Cash & Control Case Manager, Annuity New Business

Guardian Life

Cash Manager processing premium payments for annuity contracts at Guardian. Monitoring application trends and collaborating across departments to enhance processes.

Posted 6/16/2026full-timeBethlehem • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $49,260 - $73,890 per yearWebsite

About the role

Key responsibilities & impact

Responsible for supporting the accurate and timely processing of premium payments for annuity contracts
Monitor cash application trends, suspense activities, and processing discrepancies
Communicate with Financial Advisors regarding the status of their pending annuity applications
Collaborate with Product Management, Compliance, and various departments
Foster a collaborative, consumer-centric, and innovative team culture

Requirements

What you’ll need

Financial service or annuity operations experience
A bachelor’s degree
Exceptional organizational, written, and interpersonal communication skills
Strong ability to simultaneously manage multiple business processes or functions
Exceptional level of accountability, discretion, and independent decision making
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

organizational skillswritten communication skillsinterpersonal communication skillsaccountabilitydiscretionindependent decision makingability to manage multiple processes