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The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
The Part-Time Non-Licensed Service Consultant represents the Enterprise Engagement Center (EEC) and supports Gerber Life providing exceptional service to existing customers. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
Schedules: We are currently looking for students who are available to work part-time, approximately 15 hours per week, preferably during the days of Tuesday, Thursday, and Friday, between 10:00 AM and 7:00 PM.
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.
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...
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.
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.
Works in the dish room, covers shifts and assists the Kitchen Steward as needed. Cleans, sanitizes and stores all dishes, pots, pans, utensils and major equipment in the Cafeteria. Performs other general cleaning according to a daily Sanitation Log. Under direct supervision, is responsible for making a limited range of decisions, escalating to Lead worker and updating management as necessary.
Our MBA Leadership Development Program (LDP) empowers top MBA talent to become exceptional leaders who drive impact at Western & Southern and in the community. Through strategic assignments and direct collaboration with senior leaders, LDP associates contribute meaningfully from day one.
Our Leadership Development Program is designed to...
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.
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...
Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.