Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
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.
Function
Insurance Operations
ID
2021-14971
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 customers.
Function
Business Development & Sales
ID
2021-14967
Subsidiary
Gerber Life Insurance Company
Job Locations US-CA-LOS ANGELES
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.
Function
Business Development & Sales
ID
2021-14951
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports The Western & Southern Life Insurance Company, Columbus Life Insurance Company, Intergrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company and Western-Southern Life Assurance Company Business Units (collectively referred to as BUs) and Shared Services Units (SSUs) by completing research and analysis of legal and regulatory requirements and applying those to product filing and forms work. Gains a full understanding of and ensures compliance requirements are met regarding new products assigned, including product features, filing requirements, state variations, form requirements, marketing strategy and target markets. Prior to a product launch, escalates any red flags or other concerns related to Anti-Money Laundering, privacy, licensing, sales practice or other rules, regulations or internal policies with the appropriate member of the compliance management team. Maintains accurate records related to filing and forms compliance. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Performs peer reviews of completed filings and raises relevant concerns or issues prior to filing. Works with limited supervision and is responsible for making an established range of decisions, timely escalating to management as appropriate, including providing regular updates regarding product projects and related efforts.
Function
Compliance & Legal
ID
2021-14932
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
Function
Insurance Operations
ID
2021-14925
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Summary of Responsibilities: In a manner consistent with compliance and regulatory requirements, responds to agent’s inquiries via multi-media factors including inbound, outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge.
Function
Insurance Operations
ID
2021-14921
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Evaluates requests for retirement benefits to determine eligibility for both retirement and health benefits for active associates entering retirement as well for deferred pensioners. Processes transactions for monthly pension payroll(s) to include balancing earnings and deductions and approval of the final payroll. Processes the biweekly and monthly 401(k) contributions and balances month-end accounting. Approves 401(k) distributions to include hardship requests. Determines correct beneficiary for group term life insurance for active and retired associates and their spouses, and also determines if the surviving spouse or beneficiary is entitled to other benefits under the defined benefit plan, 401(k) plan and/or retiree health and welfare plan. 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
2021-14916
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs general ledger accounting, assists in the creation of financial statements, provides financial reporting and performs financial analysis. Prepares and reviews journal entries on a day-to-day basis to properly record financial transactions. Prepares monthly, quarterly and annual financial statements, as well as additional financial reporting. Performs financial analysis and prepares presentations for management. Participates in developing analysis tools and works on special projects as a team leader/member. 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
2021-14907
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Acts as the primary contact for our distribution platform partner relationships in a sales and servicing role. Supports the internal and external wholesalers with information provided by our distribution partners. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.
Function
Business Development & Sales
ID
2021-14897
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Prepares accounting close journal entries, financial statements, regulatory filings and numerous reconciliations across all W&S legal entities. Researches and documents reconciliation issues and escalates to management when necessary. 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, budget software, statutory statement software, investment accounting software, process flow and reconciliation software in order to support accounting associates in the execution of monthly and quarterly investments, GAAP and statutory financial close and reporting processes.
Function
Finance & Accounting
ID
2021-14861
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides strategic leadership in the development of Western & Southern Financial Group’s (W&SFG’s) Information Security management program to support the business objectives of W&SFG. Leads W&SFG’s Data Protection, Cyber Security Operations Center (CSOC) and Security Engineering teams. Ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Function
Information Technology
ID
2021-14856
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs data-driven analyses, problem solving and algorithm development through the systematic application of mathematics, statistics and computer science with cutting edge data mining and machine learning technologies. Tackles relevant business concerns by providing strategic intelligence for fundamental and high impact business questions that directly impact the direction of the Company. Works closely with business partners and stakeholders to transform findings into actionable business opportunities.
