5 surety client executive jobs found in Bethlehem

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...

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...

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...