Operations Case Manager, Annuity New Business; Hybrid

Job Overview

Do you want to be part of a collaborative leadership team? Do you think big and grow, accelerate impact, and lead change? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? Do you have a consumer‑centric mindset? If so, you may be a great fit for this Case Manager position with the Annuity New Business team.

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’ll be highly motivated and empowered to take ownership and accountability for each interaction by proactively seeking to understand the individuals behind the work.

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.

• 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.
• Collaborate 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, set appropriate expectations, and provide 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, acting as a liaison to provide updates to management.
• Foster a collaborative, consumer‑centric, and innovative team culture.

• 3 years of financial service or annuity operations experience (preferred).
• Bachelor’s degree (preferred).
• FINRA Securities licenses preferred (Series 6 or
  7).
• 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).

The Operations Case Manager reports to the Annuity Operations Team Lead, who reports to the Manager of Annuity New Business Operations.

The primary location is the Bethlehem, PA office. The employee will be required on site for three days per week and may work from home for two days per week. The applicant must be able to attend campus at any time; the required number of in‑office days may change.

Approximately 10% travel required to Guardian work locations as directed by the manager.

$49,260.00 – $73,890.00. The salary amount will be determined based on the education, experience, knowledge, and abilities of the successful candidate and may include annual, sales, or other incentive compensation.

• Comprehensive health, dental, and vision coverage.
• Retirement plans and financial wellness programs.
• Flexible resources and employee development opportunities.
• Philanthropic and community engagement opportunities.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, gender identity, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Accommodations are available for any known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship.

Guardian is not currently or in the foreseeable future sponsoring employment visas. The applicant must be legally authorized to work in the United States without the need for employer sponsorship.