Annuity Operations Care 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:

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.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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 [email protected]. 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.