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The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our customers.
Summary of Responsibilities:
This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance Sales process. Processes transactions and ensures customers’ needs are met via inbound calls and outbound...
Facilitates day-to-day functions with key Touchstone Fund service providers - custodian, liquidity vendor, 22c2 vendor, fund accountant, transfer agent, sub-advisors, prime broker, commission recapture vendors and sub-administrator. Coordinates problem resolution with and between Touchstone service providers. Works closely with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market registration, maintain oversight on custody account balances and the Securities Lending program. Helps to facilitate operational aspects of various Touchstone strategic product initiatives. Assists with regulatory oversight of Touchstone's third party broker-dealer omnibus relationships to ensure adherence to the industry and firm's policies...
Analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and...
We are seeking a skilled and forward-thinking developer to join our GenAI development team, contributing to the advancement of a Retrieval-Augmented Generation (RAG)-based platform that supports a variety of knowledge tasks. This system is a cornerstone of our internal GenAI innovation efforts—designed to capture, store, and generate knowledge from a wide range of sources including documents, databases, web content, and data services. The ideal candidate will have experience building generative AI applications using APIs to large language models (LLMs) such as OpenAI GPT, Llama, Gemma, and similar. Full-stack development experience is highly desirable, with strong proficiency in Python, SQL, and React. Deep familiarity with LLM prompting best practices is...
Participates in the design, development, testing, implementation and subsequent maintenance of Lafayette Life's life insurance and annuity products on their administration and illustration system platforms. Works with the Project Management Office to promote the timely completion of new product development projects. Ensures that calculations are accurately performed and kept with the intended and approved product design. Leads efforts to research and solve product problems. Coordinates programming change request process and supports testing of revised code. This position is expected to be able to work independently and escalate issues appropriately.
Applies technical skill sets and knowledge to develop and employ complete and accurate test plans for implementation of new products and/or application enhancements. Responsible for functional and/or interface testing deliverables of Enterprise systems. Works with some supervision and is responsible for making established range of decisions, escalating to Manager and updating Manager on a regular basis.
Protects Company associates from bodily harm and Company property from loss by fire, severe weather, burglary or vandalism. Performs various security duties. 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.
Provides legal advice and counsel on insurance and annuity matters to all Western & Southern Financial Group business and shared service units. Provides legal advice on both a preventive basis and after issues have arisen. Manages insurance and annuity litigation and disputes directly and/or through outside counsel. Works with minimal supervision and escalates to law and business unit management as appropriate.
Manages successful execution of all payroll processes, procedures, reporting, and delivery of timely and quality service to the Enterprise. Develops staff through coaching and performance management, utilizing a Multipliers mindset to enhance performance and engagement. Maintains compliance with federal, state and local payroll tax regulations across a mult-entity, multi-state organization. Fosters collaboration through positive business relationships with associates in all business units, third-party vendors and payroll tax authorities. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to senior management when appropriate.
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.
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
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 extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. 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.
Leads the scoping, prioritization, resourcing, facilitation, and execution of cross-enterprise value stream process improvements. This position will collaborate with BU and SSU leaders, as well as the leaders of enterprise change disciplines and initiatives such as Organizational Change Management, Heart of Customer, Knowledge Management, and Project Streamline to ensure a holistic view of process improvement that utilizes the entire OpEx Model to deliver value efficiently. This role will work with enterprise leaders to identify improvement opportunities that have significant impact to the enterprise's financial position. It will link up the individual OpEx deployment areas to provide transparency and awareness of inefficiencies across value streams and work with...
The Senior Manager, Enterprise Speech Analytics, is responsible with optimizing institutional knowledge across the enterprise by establishing and leading a Nexidia Speech Analytics team. This team will collaborate closely with distinct business units within multiple organizations to deliver business outcomes and synergies through strategic investments in the NICE/Nexidia/Enlighten Ecosystem and related technologies. The role demands strategic vision, leadership, and a profound understanding of speech analytics to ensure that insights derived from associate and customer data translate into actionable improvements, enhancing operational processes, regulatory compliance, sales, and customer satisfaction.
Supervises, coordinates and administers general building operations and contract services for a one million square foot Class A office, retail and parking garage development, known as Queen City Square, as directed by AVP of Commercial Property Management. Works closely with the Property Manager to maintain, enhance and create value for the asset. In conjunction with, or in the absence of, the Property Manager, is responsible for making decisions necessary to operate and manage the property. 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.
Develops, documents and maintains specialized processing and client requirements associated with Fort Washington's 3 main business lines - Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity business line. Pursues...
Provides direct and primary operational support for all Fort Washington departments. Position handles client account maintenance and may also perform operational aspects of the Private Equity Funds of Funds. Position prepares reports for weekly and monthly internal Finance Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts. 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.
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.
Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. 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.