Error: The job that you were looking for either does not exist or is no longer open.
Click column header to sort
Summary of Responsibilities:
Responsibilities include leading the full lifecycle of activities for data-related projects such as data warehousing, business intelligence, data analytics and data governance. This includes gathering requirements, data profiling and analysis, collaborating in information review sessions, test case development, and identifying reporting needs and capabilities. Understands methodologies and technologies that depict the flow of data within systems and the business requirements and processes that need to be supported. Works under minimal supervision and is responsible to make a wide range of decisions, escalating to the manager when necessary and updating the manager on a regular basis.
Summary of Responsibilities:
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.
Summary of Responsibilities:
Manages the planning, organizing and directing of Human Resources’ activities in support of assigned business unit(s). Acts as business partner with business units to maximize human resource assets in the areas of employment, compensation, associate relations and performance management. Assists other areas as needed with generalist responsibilities. Works with supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
Summary of Responsibilities:
Evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant.
Develops a strong knowledge of human physiology in order to gather the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the underwriting process which include financial needs, insurable interests, avocations and occupations along with a comprehensive knowledge of the Company's products and procedures.
Summary of Responsibilities:
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.
Summary of Responsibilities:
The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation. In addition, the intern will receive training in sales, product development, and other areas of the EEC. Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.
Position Responsibilities:
- Lead or participate in various projects or initiatives, working with EEC tools to help enhance the sales experience for both sales associates and external clients.
- Campaign/event tracking: work in EEC’s CRM and Excel to track post activity and promptly report impact to sales management.
- Project SME: work closely with the EEC leadership team to help plan, test, implement, and measure the success of department projects.
- Job Shadow EEC associates in each department (Sales, Service, SOS, and Operations).
- Obtain EEC Sales product training through eTalent and side-by-side observations.
- Master client account profiling and positioning products and services for tailored leads.
- Become proficient with various presentation styles to educate future new hires and interns of the EEC department.
- Assist with the implementation of effective processes and procedures for completing and improving work.
- Actively participate in department meetings, activities, and initiatives.
- Enroll and complete Integrity Selling, Art of The Interview, Personal Branding, and other valuable career add-ons.
- Perform other duties as assigned by management.
Selection Criteria:
- Stated preference for a career in sales.
- Strong organizational and problem-solving skills.
- Excellent verbal and written communication skills.
- Good time management and organizational skills.
- Ability to work in a team setting, multitask, and manage priorities.
- Be able to work independently and be a self-starter.
- Candidate must have completed their sophomore year of college.
Work Setting:
- Office.
Educational Requirements:
- College - Rising Junior or Rising Senior.
Computer Skills and Knowledge of Hardware & Software Required:
- Computer skills in MS Word & MS Excel.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
- None required.
Position Demands:
- Participate in multiple projects at one time and manage multiple deadlines.
Summary of Responsibilities:
Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and reference materials. Update, develop, and deliver Advanced Markets promotional design, educational materials, and programs.
We are seeking a highly skilled and experienced Marketing Analyst with expertise in Owned Channels and Lifecycle Marketing, cross channel measurement across lifecycle of customers and their journies, and audience measurement. As a key member of our marketing team, you will be responsible for driving data-driven insights and recommendations to optimize our marketing strategies and enhance customer acquisition and retention efforts. The ideal candidate will have a strong analytical mindset, a deep understanding of marketing analytics, and the ability to work collaboratively across teams.
The position will collaborate with Leadership to develop strategies, tactics and initiatives to help Western and Spouthern and Gerber Life successfully grow and retain customers and its premium stream in an economically viable manner. While promoting efficient growth, the person will oversee the allocation of the Marketing budget across a variety of products, campaigns and audiences. The person must love numbers.
Gerber Life Insurance Company is seeking a Lifecycle Marketing Operations Manager. This role will help to operationalize Lifecycle marketing experiences developed for our customers using customer journeys and leveraging marketing technology (Such as Salesforce). The ideal candidate will take a customer first mindset to marketing thorughout the lifecycle, and possesses a strong background in marketing operations implementation,data and is adept at segmenting audiences, and understands the full marketing funnel. You will collaborate cross-functionally to execute engaging campaigns that enhance customer experiences and contribute to the overall success at Gerber Life. Lifecycle marketing focuses on building and maintaining strong relationships with customers throughout their entire interaction with the Gerber Life brand, from initial awareness to post-purchase engagement. The Marketing Operations Manager plays a crucial role in ensuring that marketing operations are streamlined, efficient, and aligned with the overall audience led lifecycle marketing strategy.
In this position, you will be responsible for the day-to-day management of marketing activities, including the advancement of email campaign programming, campaigin execution and operations, data maintanence, augmentation and the implemention of new MarOps frameworks
We are seeking a highly skilled and experienced Sr. Marketing Manager with expertise in driving partner-led-growth and sales by developing and executing go-to-market strategies to drive consumer adoption of Western and Southern and Gerber Life products. You will work closely with the decision science team, marketing, marketing operations, legal, IT, and contact center to develop plans to drive customer success. To be successful in this role, you must have exceptional communication and presentation skills, be comfortable working in a fast-paced, high-energy environment, and have a passion for partner led growth with a focus on customer win. You must have experience working in cross- sell, up-sell, and creating internal and external partnerships using customer insights, segmentation, and dashboards.
