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Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA's and IMO's. Provides a broad range of sales and marketing support to PPGA's and IMO's. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to...
The Counsel - Investments will serve as the primary legal counsel to Fort Washington Investment Advisors ("FWIA") on transactional, securities and regulatory matters relating to the registration and operation of the investment advisor and compliance with Investment Advisors Act of 1940, and associated rules. Duties include providing advice and legal support to FWIA's Private Equity and Private Debt strategies, including fund formation; compliance with Securities Act of 1933, and associated rules; structured finance/CLOs; fundraising and marketing; SEC compliance; and other investment transactions and fund operation activities. Provides general corporate legal services, including mergers/acquisitions support related to the Enterprises' many corporate entities.
Partners with Regional Vice President (a.k.a., External Wholesaler) to strategically manage territory. Places calls and provides information about portfolio composition, relative to performance and product design. Develops and maintains relationships with registered representatives to promote the sale of Touchstone investment products and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of investment products across all disciplines (i.e., investment product objectives, portfolio structures, investment management process and strategy, and investment product benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with...
Provides a broad range of sales, marketing, technical and operations support to the RSVPs, advisors and PPGAs. Focuses on sustaining and enhancing relationships with field distribution. Uses knowledge of Lafayette Life products, services and systems to provide both electronic delivery and field training to support the growth in company premium. While reporting to the Manager of Internal Wholesalers & Marketing Operations, this position must work effectively with the RSVPs and all home office personnel to build or enhance relationships with key distributors
Provides administrative support to the Assistant Vice President and management team of Policy Services in a timely and accurate manner. Makes contacts with all levels of personnel, including sernior officers, officers, directors and managers. Researches and organizes data, prepares memos, correspondence and various reports. Works with minimal supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate.
Leads, motivates, and manages team of licensed life insurance professionals to meet and/or exceed annual sales targets using established sales practices. Sets and maintains high standards of ethical conduct and performance for life insurance professionals when providing customer service or providing sales advice. Develops and implements strategies and marketing promotions, support processes and productivity tracking. Directly supervises associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Provides support to CRC upper management with all strategic initiatives and projects impacting the team. Works with minimal supervision and is responsible for making an established range of decisions,...
The ServiceNow CMDB Analyst II will be part of the Service Management Office (SMO) ServiceNow IT Asset Management (ITAM) team supporting the Configuration Management Data Base (CMDB) utilizing the ServiceNow platform. The ServiceNow CMDB Analyst II will have strong impacts on the IT Asset Management, Incident, Service Interruption and Change processes and maintain partnerships with the Application, Database, Enterprise Architecture, Network and Server teams for the installation and maintenance of the Applications and Services they run. Responsible for defining, implementing and maintaining the ServiceNow CMDB and ensuring strategic alignment and ongoing process health in support of Business and IT goals. Partners with the ITAM, ITSM and ServiceNow Platform teams to drive the...
Provides administrative support to the Assistant Vice President (AVP) and direct reports within the Client Relationship Center (CRC) and Insurance Profillment Solutions (IPS). Maintains calendar for the AVP, scheduling appointments and governing time. Expedites work through proper channels in the absence of the AVP, maintaining regular and follow-up files and confidential data. Acts as liaison to outside associations for the AVP. Arranges travel plans as directed and prepares correspondence and maintains records. 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.
Works closely with the program testing manager to define functional test automation strategy and processes. Responsible for creating, executing and maintaining a program level automation testing strategy and automation test framework for a given set of automation tools; creating custom controls; mentoring the test automation developers; and demonstrating innovations to increase testing efficiency and maximize the testing investments returns.
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
Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and...
Serves as the primary contact point for Information Services associates specific to operations tasks for both development and production systems. Operates, monitors, executes, makes modifications and schedules online and batch processes on both Mainframe and open systems platforms, meeting production and test schedules for Western & Southern Financial Group systems. Analyzes, corrects and documents production processing, ensuring quality standards are met, and contacting appropriate support resources as needed. Updates daily logs with site-specific information. Grants security access to recover systems when malfunctions occur. Directs Input/Output (I/O) area team in disposition and/or recovery of printed reports. ...
In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge. This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.
Produces or modifies computer programs of simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. 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.
Serves as the face of the Company with candidates. Supports the candidate selection and pre-hire onboarding process by managing background checks, drug screen results, employment verification and the monitoring of new hire paperwork completion. This position also provides information and answers questions from candidates, clerical and management to facilitate the selection and pre-hire onboarding processes. Works with supervision and is responsible for making routine decisions and at times escalating to Manager when necessary and updating appropriate parties on a regular basis.
The Portfolio Analyst is a member of the Fort Washington investment team with varying responsibilities. The primary goal of the centralized portfolio & risk analysis function is to work closely with the investment team and operations group to increase efficiencies and data accuracy with improved reporting and dynamic portfolio analysis of both third party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting. The associate will have exposure to a broad range of asset classes and sectors within Fixed Income and Public Equity...
Responsible for handling escalated incidents using proper investigation techniques, processes and procedures. Work in an agile manner to quickly respond to active threats. Works with managed security service provider (MSSP) to tune rules for detection of threats while minimizing false positives/false negatives. Maintains the central knowledge base for all processes, procedures and case documentation for accuracy and completeness. Assists in the mentoring of junior cyber associates to facilitate their development as incident analysts.
Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting. Prepares financial analysis, presenting results to departmental and shared service leadership. Participates as a subject matter expert on technical accounting matters and as a team leader/member on special projects. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary.
Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. These responsibilities include training and support for national account affiliates in the territory. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to...