Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.   Click here to learn more about Customer Service and our team.  

Summary of Responsibilities: Researches, analyzes, defines, designs, tests, checks and plans activities and application of new mainframe technologies and processes. Monitors the rapidly changing mainframe 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, recovery, 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 on a regular basis. 

Summary of Responsibilities: 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 authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to Senior Sales Representative and/or Assistant Manager when necessary and updating Senior Sales Rep/Management Team on a regular basis.    

Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.   Click here to learn more about Customer Service and our team.