge of all Company products.



PERSONALITY:
The Underwriter must possess strong analytical skills with an acute attention to detail, a positive work ethic, keen sense of customer service and good business acumen. He/ she must have the ability to operate and contribute positively in a team-based environment and take initiative; as evidenced by the ability to self-manage, organize and prioritize work.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN GENERAL INSURANCE LIMITED
LOCATION: NEWTOWN CENTRE
JOB TITLE: TEAM LEADER- AGENCY DEVELOPMENT
REPORTS TO: MANANGER- AGENCY DEVELOPMENT
GENERAL INSURANCE AGENCY


JOB OBJECTIVE:
The Team Leader-Agency Development is responsible for the effective and efficient day to day management and administration of the Agency network and unit. He/ She is required to coach and mentor team members so that end results are in line with strategic objectives while ensuring that all staff performs optimally and within the standard operating procedures and guidelines.

MAJOR RESPONSIBILITIES:
Provide instructions and guidance to development underwriters and support staff with a view to achieving growth objectives. Develop and assign performance targets for direct reports and monitor achievement of same, instituting corrective action as required. Analyze and monitor department performance against key performance indicators and provide status updates to Manager with recommendations for improvement to ensure assigned targets are met. Lead, motivate, inspire, and encourage employees through effective performance management setting of clear goals and objectives, ensuring that performance gaps are closed through relevant training, monitors work performance through continuous performance discussions and timely completion of appraisals.

QUALIFICATIONS:
First Degree in Business Management, Insurance or a related field from a recognized tertiary educational institution. ACII, CPCU or any other General Insurance related certification.

EXPERIENCE:
3 - 5 years underwriting experience within the General Insurance Industry. At least 2 years experience managing people at a supervisory level.



PERSONALITY:
The Team Leader - Agency Development must be self-motivated and able to work with minimum supervision. He/ She must be able to resolve conflict and complaints effectively and be able to inspire and unite the team towards the achievement of objectives. The Individual must possess a pleasant outgoing personality with a strong work ethic and must be able to collaborate effectively to influence desired outcomes, while maintaining professionalism and tact.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN GENERAL INSURANCE LIMITED
LOCATION: NEWTOWN CENTRE
JOB TITLE: CLAIMS SERVICE REPRESENTATIVE
REPORTS TO: TEAM LEADER- CLAIMS
GENERAL INSURANCE AGENCY


JOB OBJECTIVE:
The Claims Services Representative is responsible for a range of functions as it relates to Bodily Injury/ Litigation, Motor & Non Motor, Subrogation claims. He/ she is required to negotiate and/ or evaluate claims in a fair and reasonable manner and within Company standards.

MAJOR RESPONSIBILITIES:
Bodily Injury/ Litigation: Review claim form to establish liability and applicable reserves from listed injuries. Research injury related judgments to negotiate claim settlement and justify claim reserves. Motor/ Non - Motor: Meet and greet with clients/claimants and document their claim; request information if needed. Review data Subrogation: Review claim file and determine extent of liability and seek maximum subrogation recovery. Active negotiations with Insurers to achieve subrogation target and make aware to insurers the standards.

QUALIFICATIONS:
5 CXC/ CSEC passes including Mathematics and English Language. 2 A Level/ CAPE passes. CII Certificate Level.

EXPERIENCE:
2 - 3 years experience in the General Insurance Industry with at least two (2) of those years in a technical role in the Claims Department.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Initiative Problem Solving/ Analytical Skills Planning / Organizing / Flexibility Continuous Improvement Interpersonal Communication Skills Job Knowledge / Skills

PERSONALITY:
The Claims Service Representative must possess a strong and positive work ethic with customer service oriented acumen. Must have the ability to operate and contribute positively in a team-based environment and take initiative as evidenced by the ability to self-manage, organize and prioritize work.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN GENERAL INSURANCE LIMITED
LOCATION: NEWTOWN CENTRE
JOB TITLE: MOTOR CLAIMS ASSESSOR
REPORTS TO: TEAM LEADER- MOTOR CLAIMS
GENERAL INSURANCE AGENCY


JOB OBJECTIVE:
The Motor Claims Assessor is required to Investigate, evaluate, negotiate and bring a final resolution to auto claims for material/physical damages that range from moderate to total loss in nature in accordance with prescribed authorization and claims best practices. He/ She promotes and delivers impeccable customer service to both claimants and service providers.

