Cash & Control Case Manager, Annuity New Business (Hybrid)

Job Overview The Cash Management & Control Case Manager, Annuity New Business is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations. Responsibilities Proactively monitor, prioritize, and process cash related work items for annuity new business and post‑issue functions. Monitor daily feeds and communications to ensure annuity orders are properly reflected in the system. Communicate with Financial Advisors regarding the status of pending annuity applications. Partner with Product Management, Compliance and other departments to orchestrate successful, compliant product launches. Triage escalations and complex requests to determine the critical path to resolution, set expectations and provide timely status updates to external partners. 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. Collaborate on or lead cross‑functional tasks and projects, acting as liaison to provide updates to management. Foster a collaborative, consumer‑centric, and innovative team culture. Monitor cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Qualifications Financial service or annuity operations experience. Bachelor’s degree. 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 The Cash Management & Control Case Manager, Annuity New Business will report to the Annuity Operations Team Lead, who reports to the Manager of Annuity New Business Operations. Location & Travel Primary location: Bethlehem, PA. Office required three days per week with work‑from‑home eligible for two days. Must be able to come to campus at any time. Travel of approximately 10% is required; travel may include visits to Guardian work locations as determined by the manager. Salary Range $49,260.00 – $73,890.00 (base pay for the primary location; total compensation may vary based on experience and qualifications; eligibility for incentive compensation). 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, 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 and reasonable accommodations for individuals with disabilities. Visa Sponsorship Guardian does not currently sponsor employment visas; applicants must be legally authorized to work in the United States without employer sponsorship. #J-18808-Ljbffr The Guardian Life Insurance Company of America