09/01/2026
The Annuity New Business Operations Case Specialist is responsible for supporting the accurate and timely processing of annuity new business and post-issue transactions. This role serves as a key operational resource by assessing and prioritizing casework, managing follow-up activities, preparing incoming asset transfer requests, and coordinating contract-related communications. The Case Specialist monitors transaction quality, service levels, and operational trends to identify opportunities for improved efficiency, accuracy, and risk mitigation. Through collaboration with Product Management, Compliance, and cross-functional business partners, this role supports successful product implementation, strengthens operational controls, and drives continuous process improvements. By developing deep product and process expertise, the Case Specialist helps deliver operational excellence and exceptional service outcomes. You are Highly focused on the consumer and know how to...
Guardian
Bethlehem, PA
Full Time
