The Customer Service/Sales Associate position is a part-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.

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.

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.

Summary of Responsibilities: Investment IT provides technology expertise to the front, middle and back office operations for Fort Washington Investment Advisors, Eagle Realty Group and Financial operations (Treasury and Investment Accounting). IT (as a shared service) helps evaluate, implement and support business applications thereby helping the business units to execute on their strategies effectively and efficiently and help W&S achieve its financial and business development goals. The Investment IT team has two intern positions available to develop and enhance operational solutions that support our...

Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant.Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the underwriting...

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...

Establishes with clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the team lead or manager when necessary. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources.

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.

Provides advanced markets sales and technical support to all Enterprise distribution channels with primary responsibility for the Integrity Companies. Includes complex tax and legal strategies related to creative and unique case design with Enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.

We are a dynamic, diversified financial services organization with outstanding financial strength. Our vision is to become one of the most dependable, service-oriented financial services organizations in the world leveraging our financial strength.Our MBA Leadership Development Program (LDP) builds on that strength and vision. It is designed to develop top MBA graduates (LDP associates) and MBA students (LDP summer interns) through strategic assignments, high visibility assignments, and partnership with our senior management team. Our Leadership Development Program challenges the best to become extraordinary financial services leaders with impact throughout Western & Southern Financial Group and in our surrounding community.

Responsible for delivering advanced sales case design for the distribution team, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and reference materials. Update, develop, and deliver Advanced Markets promotional design, educational materials, and programs.

We are seeking a highly skilled and experienced Sr. Marketing Manager with expertise in driving partner-led-growth and sales by developing and executing go-to-market strategies to drive consumer adoption of Western and Southern and Gerber Life products. You will work closely with the decision science team, marketing, marketing operations, legal, IT, and contact center to develop plans to drive customer success. To be successful in this role, you must have exceptional communication and presentation skills, be comfortable working in a fast-paced, high-energy environment, and have a passion for partner led growth with a focus on customer win. You must have experience working in cross- sell, up-sell, and creating internal and external partnerships using customer insights, segmentation, and...

Overall responsible for all performance and attribution information and delivery. Oversee the daily, monthly and quarterly production of accurate and timely portfolio and composite performance results and associated reporting. Review and distribute all equity and fixed income attribution data and reports. Develop and provide comprehensive risk management reporting package to FWIA and W&S Senior Management. Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS). Provide technical guidance, assign projects and direct the workflow of the associate responsible for creating the daily, monthly and quarterly reporting. Establish, implement and manage daily policy and procedures of the performance department...

Enterprise Opportunity Western & Southern Financial Group is a diversified, customer-oriented family of companies and a nationally recognized leader in consumer and business financial services. We are a Fortune 500 company that provides millions of individuals, businesses and institutions with life and health insurance, annuities, mutual funds, retirement planning and a variety of other real estate and investment management products and services through our member companies.   The nature of our products demands that we achieve exemplary...

This role is critical for accelerating end-end life insurance processing and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.

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.

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.

Salesforce Architect proactively and holistically leads and supports Salesforce and Marketing Cloud activities that strategically guide business and operating models, people, processes, and technology. The Salesforce architect works closely with IT and business leaders to create alignment between business and IT. The Salesforce architect clarifies strategic intentions, aligns business outcomes, explores implications, impacts, and risks, and addresses stakeholders' questions. They design and create deliverables for business leaders that support organizational change toward achieving targeted business outcomes. The Salesforce architect facilitates discussion around the construction of business models, which may include technology, business capabilities, processes, and other key business...

Accountable for analyzing and developing complex logical database designs, logical data models and relational data definitions in support of corporate and customer information systems requirements. Understands the methodologies and technologies that depict the flow of data within and between technology systems and business functions/operations. Responsible for the identification and resolution of information flow, content issues and the transformation of business requirements into logical data models. This position identifies opportunities to reduce data redundancy, trends in data uses and single sources of data. Works under minimal supervision and is responsible to make a wide range of decisions, escalating to the manager when necessary and updating the manager on a regular basis.

Manages compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third-party administrators, and other sales, marketing, and distribution partners. Develops and implements compliance policies and procedures for the independent agency business and assists with other insurance compliance initiatives. As directed by Compliance Director, works with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and updating management on a...