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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.
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Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. 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.
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Partners with Gerber Life Group Benefits medical stop loss and specialty lines underwriters to evaluate and select risk, monitor results, and develop/execute on strategies for continuous improvement in underwriting performance. Position is responsible for developing and strengthening relationships with distribution partners to effectively direct processes such as facultative reviews, among others, to ensure profitability targets are achieved.
Please note this position is located in Cincinnati, OH.
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A Brief Overview
Produces or modifies computer programs of simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. 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.
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Designs and facilitates training programs and workshops that support the guiding principles and objectives of the organization. Primary responsibilities are weighted equally between instructional design of training courses and faciltation of both in-person and virtual training sessions. Provides research, consulting and training services in a variety of areas including product specific, technical and soft-skill training. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
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A Brief Overview
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.
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Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans. Completes and coordinates regulatory reporting and mailings related to retirement plans by established deadlines. Coordinates with vendors and internal partners involved with supporting retirement plans. Gathers business requirements, develops and documents test matrices and testing scenarios, and executes user acceptance testing and validation for changes impacting retirement processes and systems. Provides technical consultative support to the Retirement Specialists. Administers daily...
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Provides business planning, decision support analysis and measurement reporting for the assigned business unit(s), e.g., Agency, Columbus Life and/or Lafayette Life. Develops critical management decision analysis tools, and suggests and implements cost-savings. Prepares financial budgets, forecasts and various business case financial models, and performs special projects. Develops, implements and maintains profitability models, cost benefit analysis models and business unit performance measures. Performs variance analyses monthly and quarterly for key management reports. Provides highly confidential analyses in support of new business initiatives and potential acquisitions. Works with minimal supervision and is responsible for making a broad range of critical...
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Assists in research, analysis, definition, design, testing, checking and planning activities and applying new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager...
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Installs, maintains and repairs heating, ventilating, air conditioning, refrigeration systems, control systems and a variety of electrical and mechanical equipment in the Home Office and at other properties. The HVAC Technician 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 some 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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Oversees the actuarial and investment monitoring, modeling, projection, analysis and evaluation of all life insurance brands from a distribution viewpoint, balancing profitability with revenue and asset growth. Analyzes brand profitability and experience/assumption deviations for all life products and recommends measures to improve. Analyzes opportunities that are available to each brand and makes appropriate recommendations using actuarial tools. Oversees the life product development functions for the independent distribution brands to ensure life product installations meet profitability, competitive and plan standards. Provides leadership and guidance in product management, design and pricing for all life products of the independent distribution brands.
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Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. . Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
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A Brief Overview
Senior Solution Architect will work with project teams in all phases of software development life cycle to conceptualize, design and implement end-to-end solutions that meet business objectives. Design and architect quality solutions taking into account sound software design concepts, patterns, runtime, non-runtime qualities and industry best practices. Clearly communicate translation of requirements from business and technical sources into technical design direction, using various means including specifications, white boards discussions, UML modeling techniques, etc. Responsible for defining architectural principles, technology standards, industry best practices, architectural governance processes and reusable reference architectures. Responsible...
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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.
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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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The Global Market Strategist's primary responsibilities are (1) composing and publishing regular, timely, insightful commentary regarding allocation positioning and market strategy, and (2) partnering with the sales organization to communicate and provide detailed technical expertise on equity investment strategies and how such strategies can be implemented within our client firm platforms and models.
The composition duties of the Strategist are designed to produce materials that arm Touchstone's sales force with relevant insights to serve their financial intermediaries' information needs. The Strategist trains the sales organizations to effectively use and message such content, including in connecting the top-down allocation and market strategy insights into...
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Performs a variety of duties to meet Home Office laundry requirements including washing, drying, ironing and repairing. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when necessary and updating manager on a regular basis.
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Executes day-to-day system administration and maintenance services to ensure the proper functioning of the applicant tracking system as well as other Talent Acquisition-related systems. Provides training to field associates on the use of these systems. Ensures system security and employee data privacy. Works with supervision and is responsible to make an established range of decisions, updating the Manager on a regular basis.
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Provides for and delivers health care and wellness services, within the scope of the license of a registered nurse, to associates to enhance morale, health and productivity. Develops, coordinates and conducts health education programs for associates to promote safety in the workplace to help associates achieve optimal health and productivity levels. Provides first-aid services and medical treatment for associates in the Home Office. Organizes wellness clinics including general health fairs and various health screenings. Involved in OSHA compliance and workers' compensation reporting. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updates Manager on a regular basis.
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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.