Annuity Operations Specialist

Guardian’s Annuity New Business CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist. We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity 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 Specialist, 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 

• Motivated and inspired to do whatever it takes to positively impact our consumers’ lives and foster their well-being.
• Comfortable communicating with consumers via various ways (e.g., email, phone, chat).
• Action-oriented with a strong desire and ability to learn and move quickly.
• Inquisitive to ask questions to fully learn and comprehend your work.
• Careful to use procedures and focused on the details to ensure your work is accurate.
• Thoughtful and accountable to commitments and deadlines.
• Confident and able to utilize resources and use logic to solve problems quickly.
• Comfortable challenging status quo and offering new ideas and solutions.
• Proactive communicator who can give and receive positive, constructive, candid feedback.
• Flexible to contribute paid overtime equitable with your colleagues, as needed.
• 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

• Own the client’s experience by engaging directly with financial professionals, acting to simplify requests by providing outstanding customer experience.
• Assess, prioritize, and process transactions related to annuity new business and post issue functions.
• Prepare transfer paperwork and letters of acceptance to send to other annuity carriers.
• Manage follow-up calls to other annuity carriers.
• Prepare physical contract documents for annuity contract owners.
• Work directly with the Operations Case Managers to identify areas of opportunity to improve service levels and recommend best practices.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Develop subject matter expert level knowledge of operational products and processes, including fraud controls, mitigating risk, and driving process improvements. 
• Operate at a high level to consistently exceed business unit quality and service level agreement standards.
   

You have  

• A bachelor’s degree or equivalent industry experience.
• 1+ years' experience in high-touch customer service or operations environment.
• Knowledge of annuity products or life insurance.
• 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.

Location

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

Salary Range:

$41,890.00 - $62,830.00

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.