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 2 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.

Health Care

Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

Dental plan

Vision plan

Health care accounts – flexible spending, health reimbursement, and health savings accounts

Critical illness insurance

Life and Disability Insurance

Company-paid Life and Disability insurance plus voluntary supplemental coverage

Accident insurance

Retirement and Financial

401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

Flexible work arrangements (part in-person/part remote)

Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

Emotional well-being, mental health, and work/life resources powered by Spring Health

Wellness programs, including fitness program and equipment reimbursement

Child, adult, and elder back-up care support through Bright Horizons

Adoption assistance

College planning

Tuition reimbursement

Student loan assistance

Commuter benefits in select metropolitan areas

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

Employee Resource Groups:

Colleague Connection Committees

Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

Voluntary self-ID

Pronunciation and phonetic spelling of names

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.