The board
- Hours
- Full time
- Where
- Bethlehem
- Posted
- Sep 2
The Annuity New Business Coordinator is responsible for supporting the efficient processing and continuous improvement of annuity new business operations. This position monitors workflow and attrition trends to support operational performance and process improvement. The Annuity New Business Coordinator will also play a key role in partnering with Learning & Development, ensuring consistent application of procedures and best practices across the team.
This position is also responsible for maintaining and updating standard operating procedures and field facing training material to reflect regulatory requirements and operational changes.
What you'd do
- Coordinate and track annuity new business from receipt through issuance, ensuring workflows are completed accurately and timely.
- Monitor application status across systems, proactively following up with internal teams, distributors, or partners to resolve outstanding requirements.
- Serve as a central point of contact for Financial Advisors to resolve outstanding requirements for new business and post issue transactions.
- Escalate issues appropriately and recommend solutions to prevent processing delays or rework.
- Apply established controls and checkpoints to ensure completeness, accuracy, and regulatory adherence.
- Maintain a customer‑centric mindset, balancing speed, accuracy, and compliance.
- Possess a broad mastery of Guardian’s annuity products, systems, and business rules to provide immediate, hands‑on support where workloads fluctuate.
- Identify opportunities to simplify processes, reduce touchpoints, and improve clarity for internal and external partners.
- Provide feedback on recurring issues, trends, or gaps that impact efficiency or quality.
- Assist with updating procedures, job aids, and checklists to support consistent execution.
What they want
- A proactive and analytical thinker with the ability to assess complex business scenarios and implement effective solutions.
- You thrive in a dynamic environment, take ownership of challenges, and exercise discretion and sound judgment in guiding teams toward operational excellence
- A shrewd communicator who can provide focused, constructive and honest feedback.
- Highly focused on personal development and success; inclusive of knowing how to leverage your talent for stretch assignments and co-create meaningful development and career plans.
- Minimum of 4 years of financial service or annuity operations experience.
- A bachelor’s degree.
- FINRA Securities licenses are preferred (Series 6 or 7).
- Exceptional organizational, written, and interpersonal communication skills.
- Strong ability to simultaneously manage multiple business processes or functions.
- Exceptional level of accountability, discretion, and independent decision making.
- Starts
- 2026-08-06