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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.
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.
The Global Market Strategist is responsible for developing and recommending investment strategies to achieve particular investor objectives and desired outcomes. This individual will develop written content used by Touchstone sales professionals and Touchstone's clients to effectively convey investment information and strategies. The position also serves as Touchstone spokesperson regarding timely investment themes and strategies which are facilitated by Touchstone's spectrum of comingled investment solutions.
Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
A Brief Overview
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...
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.
This position is responsible for the leadership and performance of an assigned team or functional area within Insurance Operations. The incumbent is accountable for ensuring the accuracy, efficiency, and compliance of operational processes, as well as the development and engagement of team members. The Manager coordinates and monitors team activities to ensure that financial transactions are accurate, service standards are achieved, and customer service issues are resolved with professionalism and urgency. This position supports departmental goals, contributes to strategic initiatives, and collaborates cross-functionally to maintain service excellence, manage risk, and continuously improve operations.
Performs plan administrative services for assigned group of pension administrators. Serves as main point of contact for pension risk transfer deferred participants. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Supports the administration of leave of absence requests, in partnership with the third-party administrator, for associate's own illness or Family Medical Leave Absences (FMLA) due to the illness of a family member that qualifies for FMLA leave. Analyzes and monitors each case to ensure appropriateness of decisions and correct manner of payment. Reviews payroll data to ensure associate's time-off history and pay is accurate. Evaluates requests for accommodations under the Americans with Disabilities Act (ADA) from associates within the Home Office, Agency field and Gerber Life. Processes incoming Worker's Compensation claims and supports third-party administrators to ensure effective claim management. Evaluates Worker's Compensation claims for settlement opportunities. Makes...
Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
Provides for and delivers health care and wellness services, within the scope of the license of a registered nurse, to associates to enhance morale, health and productivity. Develops, coordinates and conducts health education programs for associates to promote safety in the workplace to help associates achieve optimal health and productivity levels. Provides first-aid services and medical treatment for associates in the Home Office. Organizes wellness clinics including general health fairs and various health screenings. Involved in OSHA compliance and workers' compensation reporting. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updates Manager on a regular basis.
Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles,...
Performs system and security program design, selection, acquisition, installation and maintenance for Western & Southern Financial Group's (W&SFG) LAN/Windows/UNIX systems. Designs, implements and maintains complex local and wide area networks of machines as well as necessary controls and procedures to cost-effectively protect Information Systems' assets. Manages infrastructure performance, maintenance, security and problem resolution. Administers and coordinates corporate email systems and/or other messaging systems. Participates in the research, planning, documentation, implementation, testing and maintenance of disaster recovery plans. May be required to provide direction and guidance on physical protection of Information Systems' assets. Works with minimal supervision and is...
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.
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
Serves as the product/marketing trainer and knowledge dispenser to National Account Agencies and producers and key staff members of larger agencies. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). National Account agencies are defined by the Senior VP of Distribution. Senior RVP Focuses on sales and productivity results of new and existing individual producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate. Senior RVP's have industry and CLIC subject matter expertise that allows them to work independently in "large" regions, and are responsible to make a broad range of...
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.
Provides monitoring, problem determination and resolution on calls, emails and self-service incidents. Provides support to internal associates for either hardware, software, server, mainframe applications or peripherals. Documents all issues in the ServiceNow platform to track caller trends. Recommends system modifications to reduce user problems. Escalates more complex incidents to second-tier support or higher. Uses incident and problem modules within the ServiceNow Platform and attentive detail to the PureConnect Service Desk phone system. Works with minimal supervision and makes an established range of decisions, escalating to Manager when necessary.
A Brief Overview
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...