7 customer account professional jobs found in Bethlehem

The Advisory Market Account Implementation Manager , primarily handles complex and large group implementations, providing overall coordination and support to employers and brokers during the onboarding and set-up of customer’s new benefit plans/policies. This includes owning the implementation timeline, gathering required information, ensuring accurate data entry into systems, as well as coordinating with other departments to ensure a smooth transition for the new customer/policy. You will: Attend Finalist meetings when required and facilitate regularly scheduled meetings with the customer, broker, and internal teams throughout the implementation process. Serve as the single point of contact for internal and external partners throughout the implementation process, answer inquiries, resolve issues timely and ensure effective transition to service teams at the end of the implementation. Evaluate the needs of new customers and provide consultative solutions during...

Do you want to be part of a collaborative   Implementation   team? Are you an innovator who is excited by the changing insurance landscape? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a   Manager ,     FML   Implementation  to help grow   and   enhance   our   FML implementation experience ,   bringing   innovative and differentiated value to our customers.     You Are:   A leader who possesses a high level of energy and enthusiasm, is comfortable with ambiguity, agile process, and theoretical concepts of modern business models enabled by technolog y .   This position   leads a high performing team responsible for delivering seamless, accurate, and customer centric implementation experiences for Guardian’s Family & Medical Leave (FML) and Leave Management solutions.      This role...

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 resolute motivated individual to join our team as an Accountant. This role will perform Individual Markets Product Finance NRO daily functions to achieve the department’s objectives. In this role, you are responsible for the integrity of financial data recording, reporting, and controlling accounting information relating to the Individual Markets Business and impact several companies within the parent company Guardian: Guardian, Guardian Insurance and Annuity Corporation (GIAC), Guardian Life Insurance Company (GLIC), Berkshire Life Insurance Company (BLIC) and all 18 Separate Accounts.  You will Prepare daily cash disbursement reconciliation for checks related to the Individual Markets Business. This includes verifying and controlling the Administration System checks created prior to distribution. Prepare...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? Does a supportive environment that protects time to develop knowledge and encourages work/life balance entice you? If so, Guardian is seeking a Senior Life Underwriter to develop and implement decision making of individual life cases up to $5,000,000! In this role you will use your expertise to determine the insurability as well as premium classification using tools available including, medical history, financial verification and various third-party vendor provided reports. The Senior Life Underwriter is accountable for managing assigned work, developing agency relationships, and ensuring customer satisfaction at the highest level. The position requires the individual to operate in a cross-functional team environment. You are The ideal candidate will be able to work autonomously and confidently make underwriting decisions that provide the best...

Do you want to be part of a collaborative Implementation team? Are you an innovator who is excited by the changing insurance landscape? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a  FML Client Set Up Specialist  to help grow and streamline our Strategic Partnerships, bringing innovative and differentiated value to our customers. Position Summary The FML Client Set Up Specialist is responsible for onboarding new clients to our platform, ensuring a seamless and efficient transition from initial engagement to full operational status. This role requires strong attention to detail, excellent communication skills, and a client-focused approach. The specialist will collaborate with internal teams and clients to configure systems, collect and validate information, and provide guidance throughout the setup process. Key Responsibilities Serve as the FML expert during the...

Guardian is seeking a highly skilled professional with outstanding verbal and written communication abilities who demonstrates self-motivation and a clear goal-oriented mindset. You excel in dynamic, fast-paced environments and consistently uphold best-in-class customer service standards. Your patience, empathy, attention to detail, and ability to work both independently and as part of a team further distinguish your professional capabilities. You have   0-2 years of experience in broker-dealer operations or a related field Bachelor’s degree or equivalent combination of education and relevant work experience Knowledge of retail and retirement brokerage/advisory accounts, including required minimum distributions and federal and state tax requirements Awareness of operating in a regulated environment and the importance to adhere to policies, procedures, and supervisory controls A positive, service-oriented mindset...