Annuity New Business Case Manager (Hybrid)

Annuity New Business Case Manager

The Annuity New Business Case Manager is responsible for delivering a high-quality service experience while supporting the efficient processing of annuity new business and related operations. This position serves as a primary point of coordination for financial professionals, ensuring requests are handled accurately, proactively, and in accordance with regulatory and company requirements.

The position is responsible for managing complex annuity transactions and monitoring cases through each stage of the business process. Through a CARE-focused approach (Communicate, Advocate, Respond, and Empower), this position helps create positive customer experiences while balancing operational efficiency, risk management, and regulatory compliance.

As an annuity subject matter expert, the Annuity New Business Case Manager provides guidance on replacement regulations, Best Interest standards, suitability requirements, and annuity order entry platforms. This role partners closely with Operations & Services teams and cross-functional business partners to resolve issues, identify process improvements, and support operational excellence.

Through a combination of case ownership, relationship management, and customer advocacy, this position contributes to improved operational performance, enhanced service delivery, and positive outcomes for customers and financial professionals.

You are:

• Highly focused on the consumer and know how to translate feedback into actionable leadership.
• Confident and skilled in managing consumer escalations; able to utilize resources and use logic to solve problems quickly.
• A shrewd communicator who can provide focused, constructive and honest feedback.
• Highly focused on personal development and success; inclusive of knowing how to leverage your talent for stretch assignments and co-create meaningful development and career plans.

You will:

• Serve as a central point of contact for Financial Advisors to resolve outstanding requirements for new business and post issue transactions.
• Monitor application status across systems, proactively following up with internal teams, distributors, or partners to resolve outstanding requirements.
• Possess a broad mastery of Guardian's annuity products, systems, and business rules to provide immediate, hands-on support where workloads fluctuate.
• Escalate issues appropriately and recommend solutions to prevent processing delays or rework.
• Maintain a customer-centric mindset, balancing speed, accuracy, and compliance.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Collaborate on or lead cross-functional tasks and projects, while acting as a liaison to provide updates to management.
• Assist 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.
• Contribute to team success through flexibility, collaboration, and willingness to take ownership of tasks.

You have:

• Minimum of 2 years of financial service or annuity operations experience.
• A bachelor's degree.
• FINRA Securities licenses are preferred (Series 6 or 7).
• 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).

Reporting Relationships

As our Operations Case Manager, you'll report to the Annuity Operations Team Lead, who reports to our Manager of Annuity New Business Operations.

Location

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. You'll be expected to travel to a Guardian work location, as determined by your manager.

Salary Range:

$49,260.00 - $73,890.00

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.

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 View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to View email address on click.appcast.io, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian's document retention policy, a copy of which you may request via View email address on click.appcast.io.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.