Guardian
Financial Services
OperationsCaseManager,AnnuityNewBusiness(Hybrid)
Neural analysis suggests this role is
optimal for Manager candidates.
“Operations Case Manager, Annuity New Business (Hybrid) at Guardian. Skills: Annuity new business, Operations management, Case management. Partner with Financial Representatives. Resolve outstanding requirements”
What You'll Achieve.
Exceed business unit quality standards; Exceed service level agreement standards
Industry & Context.
Solve problems quickly; Utilize resources; Use logic
10% Travel required, Come to campus anytime
What They're Looking For.
Must Have
Ability to manage multiple business processes, Exceptional accountability, Discretion, Independent decision making, Positive professional proactive approach
Nice to Have
3 years financial service experience, 3 years annuity operations experience, Bachelor's degree, FINRA Securities licenses, Series 6 or 7 license
What You'll Do.
Partner with Financial Representatives
Resolve outstanding requirements
Prioritize work items
Monitor communications
Ensure annuity orders reflected
Partner with Product Management
Partner with Compliance
Partner with various departments
Orchestrate product launches
Triage complex requests
Determine critical path
Set appropriate expectations
Provide timely status updates
Assist in systems testing
Create training materials
Exceed business unit standards
Exceed service level standards
Collaborate on cross functional tasks
Lead cross functional tasks
Provide updates to management
Foster collaborative culture
Foster consumer-centric culture
Foster innovative culture
How You'll Work.
Team & Collaboration
Cross-functional business partners; Leadership team
Communication Scope
Written communication; Interpersonal communication; Focused feedback; Constructive feedback; Honest feedback; Status updates
Process & Methodology
Cross functional projects
Full Job Description
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, then 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’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, c
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