Head of Annuity Operations Distributor Relationships and Inforce Administration
Join to apply for the Head of Annuity Operations Distributor Relationships and Inforce Administration role at Guardian Life
Head of Annuity Operations Distributor Relationships and Inforce Administration
5 days ago Be among the first 25 applicants
Join to apply for the Head of Annuity Operations Distributor Relationships and Inforce Administration role at Guardian Life
As Head of Annuity Operations Distributor Relationships and Inforce Administration you will lead the Annuity New Business Support Desk (assisting agents, advisors and Distribution Partners with pending new business inquires) and oversee inforce operations who interacts with clients and advisors to execute transactions based on our CARE model. CARE: Communicate, Advocate, Respond, and Empower – the actions needed to show CARE. Finally, you will serve as the primary operations point of contact for Distribution Partners. You will be a critical leader who will inspire your teams to reach satisfaction goals.
In this role you will proactively identify opportunities to exceed expectations and wow the people we serve. You will ensure alignment with Guardian’s Distribution, Product, Service, Technology, Customer Advocacy, Customer Service and overall Operations strategy. Distributors and strategic partners will depend on you as a key contact for high-profile cases and situations/escalations that require subject matter expertise. You will be an innovative thought leader leveraging industry and technical experience to develop and execute business cases.
You are
* A collaborative leader who can build trust with colleagues along with internal and external partners.
* Able to transform conceptual thinking into executable action while partnering across our organization to leverage shared service partners effectively.
* An annuity subject matter expert with knowledge of platforms, distributors, products, and the regulatory landscape.
* Able to create and deliver presentations and material to support the partners we serve and represent Operations in various forums.
You will
* Build trust will your team and all partners
* Collaborate across teams to deliver experiences that create a competitive advantage
* Act with urgency and ownership to resolve customer issues. Proactively identify and resolve issues when possible. Work to ensure self and team prioritize the experience of the people we serve
* Become a SME with all Guardian admin, eApp, and client/agent facing systems and be the primary trainer of your team
* Create and deliver colleague, distributor and field facing reference material.
* Be the primary creator of training content for your team.
* Create and present communications to internal and external teams as required.
* Develop, collect and disseminate KPIs as required by partners and leaders
* Understand industry trends to evolve processes and roadmaps
* Be a key contributor on systems and other efforts by drafting requirements, etc.
* Demonstrate the courage to make difficult decisions and have candid conversations
* Encourage candor and transparency
* Use feedback and data to improve or change business process/procedures and team outcomes
You have
* Bachelor’s Degree
* 8+ years of annuity operations experience including new business and inforce.
* Series 6 and 26 FINRA Licensed
* Experience working with/ leading operational teams who also provide phone support
* Experience supporting distributor partners with operational onboarding and their ongoing needs
* Experience with AnnuityNet, Firelight, and Affirm platforms
* Strong working knowledge of Fixed, Indexed and Variable Annuities
* The ability to support accelerated growth, build trust, form relationships and lead change
* Knowledge / experience implementing annuity technology and processes to support industry standards / platforms
* Experience working with various distribution partners: Broker/Dealers, Banks, Independent Marketing Organizations, etc.
* Leadership skills and experience
* Ability and desire to manage colleagues, depending on business needs
* Professional oral, written and presentation skills
* Ability to embrace change and adapt to evolving business priorities and environments and experience in leading change
Salary Range:
$107,920.00 - $177,295.00
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.
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 www.guardianlife.com/careers/corporate/benefits. 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 applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Seniority level
* Seniority level
Director
Employment type
* Employment type
Full-time
Job function
* Job function
Management and Manufacturing
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