Summary of Responsibilities: Responsible for the quality review of day-to-day interactions and correspondence between Client Relationship Center and/or Insurance Profillment Solutions 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.

Summary of Responsibilities: Primary legal counsel to Touchstone Advisors and Touchstone Securities on transactional, securities and regulatory matters relating to the registration and operation of the Touchstone Mutual Fund complex and compliance with Investment Company Action of 1940 (“40 Act”) and secretary of the Touchstone Mutual Fund board of directors. Responsibilities include review of and/or drafting a variety of fund-related agreements, including third-party distribution, administration and marketing arrangements; review of registration statements and other Securities and Exchange Commission (SEC) filings, including drafting disclosure as appropriate; working with the chief compliance officer (COO) to develop and implement compliance programs; leading Touchstone in preparation of materials for trust board meetings; review of numerous types of external communications; supporting Touchstone with respect to regulatory exams or inquiries; and drafting, managing and completing required SEC filings to implement fund formations, dissolutions, reorganizations, proxy solicitations and mergers and acquisitions of investment companies. Provide legal services on complex matters and/or matters involving large dollar amounts with little direction or supervision.

Summary of Responsibilities: Processes incoming premium payments and reviews payment discrepancies including items rejected by policyholder’s financial institutions. Processes ACH transactions (Automated Clearing House), credit card, and loan payments and responds to other inquiries related to these categories. Responds to inquiries relating to Accounting Category Work, i.e., Billing, Group Billing, etc. Responses are typically made in writing. At times telephone responses are necessary depending on the urgency of the inquiry.

Summary of Responsibilities: Provides a broad range of sales, marketing, technical and operations support to agent, agencies and back office staff across multiple distrubtion channels to support assigned territories.  Works with paired field members of Distribution Support team (DST) to leverage in-depth knowledge of Columbus Life’s products, services and systems to provide top level of suport to both retain and grow business with territoires.  Focuses on sustaining and enhancing relationships with producers.  Utilizes extensive in-depth product information to answer questions from the field.  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: 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.

Summary of Responsibilities: This is an entry level role learning to prepare formal responses to Requests for Proposals (RFPs), received from various sources that are seeking investment management services.  Responses would include information concerning Touchstone and its investment management strategies.  Uses training materials and documentation to provide updates to consultants and/or consultant databases as well as up-to-date firm information to the sales team and internal/external inquiries.  The information provided would include both quantitative and qualitative information.  Works with mentor to act as a client service representative with institutional investors, including consultants, defined benefit plans, TPAs, defined contribution plan sponsors, foundations, and endowments.  Works, under supervision to collaborate closely with sub-advisors when completing RFPs and RFIs requested by Touchstone’s Distribution Partners.  Once RFP-related onboarding is complete, train with mentor to act as back-up for data-related responsibilities of Director of Digital and Multimedia.  Works under supervision with minimal range of decision making.  Regularly upates Manager and escalates issues to Manager as appropriate.

Summary of Responsibilities: 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 agreements governing time service. Assures the integrity of contract documentation, accounting and related tax-reporting records to ensure compliance with various regulatory requirements. Effectively answers questions related to existing contracts and products, providing accurate, detailed and complete information.

Summary of Responsibilities: 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. 

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

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.

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.

Summary of Responsibilities: Serves as a point of contact for Cloud/infrastructure-related projects, questions and issues. Participates in the design and administration of Cloud-based infrastructure solutions working alongside Cloud Architects and other teams (e.g., Web, Database, Storage, Networking, IAM, Information Security) to ensure that initial and anticipated future business requirements are presented. Supports multiple deployment models including manual, scripted, DevOps, CI/CD/Iaac methodologies. Works with Information Security to ensure that the proposed infrastructure solution complies with our Cloud security standards.

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.

Customer Service Advocate - (Work at Home or Onsite)   Do you: · Enjoy working in a fast-paced call center work environment? · Have proven sales results? · Are you committed to providing outstanding customer experience? · Have the achievement drive to determine your own success? · Have experience in the Life Insurance industry? - Do you already have your Life & Health Insurance License?               * If so, come experience the Gerber Life difference!   Gerber Life Associates are inspired and motivated, and they recommend this organization as a great place to work!! We provide excellent benefits, 401K with company match and a pension, and the opportunity to earn a monthly bonus. Click here to learn more about our call center: https://youtu.be/cg64WzJc6BY   Gerber Life has been in business since 1967. We sell an array of children and adult coverage. To learn more about Gerber Life Insurance, click here https://www.gerberlife.com.

Summary of Responsibilities: Utilizes Business Intelligence and analytical tools including Tableau, Cognos and SQL. Designs and creates dashboards and reports with business partners.  Develops a solid understanding of business priorities and goals and leverages documented BI and data best practices. Understands use of Tableau data extracts, Cognos data modules and how to use reporting data marts. Builds collaborative partnerships and serves in a liaison role between business and IT in order to achieve efficiency and project success. 

Summary of Responsibilities: The Senior Data Analyst is responsible for developing business solutions for new and/or existing data with an objective to streamline processes and ensuring quality. This position requires the ability to convert data into insights that lead to informed business decisions and working directly with stakeholders to understand their needs. Communication is key for translating requirements to IT but also for being able to listen to the business and understand the root cause of a problem, and to begin determining the appropriate solutions. Analyzes large sets of data for gaps or inefficiencies and is able to create an actionable plan to develop governance and transparency around an issue. Is able to recognize processes that require additional governance and works with management to ensure a framework is identified and implemented. Oversees data mastering activities and the development of workflows, user interfaces and exceptions. Partners with the business to roll out new data processes and provides any documentation and training required.

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.

Summary of Responsibilities: Leads the scoping, prioritization, resourcing, facilitation, and execution of cross-enterprise value stream process improvements. This position will collaborate with BU and SSU leaders, as well as the leaders of enterprise change disciplines and initiatives such as Organizational Change Management, Heart of Customer, Knowledge Management, and Project Streamline to ensure a holistic view of process improvement that utilizes the entire OpEx Model to deliver value efficiently. This role will work with enterprise leaders to identify improvement opportunities that have significant impact to the enterprise’s financial position. It will link up the individual OpEx deployment areas to provide transparency and awareness of inefficiencies across value streams and work with leaders to prioritize and resource the improvement initiatives. It will then assume ownership of the initiative to ensure execution and implementation by acting not only as facilitator of the improvement event but also project manager of the resulting action plan.

Summary of Responsibilities: Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S 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 for independently making a broad range of critical decisions, escalating to VPs and executive-level associates as appropriate.