Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Processes agent appointments and terminations within timeframes set in Enterprise Licensing Department (ELD) Quality and Service Standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with Home Office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-18745
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
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 and outbound calls.
Function
Call Center & Customer Service
ID
2022-18744
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Investment Manager works as a key member of Eagle’s investment team to source, underwrite, negotiate and close potential mortgage and/or equity real estate investments. This individual plays a crucial role in the development of Eagle Realty Group’s real estate investment strategies across a variety of asset classes and geographic regions. The Investment Manager also plays an important role in helping to streamline and standardize the firm’s investment process by recommending and implementing process improvements. The Investment Manager works closely with senior members of the team in negotiating, underwriting and closing real estate investments. In this role, the Investment Manager is responsible for four primary functions: - Source new investment opportunities. - Negotiate and underwrite new investments. - Process investment due diligence. - Close new investments. The Investment Manager drives the success of Eagle Realty group by maintaining and expanding relationships, sourcing and identifying appropriate investment opportunities, collaborating with the balance of the team to perform the appropriate financial and market analyses for new investments, negotiating investment terms, obtaining investor approvals, and by overseeing and managing the closing process. Over time, with demonstrated experience, this individual will assume more responsibilities with respect to establishing new relationships, expanding into new markets and asset classes, and collaborating with senior management to identify and implement new investment strategies. Works with minimal supervision and is responsible to make a broad range of decisions, updating manager on a regular basis and escalating to manager when necessary.
Function
Investment Management
ID
2022-18741
Subsidiary
Eagle Realty Group, LLC
Job Locations US-MI-FREMONT
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 calls.
Function
Call Center & Customer Service
ID
2022-18736
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Executes web content and projects related to internal and external websites, email marketing initiatives, including the management of brand and development, distribution strategy, contact database management, SPAM requirements and compliance with the Marketing & Digital Center of Excellence (M&DCOE) best practice standards for format and cross browser/platform compatibility. Implements and executes initiatives related to digital marketing strategies on behalf of the Business Units. In conjunction with the M&DCOE, develops reports that provide email statistics, digital metrics and web analytics. Works under minimal supervision and is responsible to independently make a range of established decisions, escalating issues to Manager as appropriate..
Function
Business Development & Sales
ID
2022-18722
Subsidiary
IFS Financial Services, Inc.
Job Locations US-OH-CINCINNATI
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 medium-to-large, semi‑complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business.  Acts as a liaison between the business customer and InformationTechnology (IT) project team(s) by building cooperative, constructive, effective working relationships with internal and external customers.  Ensures IT understands the business and stakeholder requirements and resolves any gaps in understanding.  Guides and advises less-experienced BAs.  Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis. 
Function
Information Technology
ID
2022-18720
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Information Technology
ID
2022-18717
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Coordinates workflow and monitors activities to assist management in ensuring efficient, timely and accurate processing of transactions that meet established service standards. Has responsibility for coordinating the training of department associates. Conducts quality control functions within the department, and provides management with timely feedback and statistical data. Handles complex requests or problem situations. Represents the department on new product implementation committees. The Team Lead also stays current with Company operating procedures and policy provisions.
Function
Insurance Operations
ID
2022-18707
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: This position is responsible for the management of a specific business unit team within Insurance Operations. The incumbent of this position is responsible for the performance management and development of the departmental associates and the integrity and execution of business processes and systems. The incumbent coordinates and monitors activities within the Insurance Operations Department to ensure financial activities are accurate, processing of transactions meets established service standards and customer service issues are resolved with a sense of urgency. This position is responsible for ensuring Partnership Agreements and scorecard objectives on all departmental functions are consistently achieved or exceeded while managing potential risk to the Company. This position maintains positive business relationships with high-level personnel, clients, agents, internal departments, vendors and other insurance companies.
Function
Insurance Operations
ID
2022-18703
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-18700
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision, and provides limited consultation to plan sponsor or agent only when approved by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18699
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18698
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Corporate Campus Services
ID
2022-18689
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports the Western & Southern Financial Group (W&SFG) insurance companies, including The Western and Southern Life Insurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company, Gerber Life Insurance Company and Western-Southern Life Assurance Company (collectively referred to as BUs) and Shared Services Units (SSUs) by completing research and analysis of regulatory requirements. Provides support to BUs and SSUs on regulatory requirements. Maintains accurate records related to compliance reviews. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Works with some supervision, handles multiple priorities, and is responsible for making an established range of decisions, escalating issues to management when necessary and updating management on a regular basis.
Function
Compliance & Legal
ID
2022-18686
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 medium-to-large, semi‑complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business.  Acts as a liaison between the business customer and InformationTechnology (IT) project team(s) by building cooperative, constructive, effective working relationships with internal and external customers.  Ensures IT understands the business and stakeholder requirements and resolves any gaps in understanding.  Guides and advises less-experienced BAs.  Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis. 
Function
Information Technology
ID
2022-18683
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Acts as a communication link between the operating department’s management and management of other departments throughout the Company as projects, processes and procedures are developed. Acts as project leader/departmental representative on Company committees, making departmental decisions on issues presented. Responsible for writing work orders, procedures and conducting research needed to bring a project to completion. Stays current with department’s operating procedures, systems and state regulations as they apply to the operating department. Works closely with the Compliance department, developing and revising existing forms and processes, to make certain department stays in compliance with state laws. Supports Technical Services Analysts and Production Consultants on research issues during project development.
Function
Insurance Operations
ID
2022-18682
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 agreements governing time service. Assures the integrity of contract documentation, accounting and related tax-reporting records to ensure compliance with various regulatory requirements. Effectively answers questions related to existing contracts and products, providing accurate, detailed and complete information.
Function
Insurance Operations
ID
2022-18670
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-18662
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Develops a wide range of personalized material utilizing a wide array of document development tools, including a variable data-driven system for one-to-one marketing material. Incorporates static text, graphic images and variable text based on data provided by various business units. Performs address record cleansing. Provides a high level of customer service, and works with customers to ensure their documents conform to corporate brand identity and industry best practices. Possesses knowledge of document life cycle, industry best practices, document creation, document automation, document insertion and various distribution methods. Escalates issues to the assistant manager or manager when appropriate and updates assistant manager or manager on a regular basis.
Function
Insurance Operations
ID
2022-18657
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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. Provides prompt and courteous customer service to external and internal customers, and provides job-specific training for new hires in addition to training on specialized processes.
Function
Insurance Operations
ID
2022-18652
Subsidiary
Western & Southern Financial Group

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