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...

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.

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 responsible for the leadership and performance of an assigned team or functional area within Insurance Operations. The incumbent is accountable for ensuring the accuracy, efficiency, and compliance of operational processes, as well as the development and engagement of team members. The Manager coordinates and monitors team activities to ensure that financial transactions are accurate, service standards are achieved, and customer service issues are resolved with professionalism and urgency. This position supports departmental goals, contributes to strategic initiatives, and collaborates cross-functionally to maintain service excellence, manage risk, and continuously improve operations.

Supports the administration of leave of absence requests, in partnership with the third-party administrator, for associate's own illness or Family Medical Leave Absences (FMLA) due to the illness of a family member that qualifies for FMLA leave. Analyzes and monitors each case to ensure appropriateness of decisions and correct manner of payment. Reviews payroll data to ensure associate's time-off history and pay is accurate. Evaluates requests for accommodations under the Americans with Disabilities Act (ADA) from associates within the Home Office, Agency field and Gerber Life. Processes incoming Worker's Compensation claims and supports third-party administrators to ensure effective claim management. Evaluates Worker's Compensation claims for settlement opportunities. Makes...

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.

Provides for and delivers health care and wellness services, within the scope of the license of a registered nurse, to associates to enhance morale, health and productivity. Develops, coordinates and conducts health education programs for associates to promote safety in the workplace to help associates achieve optimal health and productivity levels. Provides first-aid services and medical treatment for associates in the Home Office. Organizes wellness clinics including general health fairs and various health screenings. Involved in OSHA compliance and workers' compensation reporting. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updates Manager on a regular basis. 

Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles,...

A Brief Overview The Customer Service/Sales internship handles inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.   Seeking candidates looking to explore opportunities for a contact center career or a career in the financial services industry.

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 large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...

Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.

Serves as the product/marketing trainer and knowledge dispenser to National Account Agencies and producers and key staff members of larger agencies. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). National Account agencies are defined by the Senior VP of Distribution. Senior RVP Focuses on sales and productivity results of new and existing individual producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate. Senior RVP's have industry and CLIC subject matter expertise that allows them to work independently in "large" regions, and are responsible to make a broad range of...

Responsible for establishing and servicing sales commissions and expense reimbursement allowance (ERA) plans for firms and brokers. The Specialist will work closely with external business partners, Sales and Finance to ensure commission payments are processed correctly.

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...

The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...

The Customer Service & Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.

Individual contributor that works under limited supervision. Applies subject matter knowledge; requires capacity to understand specific needs or requirements to apply skills/knowledge. Project facilitator who guides cross-functional teams in executing the principles of the Agile Scrum and Kanban framework. 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. Provides training and mentorship to new teams and junior Scrum Masters. Champions Agile principles and the framework to the organization. Ensures the tracking and reporting of daily activities. Responsible for removing impediments that prevent a team from completing the work it has...

Independently 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 glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...

Independently 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 glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...