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Places mutual fund trades for the firm's registered reps via the brokerage platform. Rebalances and places model trades for client accounts held by the firm's Registered Investment Advisor. Monitors all daily trade activity firmwide, ensuring trades are entered and processed in accordance with published firm rules and industry regulations. Processes and documents trade error and trade correction requests. Serves as a point of contact and subject matter expert for the brokerage platform performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Works with some supervision and is responsible to make an established range of decisions, escalating to the manager when appropriate.
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This role plays a pivotal part in maintaining the company's industry-leading position by driving incremental sales through innovative technology solutions and exceptional customer support that set us apart in the marketplace. The ideal candidate will be an experienced professional with a proven track record in Contact Center technology, development, and support.
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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 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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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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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.
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Handles the various functions involved in the accurate and timely processing of Payroll for assigned pay groups within the Enterprise. Evaluates, monitors and coordinates any exception processing that may be required due to special instructions received by Payroll management, Human Resources, Benefits, Field Accounting and Field Clerical, such as pay adjustments. Responsible for the setup, maintenance and compliance of Field associates' tax records. Interacts daily with associates at all levels of management throughout the Enterprise, including field agents and district office clerks, to resolve problems or issues related to payroll or Company policies. Acts as a role model to Payroll Specialists by producing work with minimal errors and providing excellent...
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Examines, investigates and evaluates information from policyholders, attorneys, physicians, hospital personnel, police departments, employers, State Medicaid personnel, funeral homes, Probate courts and other professionals needed to determine the disposition of life, annuity, health and disability claims within authority limits. Benefit and coverage decisions made are susceptible to litigation and/or significant monetary damages. In addition to claim handling, handles second-level support calls from the Client Relationship Center (CRC) and direct customer support to clients and financial representatives (i.e. outbound calls to settle express claims). Provides prompt and courteous customer service to external and internal customers and provides job-specific training...
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The Vice President of Media Strategy will be responsible for driving insights and aiding overall media transformation for Gerber Life, the DTC marketing engine of Western & Southern Financial Group. The VP of Media Strategy is a key strategic leader within the Gerber Life marketing organization, responsible for shaping and operationalizing marketing messages through media excellence and execution. This role partners closely with the SVP of DTC Marketing, and cross-functional executive stakeholders such as Director Brand and Creative Strategy, and the VP Data & Analytics & MarTech to deliver high-impact strategic projects, brand-building programs, and performance-driven media investments to over-deliver on operating plans. This leader oversees Gerber Life's integrated...
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Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. 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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Evaluates claim information and decides appropriate course of action to properly assess, clarify and appraise the claim in compliance with policy provisions, claim procedures, legal requirements and professional ethics.
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Prepares accounting close journal entries, financial statements, regulatory filings and numerous reconciliations across all W&S legal entities. Researches, resolves and documents reconciliation issues. Processes information necessary for detailed and accurate budget reporting, business unit cost allocations and intercompany expense chargebacks on a monthly basis. Serves as a point of contact for enterprise associates, including senior management, on questions regarding processes and day-to-day operations. Identifies issues and corrects accounting via journal entries in the general ledger resulting from interface issues with policy administration or investment accounting systems. Utilizes underlying knowledge of accounting processes including general ledger,...
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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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The Product Owner I, Insurance Operations, supports the planning and execution of technology enablement initiatives across Insurance Operations. This role focuses on representing business needs and priorities within strategic delivery teams to deliver enhancements in workflow systems, administrative platforms, Intelligent Document Processing (IDP), Robotic Process Automation (RPA), and AI-powered tools.
The Product Owner I collaborates closely with operations leaders, end users, and IT partners to define user stories, prioritize backlogs, validate functionality, and ensure delivered solutions meet business needs. This role operates as a liaison between the business and technical delivery teams, ensuring effective communication and alignment throughout the...
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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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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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Installs, inspects, maintains and repairs all electrical facilities and equipment for the properties managed by Eagle Realty Group. 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. Obtains bids and manages electrical projects coordinating with other trades.
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Designs and facilitates training programs and workshops that support the guiding principles and objectives of the organization. Primary responsibilities are weighted equally between instructional design of training courses and faciltation of both in-person and virtual training sessions. Provides research, consulting and training services in a variety of areas including product specific, technical and soft-skill training. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
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Provides direct and primary operational support for all Fort Washington Investment Advisors 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.
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Processes and approves complex contract and policy changes which may include conversions, reinstatements, face amount increases, add and cancel riders, add and cancel benefits, loans, surrenders, partial surrenders, etc., for Fixed, Variable and Indexed Life contracts utilizing various administrative systems. Interacts with Senior Case Analysts and other departments to complete transactions. 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 to underwriter, manager or other departments for final disposition. Completes appropriate transactions, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules...
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The Administrative Assistant provides essential administrative support to the Gerber Life Insurance Management Team and oversees the GLIC front desk operations at the Fremont administration facility. This role is critical to maintaining a professional, secure, and welcoming work environment for associates and visitors. The Administrative Assistant serves as the primary front-desk representative ensuring smooth daily operations and acts as the first point of contact for all site visitors. Responsibilities include monitoring the front desk, controlling access to company property by verifying proper identification and credentials, and supporting a safe workplace through routine interior patrols.Working under general supervision, the Administrative Assistant is responsible for promptly...