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.

Enterprise Opportunity Western & Southern Financial Group is a diversified, customer-oriented family of companies and a nationally recognized leader in consumer and business financial services. We are a Fortune 500 company that provides millions of individuals, businesses and institutions with life and health insurance, annuities, mutual funds, retirement planning and a variety of other real estate and investment management products and services through our member companies.   The nature of our products demands that we achieve exemplary performance over the long term to keep our promises to our clients and policyholders. We recognize our unique corporate culture as the key element in sustaining our position as one of the strongest entities in our industry. The foundation for our culture is our commitment to do business the right way, always putting the needs of our clients first. We hire and develop associates who are driven to excel, use astute judgment to make sensible decisions and have an uncompromising work ethic. Equally important is our ability to keep our egos in check and demonstrate concern for our customers and our business partners. We understand that, in order to build something bigger than ourselves, we need to collaborate effectively. This results in a supportive camaraderie that lends a spirit of pride and personal fulfillment of our many accomplishments.   Please apply to this Enterprise Opportunity to be considered for future job opportunities at Western & Southern Financial Group.   If we out dream, out think and out work, we will out perform!  

Summary of Responsibilities: The Business Intelligence & OpEx Anlayst is responsible for business intelligence and operational excellence brought through the Enterprise Engagement Platform (EEP), built on Salesforce, to each W&SFG business unit (BU). This position is responsible for understanding and aligning to the business strategies of each business unit in order to gather desired capabilities of the EEP plaform. Leverages an in-depth understanding of BUs, processes, and procedures and translates BU requirements into initial functional business requirements, process mapping of existing and proposed processes, and produce initial business acceptance criteria. This associate will actively anticipate the needs of the business and will collaborate with team members from various BUs to articulate and prioritize those needs. This associate will also review all incoming requests from end users to discern if the issue is a break/fix or an enhancement. This associate will have a strong partnership in supporting the Product Owners of the EEP system and will close the loop on all requests submitted. Analyzes major business processes for improvement in operational effectiveness. Conducts side-by-side and other methods of observation. Effectively articulates the business needs, benefits and impact to technology partners. Serves as a change management agent in leading change on EEP for the business. Owns the execution and oversight of User Acceptance Testing (UAT) in partnership with the business and in coordination with the EEP Release Manager prior to all releases. Works with the business to consistently improve upon the system to ensure ease of use. Leverages Operational Excellence and Continuous Improvement principles when considering improvements to EEP. Ensures full utilization of the system and realization of benefits through strong adoption and delivering on business needs. Responds with flexibility to changing priorities or new project assignments as they arise throughout the year. Works with minimal supervision and is responsible for making an established range of decisions. Escalates to management when necessary and updates management regularly.

Summary of Responsibilities: Calculates and analyzes commissions and compensation for multiple Western & Southern Financial Group business units requiring a basic understanding of multiple systems and compensation structures. Responsible for the analysis of a range of items with impacts to commission and compensation exceptions and adjustment processing. Serves as a back-up for critical functions and completes special projects as assigned by management. Responds to inquiries and acts as a point of contact for internal and external parties, providing excellent customer service. Resolves open/aged items through proper research and communication. Works independently with minimal supervision, escalating issues to management when appropriate and updating Manager on a regular basis.

Summary of Responsibilities: Primary responsibility is handling the day to day operations of the Funding Agreements (FA) program with the Federal Home Loan Banks (FHLB) or the Securities Lending program (SL) with chosen agent lender. Contributes to presentations with executive management and Finance and Risk Committees. Works collaboratively with FWIA, Accounting, Eagle and Treasury to help contribute towards decisions made by the AVP, Treasury Corporate Finance when necessary. The staff analyst will also serve as primary back-up for cash management. Works under direct supervision, updating manager on a regular basis and escalating to Manager as needed.

We are seeking a highly skilled and experienced Marketing Analytics Manager with expertise in Lifetime Value (LTV) modeling, cross channel measurement across lifecycle of customers and their journeys, and audience measurement. As a key member of our marketing team, you will be responsible for driving data-driven insights and recommendations to optimize our marketing strategies and enhance customer acquisition and retention efforts. The ideal candidate will have a strong analytical mindset, a deep understanding of marketing analytics, and the ability to work collaboratively across teams.   The position will collaborate with Leadership to develop strategies, tactics and initiatives to help Gerber Life successfully grow its premium stream in an economically viable manner. While promoting efficient growth, the person will oversee the allocation of the Marketing budget across a variety of products, campaigns and audiences. Key metrics include: top of the funnel marketing metrics such as display impressions, TV eyeballs, Direct Mail volumes; middle of the funnel metrics such as site traffic and calls; bottom of the funnel metrics such as Applications, Issues, Policies, Issue Rates, Conversion Rates, Retention Rates, Premium, Life Time Revenue, and Return on Ad spend.  The person must love numbers.

