41 jobs found in Hicksville, NY

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their KMRD Partners  team in Warrington, PA.   Job Summary: As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies. Essential Functions: Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries. Address and resolve client questions, service issues, and coverage or accounting concerns. Prepare marketing submissions and market accounts approximately 90 days prior to renewal. Negotiate pricing, terms, and coverage details with underwriters. Prepare proposals...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group  is seeking a Technical Assistant  to join our growing team in Horsham, PA!   The Technical Assistant reviews insurance applications to evaluate classify and rate individuals and groups for insurance and accept or rejects new and renewal applications for Property and Casualty types of coverage. Service and maintain accounts before, during and after binding.     How You Will Contribute:   Assists the Account Executive when underwriting or brokering risks, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.  Assists the Account Executives when reviewing, analyzing and underwriting risk...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

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   Manager ,     FML   Implementation  to help grow   and   enhance   our   FML implementation experience ,   bringing   innovative and differentiated value to our customers.     You Are:   A leader who possesses a high level of energy and enthusiasm, is comfortable with ambiguity, agile process, and theoretical concepts of modern business models enabled by technolog y .   This position   leads a high performing team responsible for delivering seamless, accurate, and customer centric implementation experiences for Guardian’s Family & Medical Leave (FML) and Leave Management solutions.      This role...

As the New Business Operations Specialist, you're at the heart of the business responsible for handling newly submitted Individual Life & Individual Disability insurance policies as well as processing policy changes and payments in compliance with regulatory and business requirements. As a member of our CARE Team, your part of a dynamic group focused on achieving team goals and identifying ways to improve the consumer experience. As a CARE Specialist, you’re highly motivated and empowered to take ownership and accountability for each consumer interaction by proactively seeking to understand the individuals behind the work, keep consumers informed during every step of handling their request, demonstrate genuine care, and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it’s also an acronym for Communicate, Advocate, Respond, and Empower – the actions needed to show CARE. You will...

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...

Note: We are not offering sponsorship for this role. Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Data Scientist/Senior Data Engineer – Finance Transformation. Guardian is seeking a technically skilled and business-savvy Technical Analyst / Data Engineer to design, develop, and support advanced actuarial and financial applications. This role will play a critical part in transforming our actuarial and finance functions by building scalable data pipelines, dashboards, and machine learning models that enhance decision-making and operational efficiency. You will work closely with Actuarial, Finance, Data Science, and Technology teams to deliver solutions used in reserving, pricing, predictive analytics, and financial reporting.    You will: Machine Learning, Engineering & Analytics Development...

The Change Management and Quality Assurance Lead role is accountable for leading quality assurance and regulatory execution across provider credentialing, recredentialing, and provider data management activities. This role ensures Guardian meets delegated credentialing audit requirements, maintains regulatory compliance, and delivers consistent, high‑quality outcomes through disciplined quality programs and effective change management. You will lead a team of Quality Assurance Specialists while partnering closely with credentialing, network services, compliance, and technology stakeholders. Through strong project management, documentation rigor, and oversight of regulatory‑driven process changes, you will help ensure Guardian’s operations remain compliant, scalable, and aligned with evolving regulatory expectations, including increased use of automation and AI‑enabled capabilities. You Will: Lead and develop a team of Quality Assurance Specialists responsible for...

The Supervisor, Credentialing & Regulatory Operations role is accountable for leading operational execution and regulatory compliance across dental provider credentialing, recredentialing, and state‑specific provider verification activities. This leader oversees multiple teams responsible for ensuring accurate, timely, and compliant provider onboarding and directory maintenance, with a strong focus on customer experience, operational excellence, and scalable execution. You will lead and develop teams of credentialing and verification professionals while partnering with compliance, operations, and technology stakeholders to ensure Guardian meets state‑specific regulatory requirements and service‑level expectations. Through disciplined workload oversight, process coordination, and thoughtful deployment of digital and automation capabilities, you will help drive sustainable, high‑quality outcomes that support Guardian’s dental growth strategy, including Medicare Advantage...

This is a mobile position with preference given to candidates within commuting proximity to a Guardian office with the ability to travel to Guardian offices as determined by the People Leader. Position Summary The Life Team Leader is responsible for validating that all Life claims are accurately and fairly adjudicated according to plan provisions, established best practices and within state and federal guidelines. The Team Leader must be able to manage and resolve issues that pertain to claim administration procedures cost containment activities, reports, and quality control issues. The Team Leader will serve as primary resource for the team and provide direction to the staff members by setting objectives, communicating progress and goals, and holding the staff accountable for adhering to all quality assurance, turnaround times, best practice standards, and operational efficiency. You will assist team members with their development and career progression. The Team Leader...

