Summary of Responsibilities: The Investment Analyst works under the direction and supervision of the Senior Investment Analyst and/or senior members of the Investment Management, Structured Equity, Mortgage Loan, Specialty Investments, Acquisitions, New Business and/or Asset Management departments to perform financial analyses and market research related to potential and existing real estate debt and equity investments. The Investment Analyst also works closely with the senior members of the investment team in performing due diligence and closing real estate transactions. In this role, the Investment Analyst is responsible for three primary functions: - investment financial modeling and analysis. - market research. - investment due diligence. The Investment Analyst is expected to support production and portfolio management efforts of the investment team by providing timely and accurate financial and market analysis, and by preparing investment recommendations to the Investment Committee. Works with limited supervision and is responsible to make a limited range of decisions within established parameters, updating manager on a frequent basis and escalating to manager when appropriate.

Summary of Responsibilities: The Investment Analyst works under the direction and supervision of the Senior Investment Analyst and/or senior members of the Investment Management, Structured Equity, Mortgage Loan, Specialty Investments, Acquisitions, New Business and/or Asset Management departments to perform financial analyses and market research related to potential and existing real estate debt and equity investments. The Investment Analyst also works closely with the senior members of the investment team in performing due diligence and closing real estate transactions. In this role, the Investment Analyst is responsible for three primary functions: - investment financial modeling and analysis. - market research. - investment due diligence. The Investment Analyst is expected to support production and portfolio management efforts of the investment team by providing timely and accurate financial and market analysis, and by preparing investment recommendations to the Investment Committee. Works with limited supervision and is responsible to make a limited range of decisions within established parameters, updating manager on a frequent basis and escalating to manager when appropriate.

Summary of Responsibilities: Reviews and accurately processes life and health insurance applications received in advanced lines of business. 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 regarding policy illustrations are met. Researches inquiries and provides prompt and accurate service to internal and external customers.

Summary of Responsibilities: The VP, Go-To-Market Strategy leads the strategy for Touchstone Investments relating to client segmentation, data analytics, implementation, and engagement with Touchstone’s client constituents. In this role, the VP, facilitates the use of various data resources across Touchstone and from shared services to ensure data and data analytics are being used to drive client segmentation, engagement, productivity and sales growth.   The VP, ensures that various departments understand the health of their business results, helps find growth levers, and identifies opportunities for optimization.  Reporting to the SVP, Head of Marketing this role is responsible for translating distribution, marketing, product, and business/financial analytics into actionable tactics to help grow the business.

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.

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.

Summary of Responsibilities: The Assistant Vice President, Advanced Markets has responsibilities in three primary areas: Sales and Business Development - Focusing on developing and implementing strategies designed to promote advanced marketing sales and recruitment within the individual marketing distribution channels. Sales Support - Providing product training, advanced sales consultation, case design assistance and competitive information to the field. Product Development - Developing product ideas for advanced markets and supplying market and competitive information for input to the Product Development Committee.

Summary of Responsibilities: Manages the corporate property services’ operations of the 400 Broadway building and other managed and leased properties as directed by the AVP & Director of Facilities Services. Assures that customer communications are maintained and expenses maintained within the approved budgets. Manages maintenance, operations and equipment repair areas. Through supervision of direct reports, oversees general maintenance, painting, carpentry, janitorial, laundry, grounds keeping, moving and other related operations. Coordinates activities with other shifts, outside contractors and other departments within Western & Southern Financial 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.

Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business’s financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.

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.

Summary of Responsibilities: Reviews and accurately processes life and health insurance applications received in advanced lines of business. 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 regarding policy illustrations are met. Researches inquiries and provides prompt and accurate service to internal and external customers.

Summary of Responsibilities: Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. These responsibilities include training and support for national account affiliates in the territory. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing 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.

Summary of Responsibilities: Opens, sorts and distributes incoming mail via electronic workflow system for the Benefits department. Applies the correct indexing schema to each document, assigning member number, name, document type and workflow folder. Associate must make decisions on a daily basis and select most appropriate document type and workflow folder for uncommon documents based on reading the content. Creates and maintains all healthcare provider records in the Facets claim processing system. Associate must make decisions on a daily basis to match existing provider records or to create a new record. Discretion is given to the associate to select the correct place of service, specialty, type and provider credentialing from three or more source references. The objective is to build a complete accurate record using multiple source documents of varying quality. Assigns user warning workflow messages for proper routing and plan coverage. Associate must be flexible and appropriately shift priorities several times each week based on the volume of mail and Facets new providers. 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.

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, checks for proper parking decals 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.

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.

Summary of Responsibilities: Manages workflow within the Imaging Team to ensure conversion of paper documents to electronic images for both fixed and variable products. Coordinates the resolution of problems associated with electronic images that lack clarity or have been indexed incorrectly. Monitors workloads to ensure timely and accurate handling of paper documents. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner in accordance with contract provisions, departmental and Securities & Exchange Commission (SEC) procedural guidelines and individual affiliate partnership agreements governing time service. Develops and/or revises procedural manuals. Conducts random quality audits on indexed images.

Summary of Responsibilities: Provides leadership for the implementation and maintenance of business solutions. Provides strategic guidance to support the business ojectives of the Enterprise, supporting multiple distribution channels and multiple product lines, through cost-effective use of technology, resource efficiencies and industry best practices. Fosters collaboration across business units and Information Technology to align teams, resources and technology solutions. Works extensively with outside vendors not only to assess their products and services but also to ensure technology platforms are installed and maintained per the terms of the contract. Supervises relationships between Information Technology, W&SFG business units, external vendors and data providers, managing technology needs to optimize revenue and ensure all initiatives are efficient, cost effective and consistent with the strategic goals and objectives of the Enterprise. Serves as business unit leader on project steering committees and councils as well as industry-level advisory groups. Independently makes a broad range of critical decisions, escalating to executive-level management only when appropriate.

Provide the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.  Plan, execute, and finalize projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. Define the project’s objectives and oversee quality control throughout its life cycle.

Provide the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.  Plan, execute, and finalize projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. Define the project’s objectives and oversee quality control throughout its life cycle.

Summary of Responsibilities: Contributes to the productivity and profitability of our field force by researching, analyzing and resolving Field Sales Representative’s sales and support requests via inbound and outbound phone calls and emails. Provides agents with superior service through support on underwriting status, service-related inquiries, forms processing and user assistance. Acts as a liaison between the Field Representatives and the Home Office. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.