Annuity Operations Case Manager
Annuity Operations Case Manager
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$ 48170 - 72260
1 Vacancy
Job Description
Guardians Annuity New Business CARE team is seeking a dynamic and knowledgeable individual to join our team as an Annuity Operations Case Manager. We are looking for someone with strong initiative exceptional analytical and problemsolving skills attention to detail and intellectual curiosity; enabling us to discover deeper insights into our business and identify innovative ways to accelerate our growth. This individual will be responsible for supporting all facets of new business administration and working with internal and external partners.
As a member of our CARE Team you are part of a dynamic group focused on achieving team goals and identifying ways to improve the consumer experience. As the Operations Case Manager youre highly motivated and empowered to take ownership and accountability for each consumer interaction keep consumers informed during every step of handling their request demonstrate genuine care and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate and its also an acronym for Communicate Advocate Respond and Empower the actions needed to show CARE.
You are
- A positive role model highly focused on the consumer and a strong collaborator and leader with colleagues.
- An independent decisionmaker able to utilize resources and use logic to solve problems quickly with minimal leadership assistance.
- Confident and skilled to control escalations; a shrewd communicator who can provide focused constructive candid updates and feedback.
- Motivated and inspired to do whatever it takes to positively impact our consumers lives and foster their wellbeing.
- Very organized with a strong attention to detail across a variety of tasks.
- Comfortable challenging status quo and offering new ideas and solutions.
- Able to demonstrate ownership and follow through when reviewing workflows exceptions and anomalies and able to identify patterns and trends and offer proactive and practical solutions.
- Highly focused on your own development and success willing to accept stretch assignments and create meaningful development and career plans based on your skill development needs.
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 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 cover 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.
- Operate at a high level to consistently exceed business unit quality and service level agreement standards.
You have
- Minimum of 3 years experience in the financial service industry.
- A bachelors degree or equivalent industry experience.
- Indepth knowledge of various annuity products including fixed variable and indexed annuities.
- Experience working in client support or relationship management role within the financial services industry.
- Excellent organizational skills and attention to detail across a variety of assignments.
- Exceptional level of accountability discretion and independent decision making.
- Skill for a consumercentric mindset; you know what it takes to deliver exceptional Wow experiences.
- Exceptional written and verbal communication skills.
Location
This is a flexible position requiring 3 days per week in the Guardian Bethlehem PA office.
Salary Range:
$48170.00 $72260.00The 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 youll have the support and flexibility to achieve your professional and personal goals. Through skillbuilding leadership development and philanthropic opportunities we provide opportunities to build communities and grow your career surrounded by diverse colleagues with high ethical standards.
Inspire WellBeing
As part of Guardians Purpose to inspire wellbeing we are committed to offering contemporary supportive flexible and inclusive benefits and resources to our colleagues. Explore our company benefits at apply to fulltime 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 individuals 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 .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Manager
Employment Type
Full-Time
