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.

Processes, audits, tests and reports for reinsurance activity for Western & Southern Life, Columbus Life, Lafayette Life and IFS. This includes monthly billing in excess of $8 million. Actively collaborates with multiple reinsurers and the Claim Department to collect over $100,000,000 in outstanding receivables. Directly communicates with reinsurers to address outstanding administration concerns. Ensures appropriate reinsurance accounting in the general ledger.

The Portfolio Asset Manager is responsible for proactively evaluating and mitigating associated business risks and opportunities, per established policies and procedures within the real estate debt investments organization. Responsible for managing an assigned commercial loan portfolio including interviewing clients and requesting necessary information, in order to recommend appropriate action on credit decisions and to complete annual reviews for major credit relationships. Supports the mortgage loan investment team by reviewing the appropriate financial and market analysis for existing investments. Manages delinquencies, collateral exceptions, loan ratings, RBC classifications, portfolio reviews, market valuations, specialized reporting, geographic exposure,...

  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...

Processes, assembles, packs and ships requests for forms, training material, kits, PC equipment and related materials for Enterprise associates. Receives and verifies printed material. Processes purchase orders and inputs information into inventory system when applicable. Performs physical counts and destructions upon request. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

The Columbus Life Insurance Company sales internship includes a hands-on experience with various assignments within Columbus Life that includes internal sales, marketing, data, research and technology. Responsibilities include working in our Salesforce customer relationship manager (CRM), competitive data analysis, running sales illustrations, and proactively following up on pending business. In addition, this associate will receive training in sales and marketing distribution, product development, and other areas within Columbus Life. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western &...

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.

Supports the coordination and execution of all Fort Washington Private Equity team activities, including investment administration, internal and client meetings, communications, event planning, travel and reporting. Administers all investments, including CRM system logging, due diligence coordination and documentation management. Provides assistance to the Investment, Finance & Accounting, and Investor Relations Teams for ad hoc projects and administrative support. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Responsible for building and developing our CI talent including Black Belts, Green Belts, Process Engineers, and OpEx Leads through a data-driven approach to process improvement. Owns the scoping, facilitation, and execution of large scale, transformational, cross-enterprise value stream process improvements. Manages an enterprise CI project portfolio representing significant, large scale cost reduction and acts as Program Manager for the entire EEC project portfolio. With the VP, Operational Excellence, this position will support the collaborative efforts of BU and SSU leaders and leaders of enterprise change disciplines and initiatives such as Organizational Change Management, Heart of Customer, Knowledge Management, and Project Streamline to ensure a holistic...

Customer Service Advocate - Onsite, Cincinnati, Ohio   Do you: · Enjoy working in a fast-paced call center work environment? · Have proven sales results? · Are you committed to providing outstanding customer experience? · Have the achievement drive to determine your own success? · Have experience in the Life Insurance industry? - Do you already have your Life & Health Insurance License?               * If so, come experience...

Acts as a communication link between the operating department's management and management of other departments throughout the Company as projects, processes and procedures are developed. Acts as project leader/departmental representative on Company committees, making departmental decisions on issues presented. Responsible for writing work orders, procedures and conducting research needed to bring a project to completion. Stays current with department's operating procedures, systems and state regulations as they apply to the operating department. Works closely with the Compliance department, developing and revising existing forms and processes, to make certain department stays in compliance with state laws. Supports Technical Services Analysts and Production...

Reviews and accurately processes life, health and annuity applications utilizing various administrative systems. Investigates reason codes and determines if underwriting requirements are met. Approves applications within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriters for final disposition. Completes appropriate transactions, and thoroughly reviews and validates output to ensure accuracy. Researches inquiries and provides prompt and accurate service to internal and external customers. Assembles and mails completed policies to district offices, internal departments or agents upon completion. Ensures compliance rules regarding policy illustrations are met. Supports the overall goals of the department by...

Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis. Works with some supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis. Correctly applies actuarial principles to practical problems.

Manages the compliance program for Group Benefits business (e.g., stop loss, limited medical, group accident insurance coverage). Develops and implements compliance policies and procedures for Group Benefits. Works with internal and external partners on compliance and related matters. Develops and files policy forms in all states and the Interstate Insurance Compact for approval, as required. Manages regulatory reporting and oversees the Group Benefits business compliance with HIPAA and other privacy and data security laws. Serves as an insurance regulatory subject matter expert and provides compliance guidance to business unit management and helps to resolve any areas of noncompliance in a professional and effective way. Works with minimal supervision, escalating...

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.

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.

Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. 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 and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.

Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

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.

This internship will provide hands-on experience in data analysis, sales and marketing analytics, and data-driven decision-making processes within the sales, marketing, and product teams. The intern will work closely with our Strategic Data and Analytics Manager to support various projects and gain valuable industry insights.