The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

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 funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund 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 responsible for independently...

Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. 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.

Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.

Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting. Prepares financial analysis, presenting results to departmental and shared service leadership. Participates as a subject matter expert on technical accounting matters and as a team leader/member on special projects. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary.

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...

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...

Purchases technology-related products and services requested by associates throughout Information Technology (IT) in support of Western & Southern Financial Group (W&SFG). Develops, maintains and oversees the IT project/vendor expense budgets, including budget planning, management, reconciliation, analysis and reporting. Performs extensive research, analysis, definition and documentation. Interfaces with Corporate Accounting and Business Unit Accounting to ensure the accuracy of IT charges and reports. Performs operational IT Finance duties, including forecasting, budgeting and monthly reporting. Understands and records IT chargebacks to the Business Units and Shared Services Units. Works with minimal supervision and is responsible to make an established...

Coordinates and supports Computer Center operations' activities related to production job scheduling and operations documentation. Creates, maintains and coordinates disaster, holiday and operational testing (OT) job schedules for both the mainframe and distributed platforms. Provides technical guidance for evaluating, implementing and training for new products on the mainframe and distributed platforms. 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: Independently 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...

Independently 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 glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...

Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...

Provides legal services on securities and regulatory matters relating to the registration and operation of mutual funds, exchange-traded funds, and variable insurance products, and provides advice regarding compliance with the Investment Company Act of 1940 ("40 Act"). Provides advice regarding mergers and acquisitions and strategic venture capital, and provides general corporate legal services related to the Enterprises' many corporate entities. Provides legal services related to the Enterprises' wholly owned real estate, leased real estate, and real estate investments. Provides legal services related to private fund formation and investments.

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 large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of...

Develops and maintains complex financial, accounting and operating reports using Crystal Reports Designer, Tableau, Cognos, Workday/Office Connect and other tools. Performs as a technical expert in one or more specialized areas of application system support, configuration, and/or the accounting for development of new products and product enhancements. Provides technical and/or programming support for ASAR-designed processes, as well as other enterprise systems and issues/defects that impact accounting. Collaborates with end users and managers in the development of business requirements for reporting, system configuration and product accounting. Acts as owner and consultant for system administration and maintenance functions across Controller systems, ensuring that...

Installs, maintains and repairs heating, ventilating, air conditioning, refrigeration systems, control systems and a variety of electrical and mechanical equipment in properties managed by Western & Southern Financial 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 sernior HVAC service technician with estimating equipment replacement and installation cost. Supervises external contractors/vendors as needed.

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 (personal computer, LAN, mainframe, client server, etc.) 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.

Summary of Responsibilities: As part of the Legal and Compliance team, you will work directly with counsel and compliance professionals, to gain real-world experience and relevant industry knowledge through participation in legal and compliance projects. The internship offers valuable hands on experience, mentorship, and networking opportunities.

Under the direction of the chief compliance officer or delegate, manages, supports and provides oversight and monitoring of the Firm's internal controls, compliance, and operational functions. May also assist senior staff in preparing regulatory filings, responding to regulatory inquires and customer complaints. The primary focus of this position is to ensure quality assurance processes are managed and regulatory risks are sufficienty mitigated in a timely manner. Manages multiple deadlines and is responsible to make an established range of decisions, escalating to manager when necessary. Works in an autonomous fashion with limited daily supervision.