Annuity Operations Care Specialist
About the role
The Guardian’s Annuity In-Force Operations CARE team is seeking a highly motivated individual to develop and grow their experience as an Annuity Operations Specialist. This role supports annuity growth and involves delivering accurate, timely, and compliant processing for in-force annuity transactions.
Responsibilities
- Process and prioritize a wide range of in-force annuity transactions
- Provide high-level service to contract holders and internal partners
- Own complex or escalated in-force cases from intake to resolution
- Perform root-cause analysis on issues and recommend improvements
- Meet or exceed quality, accuracy, and timeliness metrics
- Partner with Product, Compliance, Finance, Treasury, and Contact Center teams
- Develop subject-matter expertise in annuity products, systems, and procedures
- Participate in cross-functional projects and initiatives
Requirements
- College degree preferred or equivalent industry experience
- 2+ years of insurance, annuity, or retirement operations experience
- Working knowledge of annuity products preferred
- Strong organizational skills and attention to detail
- Ability to exercise discretion and independent judgment
- Proficiency in Microsoft Outlook, Word, and Excel preferred
Qualifications
- A positive, service-oriented mindset and commitment to continuous learning
- Motivated to positively impact customer and partner experiences through accurate in-force transaction processing
- Action-oriented with the ability to assess priorities and manage competing deadlines
- Detail-oriented and procedure-driven with a strong commitment to quality and compliance
- Comfortable communicating complex information clearly via email and phone
- Accountable for outcomes and follow-through
- Willing to challenge existing processes and contribute ideas for improvement
- A collaborative team member open to feedback
- Flexible to contribute overtime equitably when needed
Benefits
This role offers a competitive salary range of $42,830.00 - $64,250.00, with the potential for annual, sales, or other incentive compensation. Guardian provides a variety of benefits including:
- Supportive, flexible, and inclusive benefits and resources
- Opportunities for skill-building, leadership development, and philanthropy
- Access to a positive, service-oriented workplace culture
Pay
$42,830.00 - $64,250.00
Schedule
This is a hybrid role requiring three days per week onsite in either Bethlehem, PA or Pittsfield, MA office. Team members must be able to come to campus as needed. Overtime is equitable when needed.
Location
Bethlehem, PA or Pittsfield, MA office
Skills
Communication, Advocacy, Response, Empowerment, Accurate in-force transaction processing, Insurance, Annuity, Retirement operations, Microsoft Outlook, Word, Excel
Benefits
Supportive, flexible, and inclusive benefits and resources, Skill-building, Leadership development, Philanthropy, Positive, Service-oriented workplace culture
Pay
$42,830.00 - $64,250.00
Schedule
Hybrid role requiring three days per week onsite in either Bethlehem, PA or Pittsfield, MA office. Overtime is equitable when needed.
Legal/EEO Information
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. 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. Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.