Operations Case Manager, Annuity New Business (Hybrid)

About the role

The ideal candidate will be well organized and experienced in driving positive changes, enjoys team collaboration, and being hands-on with leadership. They possess exceptional communication skills, hold an innovative and proactive mind, and understand what it takes to drive a consumer-centric operation.

Responsibilities

• Show genuine care for our field partner and consumers through the work that we do.
• Keep our field partners and consumers informed during every step of their request and actively engage with them to create meaningful and unexpected experiences.
• Partner with Financial Representatives to resolve outstanding requirements for new business and post issue transactions.
• Proactively monitor, prioritize, and process work items related to annuity new business and post issue functions.
• Possess a broad understanding of annuity products, illustrations, systems, and industry regulations.
• Monitor daily feeds and communications to ensure annuity orders are properly reflected in our system.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Triage escalations and complex requests to determine the critical path to resolution, setting appropriate expectations and providing timely status updates to external partners.
• Aid in systems testing and create training materials for the team.
• Operate at a high level to consistently exceed business unit quality and service level agreement standards.
• Collaborate on or lead cross-functional tasks and projects, while acting as a liaison to provide updates to management.
• Foster a collaborative, consumer-centric, and innovative team culture.

Qualifications

• 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.
• Demonstrates a positive, professional, and proactive approach to work.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Skills

• Consumer-centric mindset.
• Experience in financial service or annuity operations.
• Understanding of annuity products, illustrations, systems, and industry regulations.
• Ability to manage consumer escalations.
• Excellent communication and problem-solving skills.

Benefits

CARE expresses the emotion we want to generate, and it’s also an acronym for Communicate, Advocate, Respond, and Empower – the actions needed to show CARE.

Pay

$49,260.00 - $73,890.00

Schedule

The primary location for this position is our Bethlehem, PA, office location for three days each week, and work from home eligible for two days each week. You must be able to come to campus at any time, and the required number of in-office days are subject to change.

Travel

10% Travel required for this position.