Summary of Responsibilities: Responds in a professional manner and processes with accuracy policy changes sent to Policy Administration from incoming correspondence received via the Contact Center, USPS mail, social service and housing organizations, external agents, insurance departments and attorneys. Performance is measured with an expected production and quality average.

Summary of Responsibilities: Applies technical skill sets and knowledge to develop and employ complete and accurate test plans for implementation of new products and/or system enhancements. Responsible for functional and interface testing deliverables of Enterprise systems. Works with minimal supervision and is responsible for making established range of decisions, escalating to Manager and updating Manager on a regular basis.

Processes and reviews underwriting requirements by conducting customer interviews to gather non-medical and medical information. Works with some supervision but is empowered to approve applications and other decisions within the limits of authority level, and coordinates workflow of cases outside authority limits with Senior Case Specialist. Completes appropriate amendments, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules regarding all requirements and procedures are completed. Research inquiries and provide prompt and accurate service to internal and external customers. Supports the overall goals of the department by meeting or exceeding department time service, production goals, quality standards and underwriting requirements.

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.

Summary of Responsibilities: Analyzes business processes for improvement and process effectiveness and efficiency. Provides quality assurance of Enterprise Licensing System and various Enterprise Licensing Department (ELD) operational and peripheral systems. Works with IT and Manager, Operations and Resources of ELD to ensure ELD systems are capturing information needed to perform QA processes. Provides ELD internal and external customers with timely feedback and statistical data on the department quality audit processes. Identifies and strives to resolve potential problem areas, process barriers, training issues and financial/compliance risks to the Company. Prepares written procedural documentation and conducts process-specific training for new or current associates. 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: Updates and maintains the applicant tracking and onboarding systems for Western & Southern Life.  Identifies areas of improvement and implements solutions within these systems. Works with some supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

This role is critical for accelerating end-end life insurance processing and the company’s industry leading position by bringing incremental sales and servicing related software changes to market.  The ideal candidate is a veteran, industry-proven, hands-on software engineer specializing in contact center development and overall system support.

Summary of Responsibilities: The AVP/Senior Investment Manager is a member of the Private Equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Oversees investment analysts on various projects. Serves as the primary relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. May serve as a portfolio manager for a specific strategy under direction of the Investment Committee. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Managing Director when necessary and updating Managing Director on a regular basis.

This role is critical for accelerating end-end life insurance processing and the company’s industry leading position by bringing incremental software changes to market.  The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.

Summary of Responsibilities: Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and follow-through on commitments. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to VPs and executive-level associates as appropriate.

Summary of Responsibilities: Oversees ELD project deliverables including process mapping, planning, development and documentation of requirements. Helps develop project scope and objectives based on user needs, business objectives and a solid understanding of business priorities, objectives, systems and standard processes. Consults in key decisions regarding process and system design and/or functionality.  Applies technical skill sets and knowledge to develop and deploy complete and accurate test plans for implementation of new processes and/or system enhancements. Assists in the completion of business unit acceptance testing for deployment of new and enhanced systems and processes.  Independently pursues the identification, examination and deployment of innovative workflow and process improvement initiatives that will significantly impact the ELD operational effectiveness. Communicates with all enterprise departments as needed. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager only when necessary and updating management on a regular basis.

Summary of Responsibilities: Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, that 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. Additional guidance and support may be provided by PROSPER as needed.

Summary of Responsibilities: Supports the Western & Southern Financial Group (W&SFG) insurance companies, including The Western and Southern Life Insurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company and Western-Southern Life Assurance Company (collectively referred to as BUs) and Shared Services Units (SSUs) in meeting insurance and certain federal regulatory compliance requirements. Provides support to BUs and SSUs on regulatory requirements. Maintains accurate records related to compliance reviews. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Works with limited supervision, handles multiple priorities, and is responsible for making an established range of decisions, escalating issues to management when necessary and updating management on a regular basis.

Summary of Responsibilities: Responsible for the quality review of day-to-day interactions and correspondence between Client Relationship Center (CRC)  and/or Insurance Profillment Solutions (IPS) associates and clients.  Provides managers with statistical data trends in quality.  Identifies potential procedural improvements, process barriers and training needs.  Identifies individual quality improvement needs and provides necessary coaching.  Provides support for case resolution and training for specialized procedures.  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.