9 field case manager jobs found in Bethlehem

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...

The Broker-Dealer Operations Support role is responsible for overseeing and optimizing daily operations to support our field force. This position plays a critical role in planning capacity, improving workflows, supporting the operations team, and partnering with firm leaders to drive efficiency and service quality. You will be responsible for, but not limited to, broad operational administration, covering grey areas, workflows, and relationship management for our field force. You excel in a dynamic and fast-paced environment and have the ability to create relationships with senior leaders across firms we partner with. You will Lead capacity planning for our Guardian India operations partners Oversee and manage all broker-dealer operations work queues Own and maintain the operations training curriculum in partnership with our Training & Development Team Partner with Third-Party platform owners on operational support and optimization Design, implement, and...

As a Product Owner, Agent Contracting & Licensing , you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product...

As a Product Manager you will be responsible for advancing the product roadmap by organizing and tracking initiatives, ensuring accountability for resolving dependencies and risks, and integrating usability research to support customer focused design. You will support end-to-end product development by identifying data input/output requirements and ensuring alignment with value stream objectives and business goals. You will Ensure data and AI integrity by partnering with subject matter experts and upholding quality across products and support scalable, data-driven solutions Monitor product performance and alignment by tracking product-level objectives and key results and ensuring the customer journey meets standards set by the Customer Advocacy Center of Excellence Collaborate with business leaders, change management and cross-functional teams to ensure seamless integration of new features and enhancements Conduct market research and competitive analysis to inform...

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...

The Guardian Annuity New Business CARE Team is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business administration. In this role, you will partner closely with internal teams, distributors, and field representatives to ensure exceptional service and a seamless consumer experience. This role is ideal for someone who is analytically strong, intellectually curious, adaptable, and passionate about delivering personalized and meaningful service interactions. As a member of the CARE Team, you embody our commitment to Communicate, Advocate, Respond, and Empower—the behaviors that define how we deliver care to our consumers and field partners. You Are Highly adaptable, comfortable with change, and able to operate effectively in evolving environments. Collaborative and growth-minded, contributing positively to team culture and performance. Passionate about consumer experience and motivated to deliver...

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...