Western & Southern Financial Group

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Search Results Page 1 of 7

Job Locations US-MI-FREMONT
Customer Service Advocate - (Work at Home or Onsite)   Looking for a career where you can make a real difference in other people’s lives? Have a passion for customer service? Want to work from home? Think you’ve got what it takes to work for one of the leading companies in the insurance industry? If so, we’d love to speak with you about joining the Gerber Life Insurance team. We provide excellent benefits, 401K with company match and a pension, along with the opportunity to earn a monthly incentive. Click here to learn more about our call center: https://youtu.be/cg64WzJc6BY   Gerber Life has been in business since 1967. We sell an array of children and adult coverage. To learn more about Gerber Life Insurance, click here https://www.gerberlife.com.
Function
Call Center & Customer Service
ID
2021-16665
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Plans, develops and executes large agency relationship onboarding and training programs. Plans, develops and executes the Columbus Life national webinar schedule. Plans, develops and executes 1-4 annual home office or virtual training school/meetings. Acts as the first point of contact for key personnel in our national accounts/large agencies with regards to onboarding and training, producing and delivering content based upon the needs of our National Acounts, travelling as needed in support of our national accounts/large agencies. Develops and maintains library of PowerPoint presentations in support of their training programs, and develops PowerPoint presentations as needed for other CLIC departments. Is responsible for developing, project managing and executing a number of complex projects simultaneously. 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.
Function
Business Development & Sales
ID
2021-16647
Subsidiary
Columbus Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 closesly with Touchstone Sub-Advisors and Custodian to research and resolve issues, implement new foreign market investments, 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 and procedures for underlying shareholders. Analyzes business processes looking for process improvement and operational efficiencies, and implements new regulatory policies, procedures and controls. Communicates with all other departments that comprise the IFS business, and has significant interaction with IFS Information Technology. Works in close coordination with other departments to assure that Touchstone’s operational aspects of regulatory disclosures are reviewed and validated. Works within established guidelines, analyzes, identifies and resolves problems, and completes routine and nonroutine operations projects updating manager on a regular basis.
Function
Business Development & Sales
ID
2021-16625
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Highly creative, detail-oriented, front-end user experience Web Designer creates highly usable Web and mobile applications. In-depth knowledge of front-end coding and mobile frameworks that can help translate designs into rapid prototypes/wireframes. Thought leader in HTML5/CSS3 best practices to help present new technologies that help foster the best user experiences. The candidate must also be familiar with mobile frameworks like jQuery and/or Bootstrap. This person should have a proven history of innovative user experience design, usability and Web development. 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.
Function
Marketing & Public Relations
ID
2021-16624
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Relationship Manager plays a crucial role in building and retaining business through identification and fulfillment of client needs….offering proactive, personalized client service designed to make the client relationship with Fort Washington Investment Advisors an exceptional experience. The position involves collaboration with other team members including, operations, marketing, compliance and other areas of the organization. The role requires a solid understanding of the investment advisory and financial planning process, and the ability to address and explain these, and other issues, to high net worth individuals and their families. The Relationship Manager serves as the primary point of contact for the day to day management and administration of a client’s wealth management needs, including account administration, money movement and fund transfers. The Relationship manger works closely with other team members to deliver the highest possible level of client service, proactive client contact, and customized advice. Works with minimal supervision and is responsible to independently making a broad range of critical decisions, escalating to more senior officers and executive level management when appropriate.
Function
Investment Management
ID
2021-16618
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs the analysis, reconciliation and resolution of numerous and complex bank and suspense accounts. Independently evaluates, monitors and coordiates the resolution of open/aged items through timely research and communication with external resources and/or multiple departments and levels of management within W&SFG. Demonstrates extensive knowledge and expertise in MAR account reconciliation requirements and the Enterprise Account Reconciliation Policy. Prepares documentation of new processes, and trains account reconciliation analysts, providing direction daily. Resolves problem situations, and assists management in analyzing processes and workflow for improvements in operational effectiveness. Serves as a liaison and source of expertise with internal and external auditors and the Financial Reporting, and the Financial Controls and Compliance group (includes coordinating information requests within the department). Works independently, with limited supervision and is responsible for making an established range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Finance & Accounting
ID
2021-16615
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Leads Gerber Life Insurance Company’s efforts to assess, document, communicate and implement regulatory and internal requirements related to privacy, information security governance and records retention.  Works closely with stakeholders to lead and/or contribute to relevant projects to enhance practices and processes related to privacy, information security governance and records retention.  Identifies opportunities to continuously improve relevant programs and to implement best practices. Develops and implements legal, compliance and corporate governance policies and procedures to support the Gerber Life Privacy Program. Works with internal and external business partners in the development of and day-to-day oversight of Privacy matters. Works with minimal supervision, timely escalating to Compliance Director, as appropriate.
Function
Compliance & Legal
ID
2021-16614
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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. 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.
Function
Internal Audit
ID
2021-16611
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: ·The Credit Analyst (Emerging Markets Debt) is responsible for the ongoing analysis of hard currency sovereign, quasi-sovereign, and corporate issuers within assigned regions/sectors for FWIA Emerging Markets Debt (EMD) portfolios.  The associate serves as specialist for assigned regions and provides recommendations for portfolio positioning relative to client benchmarks and objectives. The associate provides relevant, timely and frequent updates to the credit research team(s), portfolio manager(s), and Co-CIO(s) regarding ongoing developments within their assigned coverage areas.
