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.

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.

Provides a broad range of sales, marketing, technical and operations support to producers and registered representatives of B/D in assigned territory. Works with paired field members of Distribution Support Team (DST) to provide services in assigned territory and supports other regions as needed. Focuses on sustaining and enhancing relationships with producers and registered representatives. Utilizes extensive in-depth product information to answer questions from the field. 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.

The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology.  Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation.  In addition, the intern will receive training in sales, product development, and other areas of the EEC.  Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.

Manages workflow within Return Mail Team to ensure customer addresses are being verified and corrections are made to customer master records. Monitors workload to ensure timely and accurate handling of image documents. Processes and coordinates solutions to correspondence received from internal and external customers. Assists Return Mail Analyst in resolving complicated cases and provides extensive research where necessary. Develops and/or revises procedural manuals and supports changes in process. Conducts random quality audits on processed Return Mail.

Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements to support multiple...

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.

Responsible for managing and analyzing the performance of media campaigns and digital presence through monitoring, responding, escalating, and trending within both social media, email, and all other digital channels. Directly influences and impacts customer perception of brand based on prompt response, providing quality control feedback, appropriate escalations, and mitigation actions to managing comments and content.

Provide desk-side technical support and deployment service to Western & Southern Financial Services (W&SFG).  Interacts with the Service Desk and/or IT Service Delivery teams to restore service and/or identify and correct core problems.  Assists customers in resolving assigned hardware, software, integration and operation system-level problems in the desktop environment, including but not limited to onsite asset installation, remote and onsite problem diagnosis/resolution and advisory information in the use of desktop assets.  Works with the ITAM team to maintain hardware and physical inventory controls.  Works with some supervision and responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a...

Directly supervises and directs associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Proactively develops and implements strategies to increase productivity, and provides a high level of technical and product support. Focuses on increasing level of service and lead generation. Provides support to upper management on some strategic initiatives and projects impacting the team. 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.

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 ensures 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

We are a dynamic, diversified financial services organization with outstanding financial strength. Our vision is to become one of the most dependable, service-oriented financial services organizations in the world leveraging our financial strength.Our MBA Leadership Development Program (LDP) builds on that strength and vision. It is designed to develop top MBA graduates (LDP associates) and MBA students (LDP summer interns) through strategic assignments, high visibility assignments, and partnership with our senior management team. Our Leadership Development Program challenges the best to become extraordinary financial services leaders with impact throughout Western & Southern Financial Group and in our surrounding community.

Operates high-speed digital copiers utilizing the various digital front ends to each machine. Works with Graphic Designers and other customers to produce quality documents and forms used by customers and Enterprise associates. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager or assistant manager when appropriate and updating manager or assistant manager on a regular basis.

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.

Work directly on a part-time basis with AVP of Advanced Sales or Markets Consultant who supports life and annuity distribution channels. The advanced markets internship includes a hands-on experience with various assignments within Advanced Markets that includes sales, marketing, research and writing. In addition, the intern will receive training in estate planning, business planning, charitable planning, asset protection, and income tax planning for the high net worth and affluent client.

Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis. Works with some supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis. Correctly applies actuarial principles to practical problems.

Researches, analyzes, defines, designs, tests, checks and plans activities and application of new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). 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...

The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams across the market cap spectrum to communicate the process and performance to internal and external constituencies. The CPM will build and maintain strong relationships with our institutional and intermediary distribution teams, as well as prospects and clients. The CPM will have responsibility over the aggregation, interpretation and presentation of investment processes and returns, acting as a proxy for the investment teams in client/prospect meetings. The role will be embedded with the investment team, reporting to the Chief Investment Officer...

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.

Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.