Western & Southern Financial Group

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Job Locations US-NY-WHITE PLAINS | US-MI-FREMONT
Summary of Responsibilities:   Develop and implement compliance policies and procedures for group benefits (stop loss, limited medical, group accident etc.) business.  Work with internal and external business partners on compliance and related matters. File policy forms with the states and Interstate Insurance Compact for approval. Manage regulatory reporting.
Function
Compliance & Legal
ID
2020-13647
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to Senior Sales Representative and/or Assistant Manager when necessary and updating Senior Sales Rep/Management Team on a regular basis.
Function
Call Center & Customer Service
ID
2020-13646
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.
Function
Call Center & Customer Service
ID
2020-13645
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports Treasury leadership in leading strategic investments and partnerships for the Enterprise. This includes interfacing with external partners: VC funds, startups, etc., as well as partnering and influencing internal senior leaders. Is responsible for VC fund and start-up investment due diligence, valuation and deal structure. This includes representing the Enterprise externally at conferences, fund meetings, with bankers and startups. Additionally, the position will have oversight of Investment recommendations up to $20mm and will support fund and investment monitoring, including leadership roles on specific investments by representing W&S on the Board of startup or fund investments as an Observer or Advisory member. Is also responsible for leading Project Management on both internal (i.e., innovation) and external (i.e., investment) projects that have been prioritized by Enterprise senior leadership. Works to enhance the Enterprise Strategic VC initiative and supports broader Enterprise innovation and investment efforts. Leads Asset Management M&A projects, including diligence, valuation modeling and analysis of acquisition targets and supports/participates in negotiations. Leads Insurance M&A projects serving as the main point of contact for internal and external partners, performs due diligence, performs analysis and quantification of deal synergies, supports/participates in negotiations, and serves as the Project Manager. Prepares presentations to Executive Management, including the Chairman, President & CEO as well as Finance Committee. 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
Investment Management
ID
2020-13644
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-Cincinnati
Summary of Responsibilities: Initiates, develops and maintains sales of the Touchstone Funds within institutional markets. These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior; and builds trust with others through own authenticity and follow-through on commitments.
Function
Business Development & Sales
ID
2020-13640
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Assists in the oversight of the engineering and continuous operations of a one million-square foot, Class A office, retail and parking garage development as directed by the Chief Building Engineer. Provides oversight and maintenance of all building systems including fire/life safety, mechanical (HVAC, plumbing, controls), electrical metering systems (lighting, UPS, PDU, generators, primary switch gear), cabling (data and voice, broad band), lighting and temperature control systems, critical environments, light construction and maintenance (painting, repairs, lock installation, grounds keeping), digital systems (fire alarm, duress, card access, CCTV) and audio/visual services. Facilitates various building inspections with local authorities such as the fire department and the department of buildings and inspections. Supervises the engineering team with the objectives of safely, efficiently and effectively operating the property in a cost-effective manner. Ensures the highest level of professionalism, while meeting the client and tenant’s needs with the commitment to deliver the highest level of service while increasing the value of the asset.
Function
Corporate Campus Services
ID
2020-13638
Subsidiary
Eagle Realty Group, LLC

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