Guardian

Financial Services

OperationsCaseManager,AnnuityNewBusiness(Hybrid)

$49–74k Bethlehem, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Solve problems quickly; Utilize resources; Use logic

Eligibility Requirements

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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