Annuity Operations Care Specialist at Guardian Life Insurance

Annuity Operations Specialist

Guardian's Annuity In-Force Operations 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 role is responsible for delivering accurate, timely, and compliant processing to support end-to-end in-force annuity transactions. As well as providing a high-touch service experience to our customers.

As an Operations Specialist, you are empowered to take full ownership of each request from intake through resolution. You ensure stakeholders are informed at every stage, resolve complex issues independently, and escalate when appropriate to meet service and regulatory expectations.

This role embraces the CARE mindset Communicate, Advocate, Respond, and Empower demonstrating authentic care for contract holders, field partners, and internal teams while driving operational excellence.

You are:

• Motivated to positively impact customer and partner experiences through accurate in-force transaction processing
• Action-oriented with the ability to assess priorities and manage competing deadlines
• Detail-oriented and procedure-driven with a strong commitment to quality and compliance
• Comfortable communicating complex information clearly via email and phone
• Accountable for outcomes and follow-through
• Willing to challenge existing processes and contribute ideas for improvement
• A collaborative team member open to feedback
• Flexible to contribute overtime equitably when needed

You will:

• Process and prioritize a wide range of in-force annuity transactions
• Provide high-level service to contract holders and internal partners
• Own complex or escalated in-force cases from intake to resolution
• Perform root-cause analysis on issues and recommend improvements
• Meet or exceed quality, accuracy, and timeliness metrics
• Partner with Product, Compliance, Finance, Treasury, and Contact Center teams
• Develop subject-matter expertise in annuity products, systems, and procedures
• Participate in cross-functional projects and initiatives

You have:

• College degree preferred or equivalent industry experience
• 2+ years of insurance, annuity, or retirement operations experience
• Working knowledge of annuity products preferred
• Strong organizational skills and attention to detail
• Ability to exercise discretion and independent judgment
• Proficiency in Microsoft Outlook, Word, and Excel preferred
• A positive, service-oriented mindset and commitment to continuous learning

Location:

This is a hybrid role, requiring three days per week onsite in either Bethlehem, PA or Pittsfield, MA office. Team members must be able to come to campus as needed. Onsite requirements are subject to change based on business needs.

Travel:

No travel is required for this position.

Salary Range:

$42,830.00 - $64,250.00

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.