Annuity New Business Case Manager, Cash Management & Control (Hybrid)

Guardian; Bethlehem (Northampton County); Hybrid; USD 49,000 - 74,000; Full time

Benefits offered by this job

Benefits package

Hybrid work arrangement

Job summary

Guardian seeks an Annuity New Business Case Manager to oversee cash handling for premium payments and ensure accurate processing of annuity applications. You will monitor cash flows, collaborate with advisors, and drive process improvements across departments to enhance accuracy and service levels.

The role requires a bachelor’s degree and experience in financial services or annuity operations, with a hybrid work arrangement at our Bethlehem, PA office three days a week and two days from home.

Qualifications

• Financial service or annuity operations experience.
• Bachelor's degree required.
• Exceptional organizational, written and interpersonal communication skills.
• Strong ability to manage multiple business processes or functions.
• High level of accountability, discretion and independent decision making.
• Positive, professional and proactive approach to work.
• Proficiency in Word, Excel, PowerPoint, Outlook.

Responsibilities

• Proactively monitor, prioritize and process cash related work items for annuity new business and post issue functions.
• Understand annuity products, illustrations, systems and regulations.
• Monitor daily feeds to ensure orders reflect in our system.
• Communicate status of pending annuity applications to Financial Advisors.
• Collaborate with Product Management, Compliance and other departments on product launches.
• Triage escalations and complex requests with timely status updates to partners.
• Assist in systems testing and training materials for the team.
• Aim to exceed quality and service level agreements consistently.
• Lead cross-functional tasks and provide management updates.
• Foster a collaborative, consumer-centric and innovative team culture.

Skills

Financial services experience

Analytical thinking

Organizational skills

Multitasking

Accountability & discretion

Proactive attitude

Microsoft Office Suite

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Position Summary
The Annuity New Business Case Manager is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations.
The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience.
Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen financial controls, and ensure a reliable and seamless premium application experience.
You are

• Highly focused on the consumer and know how to translate feedback into actionable leadership.
• A proactive and analytical thinker with the ability to assess complex business scenarios and implement effective solutions.
• You thrive in a dynamic environment, take ownership of challenges, and exercise discretion and sound judgment in guiding teams toward operational excellence
• A shrewd communicator who can provide focused, constructive and honest feedback.
  

You will

• Proactively monitor, prioritize, and process cash related work items related to annuity new business and post issue functions.
• Possess an understanding of annuity products, illustrations, systems, and industry regulations.
• Monitor daily feeds and communications to ensure annuity orders are properly reflected in our system.
• Communicate with Financial Advisors regarding the status of their pending annuity applications.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Triage escalations and complex requests to determine the critical path to resolution, setting appropriate expectations and providing timely status updates to external partners.
• Assist in systems testing and create training materials for the team.
• Operate at a high level to consistently exceed business unit quality and service level agreement standards.
• Collaborate on or lead cross functional tasks and projects, while acting as a liaison to provide updates to management.
• Foster a collaborative, consumer-centric, and innovative team culture.
  

You have

• Financial service or annuity operations experience.
• A bachelor\'s degree.
• Exceptional organizational, written, and interpersonal communication skills.
• Strong ability to simultaneously manage multiple business processes or functions.
• Exceptional level of accountability, discretion, and independent decision making.
• Demonstrates a positive, professional, and proactive approach to work.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  

Reporting Relationships
The Annuity New Business Case Manager will report to the Annuity Operations Team Lead, who reports to our Manager of Annuity New Business Operations.
Location
The primary location for this position is our Bethlehem, PA, office location for three days each week, and work from home eligible for two days each week. You must be able to come to campus at any time, and the required number of in-office days are subject to change.
Travel
10% Travel required for this position. You\'ll be expected to travel to a Guardian work location, as determined by your manager.
Salary Range:
$49,260.00 - $73,890.00
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 [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.
Visa Sponsorship
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship\/support now or at any time in the future.
Notice Regarding Guardian\'s Use of Artificial Intelligence in Recruitment
As part of Guardian\'s job application process, Guardian may use artificial intelligence tools (\"AI Tools\") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian\'s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian\'s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian\'s document retention policy, a copy of which you may request via [e-mail].
Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.