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The Customer Service Associate builds client relationships by researching, analyzing, and resolving service requests and complaints. This associate provides exceptional service to existing customers through service-related transactions via inbound and outbound calls. They ensure customers' needs are met while maintaining compliance with regulatory requirements. The Customer Service Associate is expected to utilize critical thinking skills to resolve issues, overcome objections, and de-escalate client interactions.
Provides business planning, decision support analysis and measurement reporting for the assigned business unit(s), e.g., Agency, Columbus Life and/or Lafayette Life. Develops critical management decision analysis tools, and suggests and implements cost-savings. Prepares financial budgets, forecasts and various business case financial models, and performs special projects. Develops, implements and maintains profitability models, cost benefit analysis models and business unit performance measures. Performs variance analyses monthly and quarterly for key management reports. Provides highly confidential analyses in support of new business initiatives and potential acquisitions. Works with minimal supervision and is responsible for making a broad range of critical...
Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis
Assists in the oversight of the engineering and continuous operations of a one-million-square-foot, Class A office, retail and parking garage development as directed by the Chief Building Engineer. Provides oversight and maintenance of all property systems including, but not limited to, fire/life safety, mechanical (HVAC, plumbing, controls), electrical metering systems (lighting, UPS, PDU, primary switch gear), lighting and temperature control systems, critical environments, light construction and maintenance (painting, repairs, lock installation, grounds keeping), digital systems (fire alarm, duress, card access, CCTV). Facilitates various building inspections with local authorities such as the fire department and the department of buildings and inspections. Supervises the engineering...
Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
Processes agent appointments and terminations within timeframes set in Enterprise Licensing department (ELD) quality and service standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with home office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis.
Manages activities related to credit rating agencies, the Corporate Responsibility Program, and participates in investor relations. Manages relationships, strategy and communications to senior management. Performs complex financial analysis and crafts compelling presentations and other materials highlighting the Company's strengths. Carries out strategic initiatives of the department and the company. Will function as either a key subject matter expert or as a project lead on these projects. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive level associates only when appropriate.
Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.
Assists in the management of the day-to-day compliance functions for the for the Securities Entities of Western & Southern Financial Group (W&SFG. Under limited direction of the Chief Compliance Officer (CCO) or other Compliance leader, manages, supports and provides compliance oversight and monitoring of the Firm's internal control, compliance, risk management and operational functions. Assists the CCO in managing business risks by establishing and conducting proactive surveillance, testing, and monitoring of compliance, risk management, investment and operational-related matters. The primary focus of this position is to ensure compliance related investment and quality assurance processes are managed and regulated, and client risks are sufficiently...
Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.
Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis
Provides administrative support to the Assistant Vice President (AVP), Benefits Operations. Maintains calendar, schedules appointments and governs time for AVP as needed. Expedites work through proper channels in the absence of AVP; maintains regular and follow-up files and confidential data. Independently prepares correspondence; maintains records and creates and maintains presentations, charts, graphs, spreadsheets and databases. Works with minimal supervision and is responsible for making an established range of decisions, escalating to the AVP when necessary and updating him/her on a regular basis.
Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to...
Provides Qualified Plans' support to field associates by providing product training, qualified plan consultation and case design. Assists the VP of Retirement Services in developing marketing ideas and coordinating rollout of ideas to the field. Responds to inquiries from new and existing clients, customers, financial advisors, employers and the Department of Labor, IRS and Pension Benefit Guarantee Corporation (PBGC). This includes researching legislative and qualification issues and making recommendations. Technical support extends to interpreting impact of legislative alerts.
The Credit Analyst (Investment Grade) is responsible for the ongoing analysis of BBB and higher rated securities of assigned sectors within Fort Washington's public and private corporate bond portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning, and security-specific trade ideas that support the overall client mandate.
Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
Evaluates and classifies life, accident and critical illness insurance applications. Reviews applications, medical exams, laboratory results and other underwriting information in order to identify low-risk applicants, and expedites the approval of those applications. Works with a mentor underwriter to establish appropriate underwriting actions to fully evaluate complex risks. Answers questions concerning application status and other inquiries on behalf of the underwriter. Verbally discusses cases with sales associates and applicants, which may involve explaining the reason the company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Works with company physicians to develop a strong knowledge of human...
Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees, checks for proper parking decals and cleans floors, offices and rest rooms. Works with some supervision and is responsible to make a minimal range of decisions, escalates to manager when appropriate and updates manager on a regular basis.
Performs system and security program design, selection, acquisition, installation and maintenance for Western & Southern Financial Group's (W&SFG) LAN/Windows/UNIX systems. Designs, implements and maintains complex local and wide area networks of machines as well as necessary controls and procedures to cost-effectively protect Information Systems' assets. Manages infrastructure performance, maintenance, security and problem resolution. Administers and coordinates corporate email systems and/or other messaging systems. Participates in the research, planning, documentation, implementation, testing and maintenance of disaster recovery plans. May be required to provide direction and guidance on physical protection of Information Systems' assets. Works with minimal supervision and is...