The Guardian Insurance & Annuity Company’s (GIAC) New Business team is seeking a dynamic and knowledgeable individual to join our team as an **Annuity Operations Case Manager** . As an integral part of our organization, you will play a crucial role in ensuring seamless interactions with our consumers and applying your expertise to build lasting relationships. The ideal candidate will possess a deep understanding of annuities and showcasing agility and adaptability in a dynamic financial services environment.

You will

+ Serve as a subject matter expert on annuities, demonstrating a comprehensive understanding of various annuity products, features, and regulations. Provide mentorship and support to our consumers, financial advisors, and internal teams regarding annuity-related inquiries and transactions.

+ Effectively manage annuity cases from initiation to resolution, overseeing the entire process to ensure accuracy and compliance. Collaborate with internal departments, external partners, and clients to optimize workflows and provide an exceptional customer experience.

+ Cultivate and maintain strong relationships with our consumers, financial advisors, and other stakeholders. Act as a trusted partner, providing proactive communication, timely updates, and personalized solutions to address individual needs and concerns.

+ Effectively handle incoming and outgoing phone calls, serving as a central point of contact for our consumers.

+ Partner with product management, compliance, and various departments across the organization to orchestrate successful and compliant product launches.

+ Demonstrate the ability to work independently and collaboratively within a team, efficiently managing multiple business processes or functions.

+ Infuse a genuine passion for prioritizing the consumer experience by consistently prioritizing their needs and preferences. Proactively identify opportunities to create memorable experiences that exceed expectations and foster a client-centric environment.

You have

+ Minimum of 3 years of experience in the financial services industry.

+ In-depth knowledge of various annuity products, including fixed, variable, and indexed annuities.

+ College degree preferred or equivalent professional work experience.

+ Experience working in client support or relationship management role within the financial services industry.

+ Agility and adaptability to navigate complex and changing regulatory environments.

+ Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal stakeholders.

+ Proven ability to manage multiple tasks and priorities in a fast-paced environment.

Location

This is a flexible position requiring 3 days per week in the Guardian Bethlehem, PA office.

**Salary Range:**

$48,170.00 - $72,260.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

**Our Promise**

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

**Inspire Well-Being**

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._

**Equal Employment Opportunity**

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

**Accommodations**

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected] .

**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .