15 field case manager jobs found in Bethlehem, PA

The Advisory Market 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: Attend Finalist meetings when required and facilitate regularly scheduled meetings with the customer, broker, and internal teams throughout the implementation process. Serve as the single point of contact for internal and external partners throughout the implementation process, answer inquiries, resolve issues timely and ensure effective transition to service teams at the end of the implementation. Evaluate the needs of new customers and provide consultative solutions during...

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...

The HR Associate supports the HR Business Partner (HRBP) function by delivering high quality, operational HR support across the employee lifecycle. This role serves as a key connector between employees, people leaders, and HR Centers of Expertise (COEs), ensuring consistent execution of HR processes, accurate‑ data management, and responsive employee support within a regulated insurance environment. You will Key Responsibilities Coordinate and execute core HR lifecycle activities including onboarding, offboarding, transfers, promotions, and organizational changes. Support HRBPs during key talent processes such as performance management cycles, annual compensation reviews, succession planning, and workforce planning activities. Prepare HR materials, documentation, and presentations for HRBP led‑ discussions with business leaders. Track and manage action items, timelines, and deliverables related to HRBP initiatives and client needs. Serve as a point of...

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 for the   Operations Value Stream team, you will   lead the enrollment and billing enablement team and   be   responsible for translating the product vision and strategy into actionable   tasks , ensuring alignment with   business   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. You 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   business   vision and strategy   Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized...

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...

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...

As a Senior Product Owner, Annuity, you will be responsible for defining and driving product roadmaps, integrating customer research, and ensuring compliance with data/AI standards. The position requires strong knowledge of product journey mapping, business process improvement, and OKR management. Excellent communication and teamwork skills are essential, along with the ability to manage multiple tasks and meet deadlines You will Translate the product vision and strategy into a team backlog, including user stories with clear acceptance criteria and tasks, ensuring alignment with epics and customer needs Work closely with the Product Manager to prioritize and implement process improvements, track progress and communicate updates to stakeholders Define, prioritize, and sequence product features and requirements in the team backlog, ensuring alignment with business goals and customer needs Manage the backlog and roadmap in collaboration with the Tech Lead Break...

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...

As a Senior Product Manager, Annuity Service Product Manager (PDM) , you will be responsible for defining and driving the product roadmap in alignment with the product vision and Operational Key Results (OKRs). You will collaborate with Product Owners and various stakeholders to gather input and refine priorities. Your role will involve integrating usability studies, customer research, and data/AI standards into product requirements to ensure a customer driven, high impact, and compliant design. You will define and maintain end-to-end product journeys, identifying data input/output needs and aligning with value stream goals, while ensuring the customer experience meets standards set by the Customer Advocacy Center of Excellence. You will be leading the transformation of a policy admin system migration, ALIP.  This will involve leveraging your deep expertise in Annuity and service to ensure the right features and processes are optimized to best service the business for our...