Annuity Operations Specialist

Position Summary

Guardian's Annuity New Business CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist. We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This individual will be responsible for supporting all facets of new business administration and working with internal and external partners.

As an Operations Specialist, you are empowered to take full ownership of each interaction. You ensure our consumers are informed at every stage of their request, demonstrate authentic care, and actively engage to deliver meaningful and memorable experiences. 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. 

You are

• Motivated and inspired to do whatever it takes to positively impact our consumers' lives and foster their well-being
• Comfortable communicating with consumers via email and phone
• Action-oriented with a strong desire and ability to learn and move quickly
• Careful to use procedures and focused on the details to ensure your work is accurate
• Thoughtful and accountable to commitments and deadlines
• Comfortable challenging status quo and offering new ideas and solutions
• A proactive communicator who can give and receive positive, constructive, candid feedback
• Flexible and willing to contribute paid overtime equitably with your colleagues, as needed
• Highly focused on your development and success, willing to accept stretch assignments, and creating meaningful development and career plans based on your skill development needs

You will

• Assess, prioritize, and process transactions related to annuity new business and post issue functions
• Meet and exceed individual performance metrics including quality assurance and accuracy scores, client survey scores, etc.
• Prepare transfer paperwork and letters of acceptance to send to financial institutions
• Manage inbound and outbound new business follow-up calls
• Prepare and mail physical documents for annuity contract owners.
• Work directly with the Operations Case Managers to identify areas of opportunity to improve service levels and recommend best practices.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Develop subject matter expert level knowledge of operational products and processes, including fraud controls, mitigating risk, and driving process improvements

You have  

• A bachelor's degree or equivalent industry experience.
• 2+ years' experience in high-touch customer service or operations environment.
• Knowledge of annuity products or life insurance preferred.
• Excellent organizational skills and attention to detail across a variety of assignments
• Exceptional level of accountability, discretion, and independent decision making
• The ability to work autonomously and within a team
• A positive attitude and dedication to providing superior customer service

Salary Range:

The 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, you'll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at  Benefits apply to full-time 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 individual's 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.