Hybrid Annuity New Business Operations Manager

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

Job summary

Guardian Life Insurance in Bethlehem, PA, seeks an Annuity New Business Case Manager to oversee premium payments processing for annuities, ensure cash handling accuracy, and maintain regulatory compliance. The role emphasizes improving controls, efficiency, and customer/advisor experience through data-driven process improvements.

The position requires strong analytical thinking, effective communication with Financial Advisors, and collaboration across Product Management and Compliance to deliver

Qualifications

• Financial service or annuity operations experience.
• Bachelor's degree.
• Excellent organizational, written, and interpersonal communication skills.
• Ability to multitask across multiple processes or functions.
• Discretion, accountability, and independent decision making.
• Positive, professional, and proactive approach.
• Proficiency in Microsoft Office Suite.

Responsibilities

• 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.

Skills

Consumer focus

Analytical thinking

Accountability

Communication

Cash handling

Annuity knowledge

System monitoring

Client communication

Cross-functional collaboration

Problem solving

Training material creation

Quality & SLA focus

Collaboration

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Guardian Life Insurance in Bethlehem, PA, seeks an Annuity New Business Case Manager to oversee premium payments processing for annuities, ensure cash handling accuracy, and maintain regulatory compliance. The role emphasizes improving controls, efficiency, and customer/advisor experience through data-driven process improvements.

The position requires strong analytical thinking, effective communication with Financial Advisors, and collaboration across Product Management and Compliance to deliver