310 management jobs found in Bethlehem, PA

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts. You will Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet...

Job Overview: We are seeking a highly skilled and proactive  Data Management Operations Specialist  to join our Data Management team in the insurance industry. This individual will play a critical role in supporting the Data Management Strategy and Operations Leader by overseeing the daily operations of our data management processes, ensuring the accuracy, accessibility, and compliance of data, and implementing strategic initiatives aimed at optimizing data governance and quality. This is a unique opportunity to work closely with senior leadership and contribute to the evolution of data management within a fast-paced and highly regulated industry. Key Responsibilities: Support Data Operations:  Assist in managing the end-to-end data lifecycle, from data acquisition and processing to storage, usage, and retirement. Ensure consistent, high-quality data availability across business units. Data Governance and Compliance:  Collaborate with the Data Governance team to ensure...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Position Overview: We are seeking a highly skilled and motivated Business Analyst to join our team at MSIG USA. As a Business Analyst, you will primarily focus on business process management, workflow optimization, and Enterprise Content Management (ECM) systems. The ideal candidate will have experience in analyzing and improving business processes, implementing workflow solutions, and managing enterprise content. Familiarity with Laserfiche is highly desirable but not required. Essential Functions...

We are excited to announce that the Management Liability team within IAT Insurance Group has an immediate opening for a Management Liability Underwriter with experience working with wholesalers to grow a profitable private, not-for-profit management liability book.  The ideal candidate will have at least eight years of private, not-for-profit management liability underwriting experience. We will consider candidates with less experience and significantly more experience. The job title awarded will be based on the knowledge and ability demonstrated throughout the selection process. This position can work from IAT’s Norristown, PA; Newark, NJ; Alpharetta, GA; Plano, TX; or Raleigh, NC. For the right candidate, other IAT locations, including remote, can be considered. The hybrid schedule reflects our values (thinking and acting like an owner, collaboration, and teamwork) as it requires working from the office with colleagues and other disciplines Monday through Wednesday,...

There’s never been a better time to join NJM!  With a nationally ranked reputation for outstanding customer service and  a history that spans more than a century, NJM is a leading provider of worker’s compensation, automobile and homeowners insurance in New Jersey It is an exciting time to join NJM as we are expanding our Commercial and Personal Lines products into other states.                                                                                                                                               Become a member of our team and you’ll be part of company who operates for the sole benefit of its policyholders and is committed to maintaining the highest levels of service.  Team members are offered a competitive compensation package and benefits including: a 401k plan, health coverage, a generous paid time off plan, and much more! The Senior Commercial Lines Product Management Analyst (Business Insights Analyst Senior is the official NJM Title ) supports...

Company: MMC Corporate Description: Marsh & McLennan Shared Services LLC is seeking candidates for the following full-time position based in the Morristown, NJ (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with company policies)                       Insurance Placement Management Applications Developer We will count on you to: Design, develop and test software solutions supporting insurance placement and policy management process using open source technology stack. Develop software focusing on code quality using test automation and following the organization’s standard development and testing practices. Build application deployment artifacts, test (unit, functional, security vulnerability and performance) and deploy using automated pipelines providing continuous integration and continuous delivery. Collaborate closely with Agile development team members, product owners and business users to...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.     For more information about Crum & Forster,...

Company Details   Berkley One exists to insure and protect the lifestyles of a modern generation of affluence. We seek clients that are sophisticated individuals and families who require world-class risk and claims management customized to their needs, a team of select expert independent agents and innovative digital tools to keep it simple and easy. We’ll blend our partners, products and capabilities with all that is Berkley, generating a modern solution for the customers we serve.   Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace.   The company is an equal opportunity employer. Responsibilities We have an exciting opportunity for a Product Management Analyst to join our Berkley One Product Management team! You will support new...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the October 2023 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum &...

The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order execution processing. Managed account implementation strategies include Strategists, UMA, SMA, Rep as PM, Multiple Strategy Proposals, Multiple Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing. This individual will be expected to fully understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those to our IARs. You are A consummate professional with excellent verbal and written communication skills. You are self-motivated and goal oriented, and you thrive in a fast-paced environment where best...

The Broker Dealer Operations Specialist will serve a subject matter expert on all aspects of our Client Onboarding, Account Maintenance, Third Party Data Reconciliation and Non-Purpose Lending Operations. The Broker Dealer Operations Specialist will intimately understand how our Books and Records System, NetX360 works, from Account Opening through to account maintenance and account closure. They will work closely with our India Operations team and help support them on all inquiries related to Client Onboarding and Account Maintenance. They will be expected to fully understand our policies and procedures around all aspects of the Client Onboarding operations team and be able to effectively communicate those to our IARs. The candidate will also work on various reports on a daily or periodic basis which may include communication with different areas within the company. This role will be instrumental in contributing to the operation’s broad approach to driving growth efficiency across...

