Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: This position is responsible for the overall management of the various departments within Insurance Operations. The incumbent of this position is responsible for the performance management and development of the departmental associates and the integrity and execution of business processes and systems. This position is responsible for ensuring that service standards, as outlined in the Partnership Agreements and scorecard objectives on all departmental functions, are consistently achieved or exceeded while managing potential risk to the Company. This position maintains positive business relationships with high-level personnel, clients, agents, internal departments, vendors and other insurance companies.
Function
Insurance Operations
ID
2021-15011
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Fixed Income Investment Specialist’s primary responsbility is to represent to internal and external constituencies the investment strategies employed by Touchstone’s sub-advisors and methods to best position and employ Touchstone fixed income strategies in investor portfolios. This position champions the strategic growth of Touchstone’s fixed income products by supporting the Touchstone sales teams in all aspects of the sales cycle from prospecting to closing business to retention. This includes partnering with the Sales Organization to communicate and provide detailed technical expertise on investment strategies and how such strategies can be implemented within our client firm platforms and models. This position spends extensive time with Touchstone’s sub-advisors, developing the ability to act as a conduit between the sub-advisors and Touchstone’s Sales Organization. This individual works closely with key distributors, platform specailists, and research and due diligence personnel. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary.
Function
Business Development & Sales
ID
2021-15007
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides Qualified Plans’ support to field associates by providing product training, qualified plan consultation and case design. Assists the VP of Retirement Services in developing marketing ideas and coordinating rollout of ideas to the field. Responds to inquiries from new and existing clients, customers, financial advisors, employers and the Department of Labor, IRS and Pension Benefit Guarantee Corporation (PBGC). This includes researching legislative and qualification issues and making recommendations. Technical support extends to interpreting impact of legislative alerts.
Function
Business Development & Sales
ID
2021-15005
Subsidiary
The Lafayette Life Insurance Company
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
Corporate Campus Services
ID
2021-15003
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Summary of Responsibilities: In a manner consistent with compliance and regulatory requirements, responds to agent’s inquiries via multi-media factors including inbound, outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge.
Function
Insurance Operations
ID
2021-14985
Subsidiary
Gerber Life Insurance Company
Job Locations US-NY-WHITE PLAINS
The Senior Marketing Manager role will be an essential contributor to the direct to consumer channel team. The role will span across direct response channel principles including strong knowledge in digital channels, including connected tv and digital video channel strategy. The Sr. Marketing Manager will also assist in driving audience and brand strategies across the orginzation leveraging cross-channel opportunities to interact with audiences differently to drive profitable policies acquired across all products.   The ideal candidate will be a highly knowledgeable in direct to consumer channels and can think tactically as well as strategically. A successful Senior Marketing Manager must have great enthusiasm for all things marketing and great knowledge of relevant techniques and principles. Be an excellent communicator and have demonstrated success in delivering growth in prior roles related to implementation of core direct to consumer campaigns.  Key performance metrics for success in this goal will be exceeding operating plan metrics measured by Policies and CAP (customer annualized premium)  against product level profitability metrics (Return on Sales & IRR)
Function
Marketing & Public Relations
ID
2021-14981
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
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.
Function
Insurance Operations
ID
2021-14978
Subsidiary
Western & Southern Financial Group
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
2021-14971
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
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.
Function
Insurance Operations
ID
2021-14969
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
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.
Function
Business Development & Sales
ID
2021-14967
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
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.
Function
Corporate Campus Services
ID
2021-14952
Subsidiary
Western & Southern Financial Group
Job Locations US-CA-LOS ANGELES
Summary of Responsibilities: Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
Function
Business Development & Sales
ID
2021-14951
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Installs, maintains and repairs heating, ventilating, air conditioning, refrigeration systems, control systems and a variety of electrical and mechanical equipment in properties managed by Eagle Realty Group. Will be skilled in cleaning, adjusting and repairing systems. Responsible for air quality systems from installation to end-of-life by performing maintenance, warranty and emergency repairs. 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. Assists manager and/or SR HVAC Service Technician with estimating equipment replacement and installation cost. Supervises external contractors/vendors as needed.
Function
Corporate Campus Services
ID
2021-14950
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the Team Lead or Manager when necessary and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.
Function
Insurance Operations
ID
2021-14934
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports The Western & Southern Life Insurance Company, Columbus Life Insurance Company, Intergrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company and Western-Southern Life Assurance Company Business Units (collectively referred to as BUs) and Shared Services Units (SSUs) by completing research and analysis of legal and regulatory requirements and applying those to product filing and forms work. Gains a full understanding of and ensures compliance requirements are met regarding new products assigned, including product features, filing requirements, state variations, form requirements, marketing strategy and target markets. Prior to a product launch, escalates any red flags or other concerns related to Anti-Money Laundering, privacy, licensing, sales practice or other rules, regulations or internal policies with the appropriate member of the compliance management team. Maintains accurate records related to filing and forms compliance. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Performs peer reviews of completed filings and raises relevant concerns or issues prior to filing. Works with limited supervision and is responsible for making an established range of decisions, timely escalating to management as appropriate, including providing regular updates regarding product projects and related efforts.
Function
Compliance & Legal
ID
2021-14932
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
Function
Insurance Operations
ID
2021-14925
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Evaluates requests for retirement benefits to determine eligibility for both retirement and health benefits for active associates entering retirement as well for deferred pensioners. Processes transactions for monthly pension payroll(s) to include balancing earnings and deductions and approval of the final payroll. Processes the biweekly and monthly 401(k) contributions and balances month-end accounting. Approves 401(k) distributions to include hardship requests. Determines correct beneficiary for group term life insurance for active and retired associates and their spouses, and also determines if the surviving spouse or beneficiary is entitled to other benefits under the defined benefit plan, 401(k) plan and/or retiree health and welfare plan. 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
2021-14916
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs general ledger accounting, assists in the creation of financial statements, provides financial reporting and performs financial analysis. Prepares and reviews journal entries on a day-to-day basis to properly record financial transactions. Prepares monthly, quarterly and annual financial statements, as well as additional financial reporting. Performs financial analysis and prepares presentations for management. Participates in developing analysis tools and works on special projects as a team leader/member. 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
Finance & Accounting
ID
2021-14907
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Acts as the primary contact for our distribution platform partner relationships in a sales and servicing role. Supports the internal and external wholesalers with information provided by our distribution partners. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.
Function
Business Development & Sales
ID
2021-14897
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides strategic leadership in the development of Western & Southern Financial Group’s (W&SFG’s) Information Security management program to support the business objectives of W&SFG. Leads W&SFG’s Data Protection, Cyber Security Operations Center (CSOC) and Security Engineering teams. Ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Function
Information Technology
ID
2021-14856
Subsidiary
Western & Southern Financial Group

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