10 client services manager jobs found in Bethlehem, PA

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...

The Advisory Market Sr 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 Lead high-visibility and complex implementations, including PEO arrangements, 2,000+ life groups, and high-profile broker or customer relationships, while owning the overall implementation experience from finalist meeting through transition to service. Serve as the primary implementation leader and single point of contact for customers, brokers, and internal partners, ensuring clear communication, timely issue resolution, and a smooth...

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...

Do you thrive in a role where you take ownership, build strong relationships, and solve complex challenges to deliver a high-quality client experience? Guardian is seeking a Regional Account Manager to support Executive Benefits supplemental disability and life products. In this role, you will independently manage a book of accounts and serve as a key relationship partner for clients, brokers, and internal teams throughout the lifecycle of each case. This position requires strong organization, proactive problem-solving, and the ability to deliver effective enrollment and service solutions that support both customers and business partners. You are: A curious, resourceful self-starter who enjoys solving problems and working across teams A strong communicator who builds trust with clients, brokers, and internal partners Able to take ambiguity and turn it into clear, actionable plans Motivated to improve processes and enhance the client and partner experience You...

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 Account Manager to join our growing team in Bethlehem, PA . How You Will Contribute Build, expand and solidify relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues. Build, expand and solidify relationships with carriers through regular communication and interaction on assigned accounts. Manage the renewal process for all assigned clients including reviewing loss information, providing assistance in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal and binders. Always selling or reaching out for new business opportunities in order to grow your current book of business by asking for...

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,...

As a Claims Coordinator, you will play a key role in delivering meaningful customer 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, development, 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 successful as a Claims Coordinator. In your first year, we will provide extensive training in a highly supportive environment. If you enjoy working directly with customers, gathering and validating information, navigating multiple systems, and managing competing priorities while meeting deadlines, this is your opportunity to make a difference, grow your career, and contribute to the...

The Field Service Management Team Leader is responsible for leading a high-performing team of Associate Account Service Managers (AASMs) or Account Service Managers (ASMs) to deliver a service experience that is high quality, proactive, and low effort for Guardian’s clients.  This role goes beyond operational leadership by elevating how the team thinks, solves problems, and partners with clients—driving insight-led service delivery, continuous improvement, and strong execution against service commitments. The Team Leader enables this by coaching, developing, and empowering team members while leveraging data, feedback, and emerging tools to enhance outcomes.  Leads and Develops a High-Performing Team   Create a high-performing team through targeted coaching, feedback, and development planning  Set clear expectations and build critical thinking, accountability, and ownership across team members  Develop AASMs to operate with increased autonomy and confidence in...

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...