The Manager, Agency Services plays a critical leadership role in overseeing service delivery to Independent Distribution partners. This position is responsible for managing day-to-day operations, driving service excellence, and implementing process improvements that enhance partner satisfaction and retention. Working closely with cross-functional teams, the Manager ensures that service strategies are executed effectively and aligned with organizational goals. The role brings deep customer service expertise and a strong operational mindset to optimize workflows, improve efficiency, and support business growth. This leader fosters a culture of accountability, engagement, and continuous improvement within the service teams. By leveraging industry best practices and...

In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge. This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.

Responsible for establishing and servicing sales commissions and expense reimbursement allowance (ERA) plans for firms and brokers. The Specialist will work closely with external business partners, Sales and Finance to ensure commission payments are processed correctly.

Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.

Responsible for establishing a vendor profile and vendor code in Gerber Life's financial system (SAP) for both the agents and their up-line in order to pay accurate and timely commissions.

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...

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.

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...