Operations Case Manager, Annuity New Business (Hybrid)

Guardian Life Insurance•Bethlehem, PA

5d•Hybrid

About The Position

As an Operations Case Manager on the Annuity New Business team, you’ll show genuine care for our field partner and consumers through the work that we do. You’re highly motivated and empowered to take ownership and accountability for each interaction by proactively seeking to understand the individuals behind the work. You’ll keep our field partners and consumers informed during every step of their request and actively engaging with them 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. The ideal candidate will be well organized and experienced in driving positive changes, enjoys team collaboration, and being hands-on with leadership. They possess exceptional communication skills, hold an innovative and proactive mind, and understand what it takes to drive a consumer-centric operation. The candidate will also be well-versed in annuity operations including replacement regulations, Best Interest standards, and various annuity order entry platforms, and ensure adherence to regulations while balancing the consumer experience. The candidate must build relationships within Operations & Services, along with cross-functional business partners throughout Guardian. You are Highly focused on the consumer and know how to translate feedback into actionable leadership. Confident and skilled in managing consumer escalations; able to utilize resources and use logic to solve problems quickly. A shrewd communicator who can provide focused, constructive and honest feedback. Highly focused on personal development and success; inclusive of knowing how to leverage your talent for stretch assignments and co-create meaningful development and career plans.

Requirements

Exceptional organizational, written, and interpersonal communication skills.
Strong ability to simultaneously manage multiple business processes or functions.
Exceptional level of accountability, discretion, and independent decision making.
Demonstrates a positive, professional, and proactive approach to work.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

3 years of financial service or annuity operations experience is preferred.
A bachelor’s degree is preferred.
FINRA Securities licenses are preferred (Series 6 or 7).

Responsibilities

Partner with Financial Representatives to resolve outstanding requirements for new business and post issue transactions.
Proactively monitor, prioritize, and process work items related to annuity new business and post issue functions.
Possess a broad understanding of annuity products, illustrations, systems, and industry regulations.
Monitor daily feeds and communications to ensure annuity orders are properly reflected in our system.
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.