As the Clinical Specialist LPN/RN, Disability Claims you will perform necessary outreaches to claimants or treating providers to obtain certification dates, treatment plans and any other pertinent medical information necessary to facilitate and assist claims managers in adjudicating disability claims decision. They will leverage their medical knowledge to determine what medical information is needed and perform the necessary steps needed to obtain this information. This individual may also be required to help with coordinating and overseeing vendor utilization and assist in determining overall function as needed in order to facilitate timely claim decisions. You are Knowledgeable in a variety of medical and behavioral health conditions Vendor management: Works collaboratively with vendors to schedule and follow up for vendor reports Excellent written and verbal communication skills Ability to exercise independent & sound judgment in decision making...

This role is vital to ensuring the growth and maintenance of Guardian’s network through developing partnerships and providing outstanding service to Dental Support Organization (DSO) partners. As a Key DSO Dental Account Manager, Dental Support Organizations , you will be responsible for growing the network through the identification and recruitment of new national, regional, and mid-sized DSOs. Based on territory, this recruitment may include partnership with regional Sr. Dental Network Recruiter peers. You will apply a complete knowledge of all Guardian products, services, and policies to determine ability for expansion with existing DSOs and negotiate and manage contracts and financial reimbursement rates. You will also perform account management activities in coordination with your regionally assigned Sr. Dental Network Support Associates and other internal partners to retain relationships. This includes ensuring regulatory compliance, resolving advanced issues, conducting...

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 Experien ced Employee Benefits Producer to join our growing team in Bethlehem , PA .     The Experience Employee Benefits Producer is responsible for promoting and executing on the sale of new and renewal business, providing and being a source of insurance expertise to customers and assisting in the growth and profitability of the department. The experienced Employee Benefits (EB) Producer will collaborate with the other team members as necessary to meet prospective customers and existing customer needs. This role will work closely with the Sales Leadership.     How You Will Contribute:     Assist the Office Leader and Sales Leader in developing marketing strategies to accomplish and support business planning objectives...

Are you looking for a great career with paid benefits from day one, opportunities for career growth, and a chance to advance professionally? Join Park Avenue Securities as a Customer Service Associate! Our Customer Service Specialists provide support to financial professionals and clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts. Note: This position will have a projected starting pay rate of $27.50 per hour, with a 3% annual bonus target. Key Responsibilities: Accurately answer and research/resolve phone, email, and chat inquiries from financial professionals and clients regarding a wide array of wealth management operational topics, including new account setups, transfer of assets, mutual funds and annuities, stocks and bonds, qualified and non-qualified plans, as well as brokerage and advisory platform/tools/system navigation and troubleshooting. Provide...

Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. You are A team player with the ability to work effectively across functions to deliver successful results A relationship builder who is comfortable engaging with internal and external partners, including financial professionals, general agents, and senior management Excellent with time management and have strong organizational skills Interested in financial advisor recruiting An effective communicator with the ability to tailor the conversation to your audience Experienced with direct transfer agents and custodians You will Manage all aspects of the complex process of transitioning a wealth management advisor  Collaborate across teams to deliver seamless and world class transition support experience Support the account opening and transfer of client investment accounts Actively communicate with general...

Guided by our company Purpose of “Inspiring well-being for our colleagues, consumers, and communities,” we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to “what” we deliver (i.e., our goals and objectives) and “how” we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department’s Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian’s purpose, priorities, and values. Do you want to be part of a collaborative Team? You will Conduct all aspects of complex internal and external investigations including interpreting allegations, collecting relevant data in support of fact...

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 Audit Operations Senior. This role supports both the Head of Strategy, Operations and Professional Practices and the Audit Operations & Technology Lead within the Company’s Internal Audit Department. This position is primarily responsible for supporting the effective functioning of the department by executing operational processes, including audit engagement and resource planning, management action plan monitoring, department reporting and dashboards, supporting audit quality assurance and improvement efforts, maintaining operational documentation and guidance, and technology enablement. This role acts as a liaison within the department to help streamline audit workflows, enhance reporting quality, and ensure alignment with internal policies and external...

Join Guardian as a Lead Auditor, supporting the Head of Investments and Corporate Finance & Risk, Internal Audit. This position is responsible for planning, executing, and reporting audits independently and, on occasion, within a team. This role is focused on performing high quality, value-add, assurance to identify, evaluate, and report on business risks and controls in accordance with the Institute of Internal Auditors Standards and established methodologies. This role will identify meaningful issues about the design and operating effectiveness of controls and provide value-add audit recommendations to various levels of management on improving the internal control environment. This position is focused on investment and corporate finance processes with the possibility of covering other business and functional areas of the Company. You will Lead and execute assurance projects in accordance with established methodologies and professional standards. This includes:...

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 Benefits Operations Specialist. This role is responsible for serving as a subject matter expert on Guardian’s benefit plans and administrative procedures as well as playing a key role in the review and maintenance of all compliance and disclosure requirements. You will: Serve as a subject matter expert on Guardian's plans and administrative procedures and key resource for day-to-day tier 3 escalations related to eligibility, enrollment, and claims. This includes but is not limited to: Overseeing the Field Representative billing process and collaborating with internal stakeholders and the billing administrator to resolve billing disputes. Acting as the tier 3 escalation contact to resolve plans/member escalations by leveraging the case management...