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A Brief Overview
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...
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A Brief Overview
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...
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Analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and individual affiliate partnership...
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Serves as the face of the Company with candidates and new associates. Supports the new associate onboarding process by scheduling drug tests, background checks, coordinating completion of new hire paperwork, and monitoring the processes to completion. This position also provides information and answers questions from candidates, associates and management to facilitate the onboarding processes and completion of required employment documents. Organizes and completes all administrative functions associated with the day-to-day operation of the talent acquisition function. Supports Talent Acquisition management and staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and...
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This position leads enhancements to data quality management platform and analyzes data for accuracy. Responsible for implementing business solutions that use data to streamline processes. Uses data profiling of additional data sources in determining accuracy and identifying automation opportunities. Independently partners with business users and IT to document business requirements and translates into actionable data modeling, data movement and translation programs. Works under minimal supervision and escalates to manager when appropriate.
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Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.
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Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.
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The Talent Development Learning Experience Designer is responsible for developing and delivering training content to upskill associates across the organization in technical skills. Additionally, this role is also responsible for facilitating the gathering of critical knowledge from manuals, training materials, and subject matter experts (SMEs) across impacted Business Units, and structuring that knowledge for access in the flow of work. This role acts as a liaison between Human Resources, Shared Services, and Business Units to support the effective use of software and web applications by end users. This is a consultative role responsible for designing and delivering successful knowledge management (KM) and learning and development (L&D) interventions to increase adoption and remove...
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A Brief Overview
The Security Architect is responsible for executing a defined vision, guiding principles and strategy that enables the enterprise to implement and deploy security solutions and capabilities that are clearly aligned with business, technology and threat drivers. Provides leadership to project teams and leads security consultations for enterprise initiatives, delivering convincing recommendations to business and IT stakeholders. Responsible for helping develop security strategic plans and roadmaps based on sound enterprise architecture practices. Develops and maintains security architecture artifacts (e.g., models, templates and architectural diagrams) that can be used to drive security capabilities in projects and operations. Works with Senior...
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Supervision of on-site or remote employees that are part of an Inbound Service Contact Center. Responsible for effective service team management in an on-site or virtual environment that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators.
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Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Lead and develops a team of skilled personnel, and/or managers, responsible for production support and development efforts across a broad spectrum of technical responsibilities and several business units, including all phases of the systems development and implementation process. While working closely with the business unit, effectively translate business strategy and objectives into technological capability to ensure best in class solutions that are of high quality, cost-effective, sustainable and market...
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Places mutual fund trades for the firm's registered reps via the brokerage platform. Rebalances and places model trades for client accounts held by the firm's Registered Investment Advisor. Monitors all daily trade activity firmwide, ensuring trades are entered and processed in accordance with published firm rules and industry regulations. Processes and documents trade error and trade correction requests. Serves as a point of contact and subject matter expert for the brokerage platform performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Works with some supervision and is responsible to make an established range of decisions, escalating to the manager when appropriate.
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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.
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Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis with a focus on accuracy, compliance, and continuous improvement. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting in compliance with U.S GAAP, statutory and regulatory requirements. Prepares financial analysis, presenting results to departmental and shared service leadership. Contributes to enterprise-wide financial initiatives including implementation of new accounting standards, assessment of emerging accounting issues, and improvement of reporting processes. Serves as a subject matter resource on accounting topics, collaborating with operations,...
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This role plays a pivotal part in maintaining the company's industry-leading position by driving incremental sales through innovative technology solutions and exceptional customer support that set us apart in the marketplace. The ideal candidate will be an experienced professional with a proven track record in Contact Center technology, development, and support.
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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 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.
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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 a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations Lead on all operational and project efforts, including the evaluation and implementation of new technology, creating of new reporting and other efforts related to the client experience.
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Supervision of on-site or remote quality consultants that are senior level associates providing direct support to Contact Center, Operations, Legal and senior leadership through handling of escalated and sensitive customer situations, providing direct coaching, mentoring and completing quality control processes. Responsible for effective service team management in a on-site and virtual environment that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators. Leverages data and trend analysis to lead optimization processes through collaboration with multiple departments and senior leaders.
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The Customer Service Associate builds client relationships by researching, analyzing, and resolving service requests and complaints. This associate provides exceptional service to existing customers through service-related transactions via inbound and outbound calls. They ensure customers' needs are met while maintaining compliance with regulatory requirements. The Customer Service Associate is expected to utilize critical thinking skills to resolve issues, overcome objections, and de-escalate client interactions.