Annuity Operations Case Manager

Guardian’s Annuity New Business CARE team is seeking a dynamic and knowledgeable individual to join our team as an Annuity Operations Case Manager. We are looking for someone with strong initiative, exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights into our business and identify innovative ways to accelerate our growth. This individual will be responsible for supporting all facets of new business administration and working with internal and external partners.

As a member of our CARE Team, you are part of a dynamic group focused on achieving team goals and identifying ways to improve the consumer experience. As the Operations Case Manager, you’re highly motivated and empowered to take ownership and accountability for each consumer interaction, keep consumers informed during every step of handling their request, demonstrate genuine care, and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it’s also an acronym for Communicate, Advocate, Respond, and Empower – the actions needed to show CARE. 
 

You are

• A positive role model highly focused on the consumer and a strong collaborator and leader with colleagues. 
• An independent decision-maker able to utilize resources and use logic to solve problems quickly with minimal leadership assistance.
• Confident and skilled to control escalations; a shrewd communicator who can provide focused, constructive, candid updates and feedback.
• Motivated and inspired to do whatever it takes to positively impact our consumers’ lives and foster their well-being.
• Very organized with a strong attention to detail across a variety of tasks.
• Comfortable challenging status quo and offering new ideas and solutions.
• Able to demonstrate ownership and follow through when reviewing workflows, exceptions, and anomalies and able to identify patterns and trends and offer proactive and practical solutions.
• Highly focused on your own development and success, willing to accept stretch assignments, and create meaningful development and career plans based on your skill development needs.
   

You will

• Serve as a subject matter expert on annuities, demonstrating a comprehensive understanding of various annuity products, features, and regulations.
• Provide mentorship and support to our consumers, financial advisors, and internal teams regarding annuity related inquiries and transactions.
• Effectively manage annuity cases from initiation to resolution, overseeing the entire process to ensure accuracy and compliance.
• Collaborate with internal departments, external partners, and clients to optimize workflows and provide exceptional customer experience.
• Cultivate and maintain strong relationships with our consumers, financial advisors, and other stakeholders.
• Act as a trusted partner, providing proactive communication, timely updates, and personalized solutions to address individual needs and concerns.
• Effectively cover incoming and outgoing phone calls, serving as a central point of contact for our consumers.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Demonstrate the ability to work independently and collaboratively within a team, efficiently managing multiple business processes or functions.
• Operate at a high level to consistently exceed business unit quality and service level agreement standards.
   

You have 

• Minimum of 3 years’ experience in the financial service industry.
• A bachelor’s degree or equivalent industry experience.
• In-depth knowledge of various annuity products, including fixed, variable, and indexed annuities.
• Experience working in client support or relationship management role within the financial services industry.
• Excellent organizational skills and attention to detail across a variety of assignments.
• Exceptional level of accountability, discretion, and independent decision making.
• Skill for a consumer-centric mindset; you know what it takes to deliver exceptional Wow experiences.
• Exceptional written and verbal communication skills.
   

Location

This is a flexible position requiring 3 days per week in the Guardian Bethlehem, PA office.

Salary Range:

$48,170.00 - $72,260.00

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 [email protected].

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