Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and individual affiliate partnership agreements governing time service. Assures the integrity of contract documentation, accounting and related tax-reporting records to ensure compliance with various regulatory requirements. Effectively answers questions related to existing contracts and products, providing accurate, detailed and complete information.
Function
Insurance Operations
ID
2022-17929
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Processes agent appointments and terminations within timeframes set in Enterprise Licensing Department (ELD) Quality and Service Standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with Home Office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-17869
Subsidiary
Western & Southern Financial Group
Job Locations US-KY-NEWPORT
Summary of Responsibilities: Serves as the primary contact for Inventory & Traffic Control customer-related inquiries and issues. Provides customer service by answering internal and external calls, faxes, emails and other inquiries concerning requests for Western & Southern Financial Group (W&SFG) associates, Columbus Life producers and third-party vendors. Works directly with internal customers to coordinate the assembly and shipment of materials (e.g., sales literature, applications, new products) to the Western & Southern Life field agents and manual mass mailings (e.g., annual reports, rate information, prospectuses) to policyholders and brokers. Inputs requests received from W&SFG associates and Columbus Life producers into the inventory system. Prints, reviews, confirms and logs incoming requests. Assigns and tracks work requests (i.e., pick tickets, email and phone requests) to team members. Generates various reports and reconciles information and data through the inventory system daily. Audits FedEx ground packages shipped and files claims when necessary. 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.
Function
Insurance Operations
ID
2022-17767
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Processes agent appointments and terminations within timeframes set in Enterprise Licensing Department (ELD) Quality and Service Standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with Home Office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-17652
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
Function
Insurance Operations
ID
2021-16621
Subsidiary
Western & Southern Financial Group

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