MAJOR RESPONSIBILITIES:
Survey assigned vehicle against submitted estimate and claim form to validate and/or adjust claim for a fair and reasonable settlement. Identify the salvage potential and confirm that the damages are consistent with claim form description of the accident. Negotiate with service providers to secure fair settlement of materials and labour as per estimate and develop and maintain relationships with a network of service providers that is ultimately consistent with GGIL’s service levels. Prepare monthly reports for Management. Give technical advice to both underwriters and claims personnel as requested on complex claims. To perform any other job related duties as assigned by the Team Leader/ Manager

QUALIFICATIONS:
5 CXC/CSEC passes including Mathematics and English Language. 2 A Level/CAPE passes First Degree from a recognized tertiary level educational institution. CII- Diploma Level. Motor Insurance Claims Investigation and Adjusting (MICA) certification

EXPERIENCE:
2 - 4 years experience in the General Insurance Industry with at least two (2) years in the Motor Claims Department. Knowledge of Motor Insurance Legislation. Sound knowledge of vehicle construction, collision dynamics and modern day motor vehicle repair, methodology and complexity.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Initiative Decision Making/ Risk Taking Planning / Organizing / Flexibility Team Orientation Interpersonal Communication Skills Job Knowledge / Skills

PERSONALITY:
The Motor Claims Assessor must have strong positive work ethics; be friendly, cooperative and tactful whilst maintaining professionalism. Demonstrated ability to handle conflicts and deal with difficult situations and displays energy and enthusiasm, in pursuit of objectives and end results. Ability to work independently as well as in a team environment.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN GENERAL INSURANCE LIMITED
LOCATION: NEWTOWN CENTRE
JOB TITLE: UNDERWRITER II- MARINE & CASUALTY
REPORTS TO: TEAM LEADER - COMMERCIAL LINES
GENERAL INSURANCE AGENCY


JOB OBJECTIVE:
The Underwriter is responsible for analyzing risk exposures and evaluating the most prudent terms to apply for New Business Acquisitions, Renewals and mid-year amendments for various insurance products.

MAJOR RESPONSIBILITIES:
Prepare Quotations for New Business, conduct Renewal Reviews and apply Renewals Amendments when required. Review underwriting transactions by binding brokers to ensure accuracy and compliance with GGIL underwriting guidelines, standard operating procedures and limits of authority. Conduct due diligence for assigned accounts through background research on clients and their risk to be covered. Conduct portfolio analyses for assigned accounts to monitor performance and loss ratios and recommend corrective action. Review and discuss Renewal listing with all Stakeholders to achieve retention target. Follow up on outstanding premiums on assigned clients/producers accounts. Prepare monthly reports to Team Leader with performance recommendations. Provide high levels of Red Carpet Customer Service to all stakeholders.

QUALIFICATIONS:
First Degree (At least 2nd class honors) in Sciences from a recognized tertiary level educational institution. 5 CXC/ CAPE (At least grade 2) passes including Mathematics and English Language. 2 A Level/ CAPE (At least grade B) passes CII- Certificate Level

EXPERIENCE:
2 - 3 years working experience with at least one (1) year in a General Insurance environment.

KEY COMPETENCIES:
Work Ethic Quality Growth Serving People Job Knowledge/ Skills Planning/Organising/Flexibility Problem Solving/Analytical Skills Decision Making/ Risk Taking Team Orientation Interpersonal/Communication Skills

PERSONALITY:
An Underwriter must possess strong analytical skills and pay close attention to detail. He/ She must have a positive work ethic, keen sense of customer service and good business acumen. He/ she must have the ability to operate and contribute positively in a team-based environment and take initiative; as evidenced by the ability to self-manage, organize and prioritize work.


CONTACT via Email: Giselle Mejias-James

BUSINESS UNIT: GUARDIAN ASSET MANAGEMENT
LOCATION: WESTMOORINGS
JOB TITLE: INVESTMENT ADVISOR
REPORTS TO: MANAGER- SALES
GAM INVESTMENTS


JOB OBJECTIVE:
The Investment Advisor acquires, develops and maintains an affluent client base for the company, utilizing its suite of Mutual Funds as well as upselling its Private Wealth offering where possible. He/She offers basic financial and investment advice, demonstrated by a thorough understanding of the companys products and services.

MAJOR RESPONSIBILITIES:
Generate business through acquisition of new clients Increase assets under management of existing clients through sale of additional products Daily Sales activities - prospecting, client meetings etc., update Pipeline Keep abreast of competitor and market information Keep clients abreast of GAMISLs new product offerings Assist clients with selection of investment options. Keep clients abreast of their investment performance Facilitate yearly portfolio allocation sessions with clients Conduct client education seminars Assist the Manager - Sales with defining, segmenting and targeting of GAMISLs Market Generate referrals, develop Centers of Influence (COIs) Ensuring that clients information is regularly updated to meet Compliance guidelines

QUALIFICATIONS:
A First Degree from a recognized tertiary educational institution preferably in Finance or finance related

EXPERIENCE:
At least two (2) years working experience in the financial services environment. At least two (2) years sales experience in a similar capacity with a proven track record of developing financial customers.

KEY COMPETENCIES:
Integrity Growth Quality Serving People Planning/Organizing/Flexibility Interpersonal and Communication Skills Problem Solving/Analytical Skills Decision Making/Risk Taking Initiative Job Knowledge/Skills

PERSONALITY:
The Investment Advisor (IA) will be extremely professional, articulate, knowledgeable, self-motivated, confident and driven to succeed in a competitive environment. He/She must demonstrate integrity and trustworthiness, have superior listening skills, have a forward thinking approach and be able to function independently. The IA must also be comfortable working as part of a team when required to do so.


CONTACT via Email: Abena Guy