Annuity New Business Operations Specialist

Guardian Life; Bethlehem (Northampton County); Hybrid; USD 43,000 - 64,000; Full time

Job summary

Guardian Life is seeking an Operations Case Specialist in Bethlehem, PA. The role focuses on accurate processing of annuity new business and post-issue transactions, coordinating asset transfers, and managing communications with contract owners.

The position requires a bachelor’s degree or equivalent experience, strong organizational and communication skills, and the ability to manage multiple priorities in a customer-focused environment.

Qualifications

• A bachelor's degree or equivalent professional experience.
• Strong organizational, written, and interpersonal communication skills.
• Demonstrated ability to effectively manage multiple priorities and business functions simultaneously.
• A high degree of accountability, sound judgment, discretion, and independent decision-making capability.

Responsibilities

• Review, prioritize, and process annuity new business and post-issue transactions.
• Initiate incoming asset transfer requests by preparing documentation and coordinating with financial institutions.
• Manage inbound and outbound calls to obtain outstanding requirements for case completion.
• Prepare, distribute, and mail contract-related documents to annuity contract owners.
• Collaborate with Operations Case Managers and cross-functional partners to support product launches and process improvements.

Skills

Organizational skills

Written communication

Interpersonal communication

Multitasking

Accountability

Education

Bachelor's degree

Tools

Job description

Guardian Life is seeking an Operations Case Specialist in Bethlehem, PA. The role focuses on accurate processing of annuity new business and post-issue transactions, coordinating asset transfers, and managing communications with contract owners.

The position requires a bachelor’s degree or equivalent experience, strong organizational and communication skills, and the ability to manage multiple priorities in a customer-focused environment.