7 client manager jobs found in Bethlehem

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer for its team in Bethlehem, PA !     The primary responsibilities are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     How You Will Contribute:     Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

The Senior Customer Specialist serves as a trusted escalation resource and relationship builder for the Park Avenue Wealth Management Customer Service Desk. This individual is responsible for supporting complex advisor, client, and internal partner inquiries, acting as the first point of contact for escalations, and ensuring that each interaction is handled with accuracy, empathy, professionalism, and ownership. This role is designed for an experienced service professional who can navigate complex situations, build trust with advisors and internal stakeholders, identify recurring service trends, and partner with team leaders to improve training, procedures, and operational effectiveness. The Senior Customer Specialist helps create meaningful service experiences that reinforce confidence in the Wealth Management Customer Service Desk and strengthen relationships across Park Avenue Wealth Management. Key Responsibilities Escalation and Complex Issue Management Serve as...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as Lead Specialist, General Audit. This role will support the Head of Corporate Shared Services, Internal Audit. Typically, this position functions as a working audit project manager, fully responsible for planning, executing, and reporting audits independently and, on occasion, within a team. This role is focused on performing high quality, value-add, assurance and advisory services that identify, evaluate, and report on highly complex business risks and controls in accordance with the Institute of Internal Auditors Standards and established methodologies. This role will identify meaningful observations about the design and operating effectiveness of controls and discuss with various levels of manag ement on improving the internal control environment. You will be frequently...

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product development, ensuring...

As the Head of Implementation, you are responsible for ensuring Guardian's customers across the Select, Premier, Advisory, and Key market segments receive a seamless, high-quality implementation experience. This leader is accountable for the end-to-end implementation process, from notice of sale through successful onboarding, plan setup, data exchange activation, and first premium payment. As the business process owner for implementation, this role is responsible for operational performance, service quality, customer outcomes, risk management and adherence to established service standards. The Head of Implementation leads managers and team leaders responsible for front-line implementation professionals and ensures consistent execution across all market segments while delivering on service, quality, productivity and expense objectives.   This leader partners closely with Sales, Client Management, Operations, Product, and Transformation teams to resolve challenges, drive...

The Dental Standards Leader will be responsible for transforming our dental standards team by developing, designing and reimagining processes that support our distribution, claims, implementation and underwriting teams. This leader will drive strategy to improve workflows and enhance operational efficiency and service delivery. You Will Lead a team of dental standards analysts. Be viewed as a subject matter expert and thought leader on plan level recommendations to distribution partners and underwriting based on industry knowledge, market trends and the optimization of internal Guardian systems to ensure best in class dental plan experience for our plan holders. Lead and manage cross-functional projects and initiatives related to dental product development, plan design, regulatory implementation, underwriting support and operational improvement Develop and oversee project plans, timelines, and deliverables while ensuring alignment across stakeholders (Sales,...