Western & Southern Financial Group

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Search Results Page 1 of 6

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
2022-17955
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. 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
Investment Management
ID
2022-17945
Subsidiary
Fort Washington Investment Advisors, Inc.
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
2022-17929
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides administrative support to the Assistant Vice President and management team of Policy Services in a timely and accurate manner. Makes contacts with all levels of personnel, including sernior officers, officers, directors and managers. Researches and organizes data, prepares memos, correspondence and various reports. Works with minimal supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate.
Function
Insurance Operations
ID
2022-17928
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides high-quality relationship management research and support in a timely and efficient manner to the Relationship Management & Business Development teams. Works with two externally facing areas of the firm to help manage and develop client relationships. Serves as System Administrator for Satuit CRM System (or other CRM), leading the continual development and consistent firmwide usage of this mission critical system. Works with some supervision and is responsible to make a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Investment Management
ID
2022-17922
Subsidiary
Fort Washington Investment Advisors, Inc.
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
2022-17917
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supervises building services of the 400 Broadway building and other local properties managed and leased by the Company. Supervises general maintenance staff, as well as assigns work orders and assures work is performed in a timely and quality manner. Areas include general maintenance, painting, carpentry, janitorial, laundry, groundskeeping, moving and other related operations. Coordinates activities with other shifts, outside contractors and other departments within Western & Southern Financial Group (W&SFG). 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
Corporate Campus Services
ID
2022-17916
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the Manager/Supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. 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
Corporate Campus Services
ID
2022-17914
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. 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
2022-17911
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
This position is responsible for maintaining business rules in the reinsurance administration database and ensuring compliance with treaty agreements, operating procedures, and internal controls.  Facilitate projects and collaborate with stakeholders to meet targets. Processes reinsurance administration duties to ensure accurate financial reporting of inforce cessions, billings, claims, and reserves. Performs other duties as needed to support reinsurance and finance-related functions.
Function
Finance & Accounting
ID
2022-17905
Subsidiary
Gerber Life Insurance Company
Job Locations US-MI-FREMONT
Summary of Responsibilities: Responsible for short term goals and strategic objectives for the Contact Center, Operations and Marketing in regards to process enhancements and staffing/production impacts. Conducts organizational process and staffing reviews to identify strengths, weaknesses and opportunities. An expert in process management who identifies, analyzes and implements process improvements that affect profitability, growth and productivity in the organization. Leads and directs the work of others in the Workforce management team as needed.
Function
Call Center & Customer Service
ID
2022-17899
Subsidiary
Gerber Life Insurance Company
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
2022-17893
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Summary of Responsibilities: 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.
Function
Insurance Operations
ID
2022-17890
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to assure project success. Solves moderately complex business and technical problems. Responds with flexibility to changing priorities or new project assignments as they arise throughout the year. Works with minimal supervision and is responsible to make an established range of decisions. Escalates to management when necessary and updates management on a regular basis.
Function
Business Development & Sales
ID
2022-17889
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
2022-17886
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports and promotes the sale of investment products (mutual funds, variable annuities, EIAs and indexed universal life) through the Western & Southern Agency Field Financial Representatives and Managers. Partners with Senior Securities Wholesalers to support the field representatives with product education, case consultations and design, understanding and implementing internal policies and procedures, and works within the business unit to assist in the creation and distribution of marketing materials and activities. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
Function
Business Development & Sales
ID
2022-17882
Subsidiary
The Western and Southern Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides support for all product management activities across multiple Underwriters on behalf of products distributed through Institutional Markets, including annuities, worksite protection products and institutional life insurance products.  Such activities include:  administration support, product maintenance, retention and reporting activities, illustration support and maintenance/enhancement of sales and marketing literature and tools.  This position is also responsible for identifying needs and opportunities to provide assistance in marketing plans to increase revenue for both the client and the Enterprise.  Responsibilities include assistance with prospect identification and initial sales presentations.  Responsibilities also include the continuous identification and selection of evolving technology solutions.  Works with minimal supervision and is responsible to make a broad range of decisions, escalating to executive-level associates when appropriate.
Function
Call Center & Customer Service
ID
2022-17879
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
Function
Human Resources
ID
2022-17878
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides financial accounting services for the Touchstone Mutual Funds and corresponding impact to Touchstone’s business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds, including the preparation and review of the quarterly, semi-annual, and annual financial statements, management reporting and board reporting materials. Assists with the day-to-day oversight of Fund Accounting and Financial Reporting functions by interacting with third-party service providers and external auditors of the funds. Builds relationships with external service providers and external auditors. Participates with management as a business partner in the regulatory operations of the funds and the Touchstone Business Unit. Assists with potential acquisitions and mergers and the corresponding financial integration. Suggests and implements cost savings. Serves as backup to the Senior Advanced Accountant of the Touchstone Mutual Fund’s as required. Works with minimal supervision escalating to management when appropriate.
Function
Business Development & Sales
ID
2022-17877
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leads the experience strategy for Western & Southern Financial Group. Aligns with business units to advance the organization's experience strategy and build brand loyalty and value. Partners in the definition and execution of the Enterprise Engagement Center strategy and development and execution of marketing programs. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to executive-level associates when appropriate.  
Function
Business Development & Sales
ID
2022-17874
Subsidiary
Western & Southern Financial Group

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