Annuity New Business Case Manager, Cash Management & Control

Guardian Life

. Proactively monitor, prioritize, and process cash-related work items for annuity new business and post-issue functions .

Posted 10/26/2026full-timeBethlehem • Pennsylvania • United StatesMid-LevelSenior💰 $49,260 - $73,890 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in annuity operations and financial services, with strong organizational and communication skills to manage multiple processes effectively. Proficient in collaborating across departments to ensure compliance and enhance product launches.

Highest-signal resume keywords

Annuity Operations ExperienceBachelor's DegreeMicrosoft Office Suite ProficiencyOrganizational SkillsInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Annuity Products KnowledgeSystems TestingCash-Related Work ProcessingBusiness Process ManagementQuality Assurance Standards

Soft Skills

Exceptional AccountabilityDiscretionIndependent Decision MakingProactive ApproachCollaborative Team Culture

Industry Keywords

Financial ServicesComplianceProduct ManagementConsumer-Centric ApproachService-Level Agreements

About the role

Key responsibilities & impact

Proactively monitor, prioritize, and process cash-related work items for annuity new business and post-issue functions
Apply knowledge of annuity products, illustrations, systems, and industry regulations
Monitor daily feeds and communications to ensure annuity orders are properly reflected in the system
Communicate with Financial Advisors regarding pending annuity applications
Partner with Product Management, Compliance, and other departments on compliant product launches
Triage escalations and complex requests, determine resolution paths, set expectations, and provide status updates
Assist with systems testing and create team training materials
Exceed business unit quality and service-level agreement standards
Collaborate on or lead cross-functional tasks and projects and provide management updates
Foster a collaborative, consumer-centric, and innovative team culture
Report to the Annuity Operations Team Lead

Requirements

What you’ll need

Financial service or annuity operations experience
Bachelor’s degree
Exceptional organizational, written, and interpersonal communication skills
Ability to simultaneously manage multiple business processes or functions
Exceptional accountability, discretion, and independent decision making
Positive, professional, and proactive approach to work
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Legally authorized to work in the United States without employer sponsorship now or in the future
Able to come to campus at any time
10% travel required

Benefits

Comp & perks

Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources
Benefits for full-time eligible employees