Annuities Operations Consultant

Annuity Operations Consultant

Guardian's Annuity Inforce Team seeks a dynamic and knowledgeable individual to join our team as an Annuity Operations Consultant. We are looking for someone with exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights into our business and identify innovative ways to accelerate growth. This individual will be responsible for supporting all facets of annuity new business administration and working with internal and external partners.

As an Operations Consultant, you're highly motivated and empowered to take ownership and accountability for each interaction, keep people informed during every step of handling their request, demonstrate genuine care, and actively engage.

You are:

• Highly adaptable and comfortable with change and ambiguity. Someone with a growth mindset who fosters collaboration and a positive culture.
• Goal-oriented and able to deliver results aligned with business priorities and key performance metrics.
• Highly focused on the consumer, motivated to do whatever it takes to make a positive impact and deliver personalized experiences.
• Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.
• Confident and independent decision-maker able to utilize resources and logic to resolve issues efficiently with minimal leadership assistance.
• Confident and skilled to control consumer and field escalations; able to utilize resources and use logic to solve problems quickly.
• Collaborative partner who builds trust and works effectively across teams and functions.
• Detail oriented and comfortable operating in a highly regulated environment, with a strong commitment to accuracy and risk awareness.
• Able to create and deliver clear presentations and job aid materials.

You will:

• Serve as the primary operations coordinator of Regulatory mailings (i.e. funds/prospectus/etc.)
• Oversee and support Regulatory/business risk reporting (i.e. CA Annuity Consumer Protection Semi-Annual reports/Market Conduct Annual Statement reporting/LIMRA SRI Quarterly reporting/etc.)
• Provide compliance oversight of the Annual Privacy Mailings and Quarterly statement review
• Monitor/Update processing system: Early Close and Market Closing
• Administer Accurint for Annuities (set up/deletion and submit invoices to be paid)
• Oversee the pricing process
• Handle tax reporting/oversight responsibilities as required
• Monitor/process the Annual Purge of Records in all systems/products
• Operate at a high level to consistently exceed quality goals and service level agreement standards.
• Oversee submitted incident tickets

You have:

• 5+ years' experience in the financial service industry.
• A bachelor's degree or equivalent industry experience.
• Knowledge of various annuity products, including fixed, variable, and indexed annuities.
• A consumer-centric mindset; you know what it takes to deliver personalized experiences.
• Exceptional written and verbal communication skills.

Location:

This is a hybrid position requiring 3 days per week in our Bethlehem, PA or Pittsfield, MA office location. You must be able to come on campus at any time, and the required number of in-office days are subject to change.

Salary Range:

$68,970.00 - $113,310.00

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 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.

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