Function
Investment Management
ID
2021-16607
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Leads production support and development efforts for application programming and/or technology infrastructure team(s). In addition to normal managerial expectations, ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Function
Information Technology
ID
2021-16606
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Function
Information Technology
ID
2021-16605
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Individual contributor that is fully proficient in applying established standards; knowledge base acquired from several years of experience in particular area. Works independently; may instruct or coach other professionals. Project facilitator who guides cross-functional teams in executing the principles of Agile Scrum and Kanban frameworks. Provides servant leadership to a team or teams and facilitates planning, team learning in the form of reviews and retrospectives, and adaptation of the process to ensure quality of team/solutions. Works closely with the Product Owner(s) to ensure high velocity and high quality of delivery, while identifying and helping to resolve issues that emerge throughout the product development cycle. Position Responsibilities:
Function
Information Technology
ID
2021-16597
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Recruits for all assigned positions with a focus on mid-level positions. Uses recruiting best practices to source, attract and screen applicants to fill assigned openings. Is accountable for leading the development of ongoing creative/cost-effective sourcing strategies for assigned open positions as well as developing a pipeline of key talent to improve overall bench strength. Consults with line managers and appropriate Human Resources Managers throughout the hiring process, providing detailed assessments of all candidates sourced. Manages the presentation, selection, offer, negotiation, closing and administrative components involved in the recruiting process. 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.
Function
Human Resources
ID
2021-16594
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Serves as a point of contact for Cloud/infrastructure-related projects, questions and issues. Participates in the design and administration of Cloud-based infrastructure solutions working alongside Cloud Architects and other teams (e.g., Web, Database, Storage, Networking, IAM, Information Security) to ensure that initial and anticipated future business requirements are presented. Supports multiple deployment models including manual, scripted, DevOps, CI/CD/Iaac methodologies. Works with Information Security to ensure that the proposed infrastructure solution complies with our Cloud security standards.
Function
Information Technology
ID
2021-16588
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Under the direction of the Chief Compliance Officer (CCO) or delegate, manages, supports and provides oversight and monitoring of the Firm’s internal controls, compliance, and operational functions. May also assist senior staff in preparing regulatory filings, responding to regulatory inquires and customer complaints. The primary focus of this position is to ensure quality assurance processes are managed and regulatory risks are sufficiently mitigated in a timely manner. The Compliance Analyst manages multiple deadlines and is responsible to make an established range of decisions, escalating to Manager when necessary, and works in an autonomous fashion with limited daily supervision.
Function
Compliance & Legal
ID
2021-16582
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.
Function
Insurance Operations
ID
2021-16581
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Summary of Responsibilities: Analyzes and amalgamates information provided by a large number of people who interact with the business, such as customers, staff, IT professionals and executives. Responsible for eliciting requirements from stakeholders and determining those requirements that are actual needs versus expressed desires. Assists in the prioritization of work by working with the business to expose the value of the requirement, as well as IT to put together an estimated effort. Plays a central role in aligning the needs of the business unit with the capabilities delivered by IT and serves as a “translator” between groups. Uses techniques that are project appropriate. While working on an agile project, the Business Analyst uses techniques that enable a highly iterative delivery approach of continuous requirements identification and just-in-time definition of requirements. Serves as a surrogate product owner, representing the product owner when communicating requirements to the development team. Owns the requirements including definition, acceptance criteria, test plans, test data, automated test scripts and ultimately acceptance and verification of the product. Position Responsibilities:
Function
Information Technology
ID
2021-16575
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The IT Vendor Management Administrator is responsible for assisting with the support and execution of the IT Vendor management program. This includes responsibility for maintaining documentation and and maintenance of IT vendor management processes, standards, and metrics tracking. This role will assist with maintaining external third party partner/vendor/outsourcing relationships and includes monitoring the IT Vendor Service Level Agreements (SLA) against contract terms for primary vendors and business partners; management and performance monitoring of all IT vendors; serving as a liaison between legal, project leads and other key stakeholders during the contract negotiation process. As part of on-going responsibilities, the Junior IT Vendor Management Specialist will work to facilitate regular communication concerning projects to ensure key performance indicators are achieved and maintained. Acts as a point of contact with IT vendor relationship owners, as well as IT vendors as needed. 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.
Function
Finance & Accounting
ID
2021-16573
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Provide technical support to the Contact Center through systems issue triage, validation and data gathering. Reset passwords for the contact center associates for Citrix and Mainframe. Facilitate in the implementation of business initiatives to enhance contact center productivity, ensuring execution and completion of essential testing and communication within contact center, including technology issues, enhancements, and interdepartmental processes (involving PMO, Zeus Team, IT, UW, UTS, Accounting, New Business and Marketing). Work with the PMO and systems developers to assist in creating requirements, test plans, test cases, acceptance criteria and the final user acceptance testing. Deliver verification and validation of scheduled deployments for call center and Zeus applicationsEnsure compliance with techniques that are project appropriate. While working on an agile project, use techniques that enable a highly iterative delivery approach of continuous requirements identification and just-in-time definition of requirements.
Function
Business Development & Sales
ID
2021-16567
Subsidiary
Gerber Life Insurance Company
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
2021-16561
Subsidiary
Western & Southern Financial Group

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