Individual Markets - Claims Specialist - Annuity

Guardian Life Bethlehem , PA 18018

Posted 2 weeks ago

Position to be located in Bethlehem, PA

Who we are:

Guardian is a Fortune 250 global financial services company, as well as one of the largest mutual insurance companies in America. Guardian offers a range of insurance products from life insurance and disability income insurance to annuities and dental plans.

We are proud to be able to deliver on our commitments and to be able to serve our clients when they need us the most. Our superior customer service was recognized across the industry with the 2015, 2016, 2017, 2018 and 2019 DALBAR Service Award. We are committed to creating better futures for our clients, employees, and communities. We do this by keeping our values in sight:

  • We do the right thing

  • People count

  • We hold ourselves to very high standards

Candidate Responsibilities:

Working under direct supervision, this position is focused on providing high-quality service to our clients, which may include responding to claim service inquiries, including notice of claim along with accurate and timely handling of Annuity Death Claims while adhering to IRS, State, Legal and Compliance guidelines. Same day processing is required upon receipt of the final outstanding requirement.

Some of the responsibilities will include:

  • Reviewing Claim forms to be in good order

  • Providing timely and proper telephone and written follow up on outstanding requirements

  • Understand contracts and identify and confirm beneficiary/ies and make accurate payments

  • Work with Senior Claims Specialist-Annuity on complex claims

Functional Skills

  • Your meticulous attention to detail

  • Strong analytical and organizational skills

  • Excellent communication skills - written and verbal

  • Ability to manage multiple priorities all with a positive attitude

  • Strong problem solving and math skills

  • Experience with Microsoft Office programs

  • Ability to work with multiple systems simultaneously

Leadership Behaviors

At Guardian, everyone is a leader. Your demonstrated ability to provide superior service, express yourself in an open, honest and thoughtful manner, and embrace feedback and change will allow you to continue to develop professionally while allowing Guardian to differentiate our business and deliver on our future.

Position Qualifications:

In addition to the above, you will also likely possess:

  • Associates Degree in Business Administration/Finance, related discipline, or equivalent work experience - Preferred

  • Familiarity with Mainframe and Legacy processing systems

  • Knowledge of Variable, Fixed Annuities & Single Premium Variable Life products

  • Knowledge of IRS Regulations

  • Knowledge of Securities Industry Regulations


We offer our employees:

  • 401K Program

  • Paid parental leave and backup family care

  • Medical, dental, vision plans

  • Life and disability insurance

  • Paid Time Off (PTO)

  • Wellness discounts

Work-Life Balance

We recognize the importance of a work life balance. We promote healthy lifestyles and flexible work arrangements for our employees.

Philanthropic Opportunities

Social responsibility is part of our mission. It stems from our corporate values of putting people first, doing the right thing, and holding ourselves to high standards. As a company and as employees, we are engaged in a variety of initiatives such as volunteering within our local communities, educational alliances with colleges, focusing on sustainability, and promoting diversity and inclusion.

Other Requirements:

Occasional travel

About Guardian:

Guardian has been helping people protect their futures and secure their lives for more than 150 years. Every day, we serve approximately 27 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at

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.

Copyright 2019 The Guardian Life Insurance Company of America, New York, NY.

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Individual Markets - Claims Specialist - Annuity

Guardian Life