9 billing specialist jobs found in Bethlehem, PA

As a Wealth Management Agency Operations Specialist, you will support Guardian firms with submitting new business and servicing wealth management accounts. You will Partner with firms and Financial  Advisors to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management...

As the Life Claims Specialist, FPRS (Financial Protection and Retirement Solutions), you will play a key role in delivering meaningful experiences that support growth—both for your career and for our team’s collective future. At Guardian, we live our Purpose every day. As champions of wellbeing for ourselves, our communities, and our consumers, we work together to turn what’s possible into reality. We believe in your aspirations for purpose, leadership, and achievement in both your professional and personal life, and this role provides the opportunity to bring those aspirations to life.   We will help build the core competencies you will need to be a successful Life Claims Specialist. In your first year, we will provide extensive training in a highly supportive environment. If you have an internal drive to investigate using your critical thinking skills, assessing policy matters, and can manage competing priorities while meeting deadlines, this is your opportunity to...

Guardian’s Annuity In-Force Operations CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist . We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This role is responsible for delivering accurate, timely, and compliant processing to support end-to-end in-force annuity transactions. As well as providing a high-touch service experience to our customers. As an Operations Specialist, you are empowered to take full ownership of each request from intake through resolution. You ensure stakeholders are informed at every stage, resolve complex issues independently, and escalate when appropriate to meet service and regulatory expectations. This role embraces the CARE mindset — Communicate, Advocate, Respond, and Empower — demonstrating authentic care for contract holders, field partners, and internal teams while...

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 talented and motivated individual to join our team as a Lead, Payroll Specialist. This role will ensure that all payroll administration and accounting processes are regularly evaluated to be as streamlined and efficient as possible. It will be vital to ensure accuracy and timeliness response to ensure an ideal colleague experience across Guardian businesses. You will: Administer payroll for multiple schedules, ensuring timely and accurate compensation for all employees. Maintain payroll controls and procedures to support accuracy and safeguard sensitive information. Assist with wage garnishment vendor management, including processing orders and communicating with vendors. Streamline payroll processes to improve efficiency and reduce errors. Prepare third-party payment requests related to payroll...

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 talented and motivated individual to join our team as Senior Corporate Security Specialist. In this role, you will be a key contributor to the Global Security Operations Center (GSOC) Team working on potential incidents, such as emergency and/or crisis situations that would threaten the safety or security of Guardian’s people, property, and business operations. This position requires knowledge of security threat environment, critical thought, knowledge, and use of Microsoft Office (Teams, Word, Excel, PowerPoint), knowledge and use of security focused computer applications. Provided you have the required certifications and approvals, you may also act as a first responder for emergencies, evacuations, and active shooter incidents supporting the Guardian home office location in Bethlehem, PA. as an armed, on-site...

The Enrollment Partnerships Leader is responsible for building, owning, and optimizing strategic partnerships with external vendors, distribution partners, and internal teams to deliver innovative, best-in-class group benefits enrollment solutions. This leader drives the development and execution of new enrollment strategies and technologies, ensuring professional, timely, and customer-centric delivery. The role is accountable for developing talent, fostering collaboration, and modeling excellence in communication and service, positioning the team to consistently achieve and exceed organizational goals. You are: A visionary, adaptable leader with a passion for developing people and cultivating high-value internal and external partnerships. You excel at driving operational excellence and delivering innovative solutions in a fast-paced environment.  You demonstrate exceptional communication, organizational, and problem-solving skills, and are committed to fostering a culture...

As a Senior Platform Administrator, you will be responsible for administering, configuring, customizing, and supporting ServiceNow SPM, Atlassian Products (Jira and Confluence) based on user/business requirements while focusing on technical implementation aligned to enterprise standards, governance, and best practices. In this role, you will work closely with Enterprise Portfolio, Finance, Coaching COE, and other Technology/Platform teams to deliver solutions that align with the organization needs. Key responsibilities: Platform Administration & Maintenance Administer, configure, and maintain ServiceNow SPM, Jira, and Confluence (Data Center version). Ensure availability, performance, and security of Jira, Confluence, and ServiceNow Strategic Portfolio Management (SPM) module, including Atlassian & ServiceNow marketplace add-ons. Lead environment upgrades, release impact assessments, testing, and platform health improvements. Perform best-practice...

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...

Guardian is seeking a Life Insurance Product Support SME. As the Life Product Support Specialist, you will provide the field force with detailed product, rider, and illustration support, develop training materials, and conduct training for new agents to facilitate their onboarding at Guardian. Other responsibilities include providing comprehensive new business and in-force sales support to the members of the Guardian field force over the phone and via email. This support includes creating sales ideas, providing product and illustration expertise to the field and Home Office, developing sales support materials, preparing competitive data, assisting in training efforts, and supporting corporate marketing initiatives for individual life products. You are A self-starter who is inquisitive, customer focused Continuously looking at ways to broaden your expertise across the organization Effective communicator who has strong verbal and written communication skills...