Annuity New Business Cash Controls Lead

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

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.