Function
Actuarial
ID
2021-14821
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Accountable for Western & Southern Financial Group’s (W&SFG) compliance process for reviewing and assessing new and changes to current, state and federal regulations and National Association of Insurance Commissioners model rules (NAIC Model Rules), including insurance, privacy, cyber-security, financial exploitation of seniors and state standards of care regulations (collectively, Regulations) that impact or otherwise apply to W&SFG insurance companies. Work assignments include: (i) reviewing and proposing changes to the current W&SFG compliance process for reviewing and assessing Regulations and related implementation of processes and change management efforts; (ii) monitoring and analyzing Regulations; (iii) leading projects to revise written procedures, systems and forms as necessary for W&SFG insurance companies to comply with Regulation requirements; (iv) communicating Regulations to W&SFG Compliance teams, W&SFG insurance companies and shared service units (SSUs); and (iv) assisting W&SFG Compliance teams, W&SFG insurance companies and SSUs in the implementation of changes to business operations, written procedures and practices necessary to comply with Regulations and management of related compliance risk. The Insurance Compliance Specialist - Regulatory works closely, and communicates directly, with members of W&SFG Compliance, Law, Internal Audit, and W&SFG insurance companies and SSUs to assess, document, communicate and implement Regulation requirements. Identifies regulatory and risk issues and trends presented by high-level Regulation topics that impact W&SFG insurnace companies and SSUs, and escalates to the Compliance Manager, Regulatory Change and Filing or other W&SFG Compliance management in a timely manner and as appropriate. Leads or contributes to applicable projects with W&SFG insurance companies and SSUs in coordination with W&SFG Compliance teams to improve W&SFG insurance companies’ and SSUs’ practices and processes related to Regulation requirements. Communicates applicable issues, including implementation issues, to W&SFG Compliance management as necessary. Works with minimal supervision and is responsible for making an established range of decisions, timely escalating to the Compliance Manager, Regulatory Change and Filing as appropriate, including providing regular updates regarding Regulations and implementation and other related efforts.
Function
Compliance & Legal
ID
2021-14817
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
2021-14740
Subsidiary
Touchstone Investments
Job Locations US-MI-FREMONT
Summary of Responsibilities:   Lead the company in the execution of business strategies and internal projects to ensure the desired result is achieved quickly and effectively.  The Lead Business Analyst has management accountability for the performance and development of the project team.  Lead BA leads and directs various activities/projects for Agency Operations and is responsible for Independent Distribution’s current systems and processes, documentation of business requirements for procedural/system improvements as well as communicating with the internal groups to ensure a clear understanding of requirements.  The Lead BA fosters and promotes continous process improvements and a positive work environment while ensuring business objectives are met and all departmental goals are achieved.
Function
Insurance Operations
ID
2021-14715
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Organizational Development Consultant works closely with Human Resources and business units to design and implement best practice talent management methodologies to increase engagement, hiring, retention and performance of high-quality associates. Serves as lead member of Human Resources on corporatewide initiativesensuring the design and implementation of such initatives aligns with the organization's culture, and both business unit and human resource strategies and goals. Drives the Company's organizational change management discipline and partners with business areas across the Company to ensure successful adoption and ownership of change initiatives. Partners with business areas to create a change management plan that is consistent, best-in-class, and increases associates engagement, adoption and usage while minimizing resistance. Works with minimal supervision and independently makes a broad range of critical decisions escalating when appropriate.
Function
Human Resources
ID
2021-14686
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Western & Southern has an immediate opening for a Software developer with specific experience in several of the following areas: robust understanding of C#.NET, experience in databases (particularly SQL server), familiarity with MVC architecture, experience in developing RESTful APIs, familiarity with version control (GIT for example), knowledge of the software development life cycle / agile methodologies and working knowledge of entity framework. Summary of Responsibilities: - Produces or modifies computer programs of all sizes and complexity with a sense of urgency - Understands program and system problems, ask questions, design solutions and implements them. - Understands the overall application architecture – both application layer and database layer. - 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. - Provides mentoring support for less experienced programming staff.   - Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary. - Communicates with the internal customer and her/his manager regularly. - Has a Continuous Improvement mindset and is able to demonstrate as such
Function
Information Technology
ID
2021-14684
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
2021-14611
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leads, implements and tracks Agency operations improvement projects (i.e., system, business processes, etc.) impacting Agency sales, clerical and CRC. Conducts quality testing through the implementation process and establishes a plan for ongoing quality assurance after implementation. Tracks success of programs through periodic metric studies to identify trends, organizational strengths and opportunities for improvement. Carefully considers long-and short-term impact of project implementation on Agency operations and related areas of the organization. Coordinates multiple large-scale projects simultaneously. Serves as an effective team organizer and builder with many different associates from varying areas and levels of the organization. Effectively develops and administers budgets and provides accurate cost/benefit analysis with projects. Works with minimal supervision and is responsible to make an established range of decisions, escalating to a Manager when necessary and updating Manager on a regular basis.
Function
Business Development & Sales
ID
2021-14592
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Develops advanced-level documents, including customer-facing documents with business logic rules, using a wide array of system development tools. Codes, tests and implements variable print programming and electronic dissemination systems, translates, mockups into system templates. Develops eCommerce and registration websites using best in class software. Works in a team environment with minimal supervision, escalating issues to management as needed.
Function
Insurance Operations
ID
2021-14581
Subsidiary
Western & Southern Financial Group

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Not ready to apply? Connect with us for general consideration.