Annuity Operations Specialist

Guardian’s Annuity New Business team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist . We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This individual will be responsible for supporting all facets of new business administration and working with internal and external partners.

You will

Assess, prioritize, and process transactions related to annuity new business and post issue functions.

Prepare transfer paperwork and letters of acceptance to send to other annuity carriers.

Manage follow-up calls to other annuity carriers.

Prepare physical contract documents for annuity contract owners.

Work directly with the Annuity Case Managers to identify areas of opportunity to improve service levels and recommend best practices.

Partner closely with Product Management, Compliance, Customer Service and the broader Individual Markets team on product launches and related annuity initiatives.

Provide thoughtful responses to customer experience feedback and assist with implementing business improvements to drive service excellence.

Have a positive impact on our consumer’s lives and foster their well-being.

Operate at a high level to consistently exceed business unit quality and service level agreement standards.

You have

A bachelor's degree or equivalent industry experience.

1 years' experience in high-touch customer service or operations environment.

Knowledge of annuity products or life insurance.

The ability to prioritize multiple tasks and assignments.

Exceptional level of accountability, discretion, and independent decision making.

Location

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

Salary Range :

41,890.00 - $62,830.00

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 applicant_accommodation@glic.com .

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 .

Salary : $41,890 - $62,830