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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.
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.
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 role requires an active Life Accident & Health Insurance License to apply.
A Brief Overview
The Customer Service/Sales internship handles 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.
Seeking candidates looking to explore opportunities for a contact center career or a career in the financial services industry.
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.
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...
The Customer Service & Sales Associate position is a full-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.
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.
Executes all aspects of the Vendor Management Program for the Contact Center, ensuring that vendor operations align with business objectives and service expectations. Responsible for developing and implementing enhancements to the vendor management program, ensuring it is appropriately scaled to meet the complexity and needs of the Contact Center. Provides leadership and strategic oversight of external third-party vendor relationships, ensuring adherence to performance standards, contractual obligations, and compliance requirements. Responsibilities include establishing and monitoring SLA's, tracking performance against contractual terms, and identifying areas for improvement to enhance vendor efficiency and effectiveness. Serves as the primary liaison between...
This position works onsite in our Fremont, MI office and 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.
Creates and manages schedules, scheduling analysis, real-time interaction management and reporting, in support of the GLIC Contact Center. Proactively monitors inbound and outbound interactions and manages defined surge plan. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager only when necessary and updating management on a regular basis.