Chris Engler

Current

Operations Manager of Annuity Transactions at Guardian Life Insurance

Past

Senior Business Systems Analyst of Annuity Business Processing Systems at Guardian Life Insurance
Operations Supervisor of Annuity Distributions at Guardian Life Insurance
Transactions Specialist of Annuity Transactions at Guardian Life Insurance

Corporal, Enlisted Airborne Infantryman at US Army

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Education

DeSales University

Recommended

1 person has recommended Chris

Connections

60 connections

Industry

Financial Services

Websites

Chris Engler’s Summary

I'm looking forward to working with my current company for as long as they will keep me around and helping make them the best in our industry.

Chris Engler’s Specialties:

Operations Management, IT Management, Annuities, Product Development, Project Management, Business Objects, Series 7, Series 6, Website Design and Administration, Staffing Models, Primavera.

Chris Engler’s Experience

Operations Manager of Annuity Transactions

Guardian Life Insurance

(Privately Held; Insurance industry)

September 2009 — Present (5 months)

Responsible for managing and directing all aspects of controlling incoming cash (including subsequent premium processing), withdrawal and surrender processing and fund to fund transfer processing related to variable annuities, single premium deferred annuities, and single premium variable life insurance. This position is also responsible for overseeing all aspects of commission processing for both Group and Individual business products as well as the collection and application of all nightly fund pricing activities for the Retirement Solutions and Individual Markets profit centers.
Senior Business Systems Analyst of Annuity Business Processing Systems

Guardian Life Insurance

(Privately Held; Insurance industry)

July 2007 — September 2009 (2 years 3 months)

Serve as the primary Operations resource for assisting with the creation of new or modified annuity product specifications (including 401k products), creating and coordinating detailed business requirements between Operations, IT, Legal, Compliance, Actuarial, Accounting, Product Development, and Investor Communications (Distributions), reviewing and providing operations signoff on IT functional specifications, coordinating and tracking large scale user acceptance testing efforts, training and providing training materials for Operations staff members on new or modified annuity products, creating project plans, creating staffing models within Primavera, and creating and delivering executive management business trend reports.
Operations Supervisor of Annuity Distributions

Guardian Life Insurance

(Privately Held; Insurance industry)

September 2002 — June 2007 (4 years 10 months)

Responsible for supervising and developing a team of five to seven individuals that service outgoing annuity payment disbursements, systematic withdrawals, collateral assignments, death claims, required minimum distributions, and tax reporting, creating and maintaining advanced spreadsheets and user manuals, ensuring accuracy and providing management signoff on disbursements of up to $500,000.00, creating and maintaining staffing models, coordination reinsurance claims with Actuarial, coordinating high level risks with Legal, serving as the primary lead on internal and external audits, and providing IT with detailed business requirements for new annuity product development or projects relating to outgoing disbursements.
Transactions Specialist of Annuity Transactions

Guardian Life Insurance

(Privately Held; Insurance industry)

April 2000 — September 2002 (2 years 6 months)

Responsible for processing incoming annuity payments, outgoing withdrawals, transfers between mutual funds (separate accounts), entering daily fund prices, and assisting with disaster recovery exercises in our NY Home Office.
Corporal, Enlisted Airborne Infantryman

US Army

(Government Agency; Military industry)

January 1996 — January 2000 (4 years 1 month)

Served as the Operations Non-Commissioned Officer (NCO), Commander’s Radio Transmission Officer (RTO), Squad Leader of four to five infantrymen, jumped out of tactical airplanes to clear dropzones, and used and maintained heavy weaponry.