Annuity New Business Case Manager
Guardian Life Insurance • Bethlehem, PA13d • $49,260 - $73,890 • Hybrid
Life Insurance Case Manager Jobs
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Annuity New Business Case Manager, Cash Management & Control (Hybrid)
Guardian Life Insurance•Bethlehem, PA
•$49,260 - $73,890•Hybrid
About The Position
The Annuity New Business Case Manager supports the accurate and timely processing of premium payments for annuity contracts. The role ensures proper cash handling, reconciliation, and compliance with regulatory and operational requirements, helping safeguard funds, minimize financial risk, and maintain the integrity of new business operations. The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities to improve controls, efficiency, and accuracy. By analyzing payment workflows and exception handling, the role helps reduce errors, improve turnaround times, and enhance the customer and advisor experience. Through cash oversight, process governance, and cross-functional collaboration, the Case Manager contributes to operational excellence, strong financial controls, and a reliable premium application experience. The position is based primarily at Guardian’s Bethlehem, Pennsylvania office three days per week, with work from home eligible two days per week. The required number of in-office days may change, and the employee must be able to come to campus as needed. Travel of 10% is required to a Guardian work location as determined by the manager.
Requirements
- Financial services or annuity operations experience.
- Bachelor’s degree.
- Exceptional organizational, written, and interpersonal communication skills.
- Ability to manage multiple business processes or functions simultaneously.
- Exceptional accountability, discretion, and independent decision-making.
- Positive, professional, and proactive approach to work.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Ability to travel 10% to a Guardian work location as determined by the manager.
- Ability to work from the Bethlehem, Pennsylvania campus as required, including the stated three in-office days per week.
Responsibilities
- Proactively monitor, prioritize, and process cash-related work items for annuity new business and post-issue functions.
- Monitor daily feeds and communications to ensure annuity orders are properly reflected in the system.
- Communicate with Financial Advisors regarding the status of pending annuity applications.
- Partner with Product Management, Compliance, and other departments to coordinate successful and compliant product launches.
- Triage escalations and complex requests, determine the critical path to resolution, set expectations, and provide timely status updates to external partners.
- Assist with systems testing and create training materials for the team.
- Consistently meet or exceed business-unit quality and service-level agreement standards.
- Collaborate on or lead cross-functional tasks and projects, serving as a liaison who provides updates to management.
- Foster a collaborative, consumer-centric, and innovative team culture.
Benefits
- Skill-building and leadership development opportunities.
- Philanthropic opportunities.
- Contemporary, supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
- The role may be eligible for annual, sales, or other incentive compensation in addition to base salary.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
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Frequently Asked Questions
Common questions about Life Insurance Case Manager careers and jobs.
Based on current job postings on Teal, the average Life Insurance Case Manager salary in the US is approximately $71,000 per year, with a typical range of $65,000 to $80,000.