You must have a minimum of 7 years of experience in partner marketing or co-marketing, and/or a B.A. in Marketing or a related field.You will have the opportunity to work with a talented, team and have a real impact on Gerber Llife DTC marketing team success. If you have the necessary qualifications and you’re excited to contribute to this mission, we would love to hear from you.
The position will collaborate with Leadership to develop strategies, tactics and initiatives to help W&S and Gerber Life to successfully grow its sales in an economically viable manner. While promoting efficient growth, the person will oversee the allocation of the Marketing budget across a variety of products, campaigns and audiences. Key metrics include: DTC led contact center cross-sell; bottom of the funnel metrics such as Incremental Applications, Issues, Incremental Policies, Issue Rates, Conversion Rates, Retention Rates, Premium, Life Time Revenue, and Return on Ad spend. The person must love numbers.
Gerber Life Insurance Company is seeking an experienced and strategic Senior Marketing Manager of Lifecycle Marketing Strategy. In this key role, you will be responsible for driving the development of communication strategies and customer journey initiatives. The ideal candidate possesses a strong background in marketing strategy and implementation, is adept at segmenting audiences, and excels in creative development to achieve set objectives, analysis of results and tests to identify areas of improvement. You will collaborate cross-functionally to create engaging campaigns that enhance customer experiences and contribute to the overall success Gerber Life.
The position will collaborate with Leadership to develop strategies, tactics and initiatives to help Gerber Life successfully develop new customer journeys with the goal of driving consumer growth.
Manage and deliver complex programs of work consisting of multiple projects led by project managers and business analysts in support of major business transformation initiatives. Partner with leadership to improve project, program, and portfolio management capabilities realized by mentoring project managers and business analysts and driving standardization around delivery methodologies in a Project Management Office (PMO).
Summary of Responsibilities:
The Salesforce Reporting Analyst provides operational reporting and dashboard support for the Enterprise Engagement Platform (EEP), built on Salesforce. This role will apply both functional expertise of the Salesforce platform and knowledge of all EEP Business Units (BUs) to create, maintain, automate, and troubleshoot reports and dashboards to meet business needs. Troubleshoots issues with reports, dashboards, or other data issues. Proactively runs reports for trend analysis and other essential business drivers. Ensures the reporting environment is kept clean, organized and easy to use for our end users. Proactively engages with users to understand their business, their experiences and their reporting needs. In addition, this role will provide second-level escalated EEP support for users by resolving incidents as needed. Works as part of a collaborative team, communicates to stakeholders with confidence, and builds relationships to inspire trust. Committed to growing knowledge of the EEP platform, how our businesses leverage the platform, and possibilities for solving business problems for our end users. Works with minimal supervision and is responsible for making an established range of decisions, escalates to manager when necessary, and updates manager regularly.
Summary of Responsibilities:
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.
Summary of Responsibilities:
Provides support to IT, Information Security and Cyber Security teams, including functioning as the subject matter expert in IT security systems and custom tools. Serves as technical support for the Incident Response teams in high-priority cyber investigations. Continuously evaluates the external threat landscape, providing leadership regarding replacement or augmentation of existing tool capabilities in order to better secure business systems and data from inside and outside threats. Serves as a project leader for cyber security tool selection and implementation projects. Functions as lead developer for all custom security tool implementations.
Summary of Responsibilities:
The CRC Trainer will provide training support to our field force using a variety of methods including face-to-face on-site training, virtual and online. Works with all levels of associates to enhance skill development and work processes within teams. Works with minimal supervision and is responsible for overseeing associate knowledge across the CRC and Field force, coordinating training development opportunities across business units. Will work closely with the CRC Training Consultant to analyze and determine training opportunities for the Client Relationship Center (CRC), Service, Sales, Sales Operations Support and Support teams. Coordinates and presents training sessions using a variety of delivery methods, including individual coaching, online training, classroom training by means of lecture and facilitation, call simulation and side-by-side mentoring.
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.
Summary of Responsibilities:
Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Reviews and accurately processes life and health insurance applications received, within established authority. Thoroughly reviews application for completeness to ensure all necessary requirements are met. Approves applications within the limits of authority level and coordinates workflow of cases outside authority limits to underwriters for final disposition. Completes appropriate transactions and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules are met. Researches inquiries and provides prompt and accurate service to internal and external customers.
Summary of Responsibilities:
Provides concurrent and retrospective utilization reviews, large case management, disability case management and other programs to improve the quality of medical care and control costs. Works with minimal supervision and is responsible to make an established range of decisions, escalating when necessary, and updating manager on a regular basis.