Guardian
Financial Services
HeadofPurchaseandUnderwritingTransformation
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“Head of Purchase and Underwriting Transformation at Guardian. Skills: Underwriting transformation, Purchase transformation, Strategic modernization. Define transformation vision. Execute transformation strategy”
What You'll Achieve.
Minimize evidence requirements; Develop dynamic pricing; Offer turnaround minutes; Reduce applicant effort; Reduce rework; Improve customer experience; Improve advisor experience; Improve application journey; Improve risk management journey; Improve policy activation journey; Deliver multiyear roadmap; Achieve measurable outcomes; Reduce customer effort; Reduce advisor effort; Increase transparency; Accelerate placement; Accelerate cycle times; Ensure seamless execution; Ensure broad adoption; Maintain governance; Maintain regulatory compliance; Drive clarity; Drive accountability; Drive sustained performance; Ensure spend tied to outcomes; Drive in market adoption
Industry & Context.
Strategic problem-solver; Data-driven decisions; Structured frameworks; Analysis
What They're Looking For.
Must Have
Legally authorized to work in the United States
What You'll Do.
Define transformation vision
Execute transformation strategy
Develop multi-year roadmap
Identify high-impact initiatives
Prioritize initiatives
Establish success measures
Lead modernization of purchase experience
Own underwriting transformation agenda
Champion adoption of advanced technologies
Improve underwriting productivity
Improve flow case handling
Improve placement rates
Improve risk outcomes
Guide integration of new data sources
Guide integration of decision engines
Guide integration of modern architectures
Provide leadership across teams
Reinforce disciplined execution
Manage delivery at enterprise scale
Apply BTOM principles
Own investment strategy
Own funding trade-offs
Lead governance forums
Participate in governance forums
Serve as executive sponsor
Act as primary liaison
Build multidisciplinary teams
Lead multidisciplinary teams
Develop multidisciplinary teams
Foster culture of innovation
Foster culture of collaboration
Foster culture of continuous learning
Foster culture of knowledge sharing
Strengthen leadership capability
Strengthen succession
How You'll Work.
Team & Collaboration
Cross-functional teams; Senior leaders; Business units; Corporate functions; Product teams; Pricing teams; Underwriting teams; Distribution teams; Data & Technology teams; Data Science teams; Functional stakeholders; Technology leaders; Platform leaders; Impacted teams
Communication Scope
Executive presentations
Process & Methodology
Roadmap planning, Outcome-based delivery
Full Job Description
We are seeking a **strategic, ambitious, and entrepreneurial leader** to serve as **Head of Purchase & Underwriting Transformation**, a highly visible **leadership role** responsible for shaping and delivering the future of Guardian’s purchase experience and underwriting capabilities across Life, Disability, and Annuity products. This program plays a foundational role in Guardian Financial Protection and Retirement Solutions’ (FPRS) Journey-to-30 strategy. Our objective is clear—make purchasing protection and retirement solutions frictionless by minimizing evidence requirements using third party data and develop machine learning models to make pricing more dynamic and granular. Offer turnaround times should take minutes rather than weeks or months with little to no effort required by an applicant and no rework when applying for multiple coverages. In this role, you will lead the **strategic modernization of the purchase and underwriting ecosystem** , helping define the long‑range vision for how customers, advisors, and colleagues experience the application, risk management, and policy activation journeys. You will partner with senior leaders to translate this bold vision into a multiyear roadmap with prioritized work efforts aligned with measurable outcomes, powered by modern platforms, advanced data, automation, and AI‑enabled decisioning. In addition to managing a team of transformation consultants, product managers, and product owners aligned to the various systems, you will work across business units and corporate functions to deliver material improvements in advisor productivity, prospect conversion, operational efficiency, and risk outcomes. This will include collaborating with colleagues across Product, Pricing, and Underwriting, Distribution, Data & Technology, and Data Science, amongst other important functional stakeholders. A successful candidate will set bold strategic direction, delivering a clear and compelling business case, and aligning investments a
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