Hybrid Annuity New Business Cash Control Manager

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

Job summary

Guardian Life, based in Bethlehem, PA, is seeking an Annuity New Business Case Manager to oversee cash application, payments processing, and compliance for annuity contracts in a hybrid work setting (3 days onsite, 2 days remote).

The role focuses on accurate cash handling, reconciliation, monitoring of workflow, and collaboration with Advisors and cross-functional teams to drive operational excellence and strong financial controls.

Qualifications

• Bachelor’s degree required.
• Experience in financial services or annuity operations.
• Strong organizational and communication skills.
• Ability to manage multiple processes concurrently.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Proactively monitor and process cash-related work items for annuity new business.
• Ensure accurate cash handling, payment applications, and reconciliation.
• Coordinate with Financial Advisors and cross-functional teams.
• Support system testing and training materials.
• Maintain adherence to regulatory requirements and internal controls.

Skills

Organizational skills

Written communication

Interpersonal skills

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Guardian Life, based in Bethlehem, PA, is seeking an Annuity New Business Case Manager to oversee cash application, payments processing, and compliance for annuity contracts in a hybrid work setting (3 days onsite, 2 days remote).

The role focuses on accurate cash handling, reconciliation, monitoring of workflow, and collaboration with Advisors and cross-functional teams to drive operational excellence and strong financial controls.