4 account executive employee benefits jobs found in Bethlehem, PA

Please note: This is a hybrid position, which requires three days per week attendance in one of our primary office locations (Bethlehem, PA, Holmdel, NJ, or New York, NY) with the additional two days designated as remote work days. The Process Improvement Analyst III is responsible for leveraging underwriting process knowledge to create, update, and maintain written policies and procedures that align with the vision and strategies of the department and Group Profit Center. They partner with appropriate business areas to collect and analyze data and provide recommendations that improve workflows and drive efficiency. They also support the development, maintenance, execution, and oversight of underwriting protocols that monitor compliance with state and federal regulatory requirements and align with Guardian’s Corporate Policies. They serve as a liaison between Underwriting and Compliance on individual cases to ensure underwriting guidelines satisfy regulatory requirements....

As the Policy Form Development Analyst you will work with the Policy Form Development Lead to perform product development and filing activities for new Life and Annuity contracts. Are you a problem solver who enjoys diving into data, is excited by problem solving and possesses good interpersonal skills to effectively interface between compliance and business teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? You are Highly analytical with strong problem-solving skills. Able to manage multiple projects and deliverables. Disciplined with respect to execution and delivery with an ability to think strategically and provide the vision to drive cross-functional collaboration. Knowledgeable of life insurance and annuity products. Respectful for diversity of ideas and others. A good listener with a commitment to service and support You have Product and forms...

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...

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...