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The Intern rotates through Corporate Accounting, Audit and Treasury. The rotation program spans 11-12 months, with the Intern spending roughly four months in each department. The Intern participates in team-oriented projects that support Accounting, Audit and Treasury management in accomplishing departmental objectives.
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Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. 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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Develops and modifies models needed to analyze risk and profitability of products in force and under development. Assists with analysis of results of these models and implements new products and financial reporting systems. Works with some supervision and is responsible for making a moderate range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis.
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Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
*This position is remote in these states only at this time: IN, WI, FL, GA, NC, SC, TX
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
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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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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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This internship will help the team in variety of ways that may include assisting with the maintenance and improvement of our IT infrastructure, supporting the smooth operation of our systems, and/or assisting with various IT projects. This internship offers a unique opportunity to gain hands-on experience in various aspects of information technology within a leading financial services and life insurance company. This internship works with supervision, partnering with their manager as needed and updating their Manager on a regular basis. Specific responsibilities associated with this position include: Information Security:- Provides support to business and IT teams on security consulting and information security projects. Assists in security and risk assessments of W&SFG systems,...
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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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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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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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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.