Annuities 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.) 

• Oversite and Support of Regulatory/business risk reporting (i.e. CA Annuity Consumer Protection Semi-Annual reports/Market Conduct Annual Statement reporting/LIMRA SRI Quarterly reporting/etc.) 

• Compliance oversight of the Annual Privacy Mailings and Quarterly statement review  

• Monitor/Update processing system: Early Close and Market Closing 

• Administration of Accurint for Annuities (set up/deletion and submit invoices to be paid) 

• Pricing process oversite  

• Tax reporting/oversite 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.  

• Oversite of 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.