3 customer care advocate 1 jobs found in Bethlehem, PA

The Annuity New Business Case Manager is responsible for delivering a high-quality service experience while supporting the efficient processing of annuity new business and related operations. This position serves as a primary point of coordination for financial professionals, ensuring requests are handled accurately, proactively, and in accordance with regulatory and company requirements. The position is responsible for managing complex annuity transactions and monitoring cases through each stage of the business process. Through a CARE-focused approach (Communicate, Advocate, Respond, and Empower), this position helps create positive customer experiences while balancing operational efficiency, risk management, and regulatory compliance. As an annuity subject matter expert, the Annuity New Business Case Manager provides guidance on replacement regulations, Best Interest standards, suitability requirements, and annuity order entry platforms. This role partners closely with...

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 Operations Manager, you will report directly to the Head of CXA Operations and Enablement and help Consumer Experience & Advocacy (CXA) COE modernize their operating and engagement model in practical, scalable ways. This role is designed for a strong generalist who can understand team needs, turn messy problems into clear use cases, and build repeatable tools, prompts, agents, and workflows that help teams work faster and make better decisions. CXA teams generate important signals, reports, plans, and customer experience inputs across many workstreams. This role helps the organization move beyond one-off reporting and manual work by creating AI-enabled ways to synthesize information, personalize outputs, support self-service, and make insights easier to access and act on. In practice, you will help design and build AI agents, prompts, and lightweight operating tools that support activities such as insight generation, reporting, personalization, summarization,...