Annuity Relationship Manager

Guardian Life Insurance • Bethlehem, PA

20h • Remote

About The Position

Guardian’s Annuity New Business CARE team seeks a dynamic and knowledgeable individual to join our team as an Annuity Relationship Manager. We are looking for someone with exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights into our business and identify innovative ways to accelerate growth. This individual will be responsible for supporting all facets of annuity new business administration and working with internal and external partners. As a member of our CARE Team, you are part of a dynamic group focused on achieving team goals and identifying ways to improve consumer experience. As the Annuity Relationship Manager, you’re highly motivated and empowered to take ownership and accountability for each consumer interaction, keep consumers informed during every step of handling their request, demonstrate genuine care, and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it’s also an acronym for Communicate, Advocate, Respond, and Empower – the actions needed to show CARE. You are Highly adaptable and comfortable with change and ambiguity. Someone with a growth mindset who fosters collaboration and a positive culture. Goal-oriented and able to deliver results aligned with business priorities and key performance metrics. Highly focused on the consumer, motivated to do whatever it takes to make a positive impact and deliver personalized experiences. Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time. An independent decision-maker able to utilize resources and logic to solve problems quickly with minimal leadership assistance. Confident and skilled to control consumer and field escalations; able to utilize resources and use logic to solve problems quickly.

Requirements

• 6+ years’ experience in the financial service industry.
• Experience must include direct customer service experience.
• A bachelor’s degree or equivalent industry experience.
• In-depth knowledge of various annuity products, including fixed, variable, and indexed annuities.
• Excellent phone-based skills, articulate, polite, confident, able to establish relationships with the Field.
• Experience in field training and presenting to small/large groups via Zoom/Teams.
• A consumer-centric mindset; you know what it takes to deliver personalized experiences.
• Exceptional written and verbal communication skills.

Nice To Haves

• FINRA Series 6, preferred.

Responsibilities

• Serve as a subject matter expert on annuities, demonstrating a comprehensive understanding of various annuity products, features, and regulations.
• Effectively cover incoming and outgoing phone calls, serving as a central point of contact for our field partners.
• Meet and exceed individual performance metrics including average calls per day, adhering to daily schedule, Quality Assurance call scores, consumer survey scores, etc.
• Serve as a primary point of contact for field partners, ensuring all requests, inquiries, and communications are handled promptly and professionally.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Support day-to-day team activities and needs including covering roles in times of absence or increased new business volumes.
• Operate at a high level to consistently exceed quality goals and service level agreement standards.

Benefits

• Support and flexibility to achieve your professional and personal goals.
• Skill-building opportunities.
• Leadership development opportunities.
• Philanthropic opportunities.
• Opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
• Contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees