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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 remote in these states only at this time: IN, WI, FL, GA, NC, SC, TX
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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.
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Under the direction of the Manager, Treasury Systems and Compliance, this position plays a key role within the Treasury department. Ensures that departmental operations and processes are implemented and executed in compliance with Enterprise policies and procedures as well as best-in-class Treasury practice. This associate also performs key tasks with respect to the administration of hundreds of bank accounts, the Enterprise corporate card program, system user administration across 25+ unique systems, and measuring Treasury department KPIs. Updates manager on an as-needed basis and identifies issues for escalation directly to area impacted and ensures remediation takes place.
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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...
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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...
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Serves as the face of the Company with candidates and new associates. Supports the new associate onboarding process by scheduling drug tests, background checks, coordinating completion of new hire paperwork, and monitoring the processes to completion. This position also provides information and answers questions from candidates, associates and management to facilitate the onboarding processes and completion of required employment documents. Organizes and completes all administrative functions associated with the day-to-day operation of the talent acquisition function. Supports Talent Acquisition management and staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and...
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This position leads enhancements to data quality management platform and analyzes data for accuracy. Responsible for implementing business solutions that use data to streamline processes. Uses data profiling of additional data sources in determining accuracy and identifying automation opportunities. Independently partners with business users and IT to document business requirements and translates into actionable data modeling, data movement and translation programs. Works under minimal supervision and escalates to manager when appropriate.
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The Talent Development Learning Experience Designer is responsible for developing and delivering training content to upskill associates across the organization in technical skills. Additionally, this role is also responsible for facilitating the gathering of critical knowledge from manuals, training materials, and subject matter experts (SMEs) across impacted Business Units, and structuring that knowledge for access in the flow of work. This role acts as a liaison between Human Resources, Shared Services, and Business Units to support the effective use of software and web applications by end users. This is a consultative role responsible for designing and delivering successful knowledge management (KM) and learning and development (L&D) interventions to increase adoption and remove...
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A Brief Overview
The Security Architect is responsible for executing a defined vision, guiding principles and strategy that enables the enterprise to implement and deploy security solutions and capabilities that are clearly aligned with business, technology and threat drivers. Provides leadership to project teams and leads security consultations for enterprise initiatives, delivering convincing recommendations to business and IT stakeholders. Responsible for helping develop security strategic plans and roadmaps based on sound enterprise architecture practices. Develops and maintains security architecture artifacts (e.g., models, templates and architectural diagrams) that can be used to drive security capabilities in projects and operations. Works with Senior...
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Places mutual fund trades for the firm's registered reps via the brokerage platform. Rebalances and places model trades for client accounts held by the firm's Registered Investment Advisor. Monitors all daily trade activity firmwide, ensuring trades are entered and processed in accordance with published firm rules and industry regulations. Processes and documents trade error and trade correction requests. Serves as a point of contact and subject matter expert for the brokerage platform performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Works with some supervision and is responsible to make an established range of decisions, escalating to the manager when appropriate.
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Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis with a focus on accuracy, compliance, and continuous improvement. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting in compliance with U.S GAAP, statutory and regulatory requirements. Prepares financial analysis, presenting results to departmental and shared service leadership. Contributes to enterprise-wide financial initiatives including implementation of new accounting standards, assessment of emerging accounting issues, and improvement of reporting processes. Serves as a subject matter resource on accounting topics, collaborating with operations,...
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This role plays a pivotal part in maintaining the company's industry-leading position by driving incremental sales through innovative technology solutions and exceptional customer support that set us apart in the marketplace. The ideal candidate will be an experienced professional with a proven track record in Contact Center technology, development, and support.
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Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. 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. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. 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.
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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 small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
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Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. 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 a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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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.
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Handles the various functions involved in the accurate and timely processing of Payroll for assigned pay groups within the Enterprise. Evaluates, monitors and coordinates any exception processing that may be required due to special instructions received by Payroll management, Human Resources, Benefits, Field Accounting and Field Clerical, such as pay adjustments. Responsible for the setup, maintenance and compliance of Field associates' tax records. Interacts daily with associates at all levels of management throughout the Enterprise, including field agents and district office clerks, to resolve problems or issues related to payroll or Company policies. Acts as a role model to Payroll Specialists by producing work with minimal errors and providing excellent...
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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 investment products and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of investment products across all disciplines (i.e., investment product objectives, portfolio structures, investment management process and strategy, and investment product 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...
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The Vice President of Media Strategy will be responsible for driving insights and aiding overall media transformation for Gerber Life, the DTC marketing engine of Western & Southern Financial Group. The VP of Media Strategy is a key strategic leader within the Gerber Life marketing organization, responsible for shaping and operationalizing marketing messages through media excellence and execution. This role partners closely with the SVP of DTC Marketing, and cross-functional executive stakeholders such as Director Brand and Creative Strategy, and the VP Data & Analytics & MarTech to deliver high-impact strategic projects, brand-building programs, and performance-driven media investments to over-deliver on operating plans. This leader oversees Gerber Life's integrated...
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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. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. 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.