As Head of Annuity Operations Distributor Relationships and Inforce Administration you will lead the Annuity New Business Support Desk (assisting agents, advisors and Distribution Partners with pending new business inquires) and oversee inforce operations who interacts with clients and advisors to execute transactions based on our CARE model. CARE: Communicate, Advocate, Respond, and Empower – the actions needed to show CARE. Finally, you will serve as the primary operations point of contact for Distribution Partners. You will be a critical leader who will inspire your teams to reach satisfaction goals.
In this role you will proactively identify opportunities to exceed expectations and wow the people we serve. You will ensure alignment with Guardian’s Distribution, Product, Service, Technology, Customer Advocacy, Customer Service and overall Operations strategy. Distributors and strategic partners will depend on you as a key contact for high-profile cases and situations/escalations that require subject matter expertise. You will be an innovative thought leader leveraging industry and technical experience to develop and execute business cases.
You areA collaborative leader who can build trust with colleagues along with internal and external partners.
Able to transform conceptual thinking into executable action while partnering across our organization to leverage shared service partners effectively.
An annuity subject matter expert with knowledge of platforms, distributors, products, and the regulatory landscape.
Able to create and deliver presentations and material to support the partners we serve and represent Operations in various forums.
Build trust will your team and all partners
Collaborate across teams to deliver experiences that create a competitive advantage
Act with urgency and ownership to resolve customer issues. Proactively identify and resolve issues when possible. Work to ensure self and team prioritize the experience of the people we serve
Become a SME with all Guardian admin, eApp, and client/agent facing systems and be the primary trainer of your team
Create and deliver colleague, distributor and field facing reference material.
Be the primary creator of training content for your team.
Create and present communications to internal and external teams as required.
Develop, collect and disseminate KPIs as required by partners and leaders
Understand industry trends to evolve processes and roadmaps
Be a key contributor on systems and other efforts by drafting requirements, etc.
Demonstrate the courage to make difficult decisions and have candid conversations
Encourage candor and transparency
Use feedback and data to improve or change business process/procedures and team outcomes
Bachelor’s Degree
8+ years of annuity operations experience including new business and inforce.
Series 6 and 26 FINRA Licensed
Experience working with/ leading operational teams who also provide phone support
Experience supporting distributor partners with operational onboarding and their ongoing needs
Experience with AnnuityNet, Firelight, and Affirm platforms
Strong working knowledge of Fixed, Indexed and Variable Annuities
The ability to support accelerated growth, build trust, form relationships and lead change
Knowledge / experience implementing annuity technology and processes to support industry standards / platforms
Experience working with various distribution partners: Broker/Dealers, Banks, Independent Marketing Organizations, etc.
Leadership skills and experience
Ability and desire to manage colleagues, depending on business needs
Professional oral, written and presentation skills
Ability to embrace change and adapt to evolving business priorities and environments and experience in leading change
Salary Range:
$107,920.00 - $177,295.00The 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.
Guardian Life Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guardian Life and has not been reviewed or approved by Guardian Life.
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Leave & Time Off Breadth — Leave appears unusually expansive, including unlimited paid time off for most roles plus additional time for volunteering, bereavement, jury duty, and personal holidays. Paid parental leave is repeatedly positioned as a standout element of the overall package.
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Healthcare Strength — Healthcare coverage is described as broad, spanning medical, dental, vision, telemedicine, second opinions, and multiple supplemental insurance options. Mental-health support is also emphasized through dedicated services and platforms.
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Wellbeing & Lifestyle Benefits — Lifestyle-oriented benefits extend beyond core insurance, including fitness membership and equipment reimbursement and access to caregiving support resources. These offerings reinforce a whole-person approach that can increase perceived total rewards value.
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What We Do
Who we are Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs. What we stand for In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve. Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future. Disclosures: Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25
