Annuity New Business Case Manager, Cash Management & Control (Hybrid)

Location: Bethlehem, Pennsylvania, United States; hybrid schedule with three days per week in the Bethlehem office and two days working from home. Must be able to come to campus when required; in-office requirements may change. 10% travel to a Guardian work location is required.

Salary: $49,260.00–$73,890.00 annual base pay, with possible eligibility for annual, sales, or other incentive compensation.

Company

hirify.global provides insurance and financial services and supports employee development, inclusive benefits, and community-focused initiatives.

What you will do

• Monitor, prioritize, and process cash-related work items for annuity new business and post-issue functions.
• Monitor daily feeds and communications to ensure annuity orders are accurately reflected in systems.
• Manage cash application trends, suspense activities, reconciliations, discrepancies, and exception handling to improve accuracy and reduce financial risk.
• Communicate with Financial Advisors about pending annuity applications and triage escalations and complex requests through resolution.
• Partner with Product Management, Compliance, and other departments on compliant product launches and cross-functional initiatives.
• Assist with systems testing, create team training materials, provide management updates, and support quality and service-level goals.

Requirements

• Financial services or annuity operations experience.
• Bachelor’s degree.
• Understanding of annuity products, illustrations, systems, and industry regulations.
• Exceptional organizational, written, and interpersonal communication skills.
• Ability to manage multiple business processes or functions simultaneously.
• Exceptional accountability, discretion, and independent decision-making ability.
• Positive, professional, proactive approach with analytical thinking and sound judgment in complex business scenarios.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Culture & Benefits

• Hybrid work arrangement with three office days and two work-from-home days per week.
• Support for professional and personal goals through skill-building and leadership development.
• Inclusive environment with diverse colleagues and high ethical standards.
• Full-time eligible employees may receive contemporary, supportive, and flexible benefits and resources.
• Philanthropic opportunities and initiatives focused on building communities and inspiring well-being.