Hybrid Annuity Operations Case Manager

Guardian Life; Bethlehem (Clearfield County); Hybrid; USD 49,260 - 73,890; Full time

Job summary

Guardian Life is seeking an Operations Case Manager for their Annuity New Business team in Bethlehem, PA. This role emphasizes consumer care through effective communication and collaboration with Financial Representatives. Candidates should have strong organizational skills and experience in annuity operations. The position is hybrid, requiring three days in the office and offers a salary range of $49,260 - $73,890 based on qualifications. Further, the role promises opportunities for professional growth and team collaboration.

Qualifications

• 3 years of financial service or annuity operations experience is preferred.
• Exceptional organizational, written, and interpersonal communication skills.
• High level of accountability and independent decision-making.

Responsibilities

• Partner with Financial Representatives to resolve outstanding requirements for new business.
• Monitor, prioritize, and process work items related to annuity new business.
• Triage escalations and complex requests to determine the critical path to resolution.

Skills

Organizational skills

Communication skills

Problem-solving

Proficiency in Microsoft Office Suite

Education

Bachelor’s degree

Job description

Guardian Life is seeking an Operations Case Manager for their Annuity New Business team in Bethlehem, PA. This role emphasizes consumer care through effective communication and collaboration with Financial Representatives. Candidates should have strong organizational skills and experience in annuity operations. The position is hybrid, requiring three days in the office and offers a salary range of $49,260 - $73,890 based on qualifications. Further, the role promises opportunities for professional growth and team collaboration.