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...

Role Summary   The Head of Enterprise Voice of the Customer Program is a senior people leader responsible for leading and scaling Guardian’s enterprise Voice of the Customer ( V o C ) capabilities across Group Benefits, FP&R Solutions, and Client Solutions & Wealth Management.   Sitting within Consumer Experience & Advocacy (CXA), this role translates   priorities into actionable,   journey level   customer insights that enable partners to make more   customer led   decisions that drive growth, retention, and operational performance.   The leader is accountable for   VOC   program delivery, insight synthesis,   closed loop   feedback, and experience measurement, while building a   high performing   team and strong partnerships across the enterprise.     Key Responsibilities   Lead execution of Guardian’s enterprise   VoC   strategy, ensuring alignment to   strategic...

Role Summary   The Head of Experience Design   will   operationalize experience best practices at scale to deliver measurable business outcomes   supporting   Guardian’s   strategy .      Reporting into senior leadership, this role leads the User Experience (UX) team, the Customer Experience (CX) Programs team, and Senior Experience Consultants, and plays a critical role in enabling and supporting Guardian’s Business Technology Operating Model (BTOM). The leader ensures that consumer experience best practices are current, actionable, operationalized, and consistently applied to drive measurable business outcomes and progress toward goals.   This role acts as both a strategic advisor and enterprise influencer, partnering across business, technology, and functional leaders to embed consumer-first thinking into strategy, planning, and execution.   Key Responsibilities   Define and lead the enterprise vision for...

Description As a Consumer Experience (CX) Center of Excellence (COE) Lead, you’ll be a strategic enabler between our CX Center of Excellence and business and technology product teams — championing a journey-first, data-informed approach that advances consumer centricity at scale. You’ll consult with Product Managers and Value Stream Leaders to translate market trends and internal insights into clear recommendations for product roadmaps with measurable objectives and success metrics; operationalize CX standards across teams; and deploy the right COE expertise (VOC, experience design, research, intelligence) into the highest-value work to deliver improvements in consumer satisfaction, ease, and loyalty. You’ll train and coach Product Managers and other key product roles on journey mapping and consumer-centered ways of working, acting as a trusted advisor who helps teams apply these practices in real delivery decisions. This role is someone who thrives in ambiguous, fast-changing...

As an Experience Program   Manager , you will   drive the   governance,   educat ion ,   support,   and   ongoing   collaborat ion   with business stakeholders   across experience efforts .    You will lead the   creation,   assessment,   and improvement   of existing   Experience   CX Ops Model   process es .   You will lead current and future state   experience journey mapping workshops to   identify   and address opportunities for our   business   customers   across Enterprise initiatives .   You will  support   the creation of   journey resources to   inspire teams   to   consistently consider the   consumer   needs.   You will support Experience Leadership in the definition and enhancement of experience processes and govern adherence.     You Are   You are a self-starter who can manage end-to-end program execution with partners across various levels and areas of the...

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...

Guardian is seeking a Group Benefits Sales Representative who will be responsible for building and maintaining brokers and plan holder relationships to drive ongoing sales and retention of groups of 2-2,000 lives with a primary focus on the under 100 lives market. Success will be determined based on the ability to attain high levels of production through broker development and internal relationships. This role will report to the Market Leader within the assigned territory. You Will: Market, position, and sell Guardian’s entire Group Benefits portfolio products and technology solutions to your designated brokers. This includes Dental, Vision, Life, Disability, Absence, and Supplemental Health products. Support the general wellbeing of the broker and client relationship for the development and growth of Guardian sales and client retention. Understand territory dynamics to build, develop and maintain broker relationships to grow the book of business while...

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 a Receptionist/Mail Room Clerk to join our growing team in Bethlehem, PA .  In this role, you will process all incoming and outgoing mail accurately and efficiently, maintain and replenish office supply inventory, support general office functions, and provide backup coverage for front desk/reception duties. How You Will Contribute:   Open and scan incoming mail to appropriate individuals in a timely manner. Maintain sufficient funds in the postage meter. Maintain and organize office supply inventory; monitor levels and reorder as needed. Pick up and distribute interoffice correspondence at least twice daily. Scan incoming faxes and route to the appropriate recipients. Monitor the Mail Room email inbox and distribute correspondence accordingly. Sort, process, and apply accurate...