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Coordinates and completes day-to-day Enterprise-level projects within Western & Southern Financial Group (WSFG) using a combination of disciplines (process, change, business and technical). Manages a variety of large-scale, Enterprise-wide initiatives simultaneously while serving as the single point of contact for those initiatives. Leads/Coordinates all aspects of projects including planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management and quality management through all portions of the project and development lifecycles such as ideation/conceptualization, rationalization/prioritization, requirements, design, build/configuration, testing,...
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Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements to support multiple...
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Initiates, develops and maintains investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned territory. Grows third-party assets through business development efforts to meet established sales goals. Focuses on making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer. Strategizes with personnel that cover consultants to establish firm credibility and harvest potential prospects. Develops in-depth product and industry knowledge relating to investment products and financial services industry. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to Managing Director, Business Development when...
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A Brief Overview
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.
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Leads and manages a team of exempt and nonexempt individuals responsible for the accounting of the overall Western & Southern Financial Group (W&SFG), life insurance subsidiaries (both statutory and GAAP) and certain non-life insurance subsidiaries. Coordinates the execution and delivery of the monthly GAAP consolidation results. Owns, executes and manages all organizational efforts related to expense budget, cost allocations and expense analysis. Actively communicating with senior leadership related to results and the projected impact of business activities on operating expenses.Leads and monitors organizations regulatory processes related to intercompany agreement transactions. Partners with Compliance Department and business unit stakeholders to ensure regulatory...
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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.
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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 small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
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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
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Develops and modifies models needed to analyze risk and profitability of products in force and under development. Assists with analysis of results of these models and implements new products and financial reporting systems. Works with some supervision and is responsible for making a moderate range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis.
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Ability to handle incoming calls for service center, enters and tracks work orders, processes invoices, tracks project costs, and schedules fleet cars and Company-owned cell phones. Performs administrative duties for AVPs, directors, managers and supervisors associated with department operations. Prepares and maintains reports and department records, including personnel, payroll and project-related files/emails. Organizes the office environment, coordinates meetings, schedules conference rooms, performs administrative tasks, handles minor correspondence, conducts research, and coordinates activities with others both inside and outside the Company. Performs administrative back-up for other departments. Works with some supervision and is responsible for making a minimal range of...
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Processes and reviews underwriting requirements by conducting customer interviews to gather non-medical and medical information. Works with some supervision but is empowered to approve applications and other decisions within the limits of authority level, and coordinates workflow of cases outside authority limits with Senior Case Specialist. Completes appropriate amendments, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules regarding all requirements and procedures are completed. Research inquiries and provide prompt and accurate service to internal and external customers. Supports the overall goals of the department by meeting or exceeding department time service, production goals, quality standards and underwriting requirements.
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The Supervisor Agency Support leads and develops a team of Agency Support Specialists to deliver exceptional service to independent agents and agencies. This role is responsible for driving performance, improving operational efficiency, and ensuring consistent service quality across agency support functions. The Supervisor partners cross-functionally, analyzes call data, and implements process improvements that enhance the overall agent experience.
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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 and outbound calls.
*This position is remote in these states only at this time: IN, WI, FL, GA, NC, SC, TX
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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 and outbound calls.
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Under the direction of the Manager, Treasury Systems and Compliance, this position plays a key role within the Treasury department. Ensures that departmental operations and processes are implemented and executed in compliance with Enterprise policies and procedures as well as best-in-class Treasury practice. This associate also performs key tasks with respect to the administration of hundreds of bank accounts, the Enterprise corporate card program, system user administration across 25+ unique systems, and measuring Treasury department KPIs. Updates manager on an as-needed basis and identifies issues for escalation directly to area impacted and ensures remediation takes place.
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A Brief Overview
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...
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A Brief Overview
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...
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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 individual affiliate partnership...
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Serves as the face of the Company with candidates and new associates. Supports the new associate onboarding process by scheduling drug tests, background checks, coordinating completion of new hire paperwork, and monitoring the processes to completion. This position also provides information and answers questions from candidates, associates and management to facilitate the onboarding processes and completion of required employment documents. Organizes and completes all administrative functions associated with the day-to-day operation of the talent acquisition function. Supports Talent Acquisition management and staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and...
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Supervision of employees in a remote or on-site position within an Inbound/Outbound Sales Contact Center. Responsible for effective sales team management that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators.