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Operations Case Manager, Annuity New Business
Guardian LifeOperations Case Manager on the Annuity New Business team at Guardian, ensuring a consumer-centric approach and compliance with annuity regulations.
Posted 5/7/2026full-timeBethlehem • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $49,260 - $73,890 per yearWebsite
About the role
Key responsibilities & impact- Show genuine care for field partners and consumers through proactive interactions.
- Monitor, prioritize, and process work items related to annuity new business and post-issue functions.
- Build relationships within Operations & Services and cross-functional business partners.
- Collaborate on cross-functional tasks and projects, providing updates to management.
- Lead and triage escalations and complex requests to ensure timely resolution.
Requirements
What you’ll need- 3 years of financial service or annuity operations experience is preferred.
- A bachelor’s degree is preferred.
- FINRA Securities licenses are preferred (Series 6 or 7).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
- Philanthropic opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial service experienceannuity operations experienceMicrosoft Office SuiteWordExcelPowerPointOutlook
Soft Skills
proactive interactionsrelationship buildingcollaborationcommunicationleadershipproblem-solving
Certifications
FINRA Securities licensesSeries 6Series 7