Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Insurance Operations
ID
2021-16504
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Reviews and accurately processes life and health insurance applications received in advanced lines of business. Thoroughly reviews application for completeness to ensure all necessary 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. Ensures compliance rules regarding policy illustrations are met. Researches inquiries and provides prompt and accurate service to internal and external customers.
Function
Insurance Operations
ID
2021-16502
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
Insurance Operations
ID
2021-16477
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
2021-16410
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports The Western and Southern Life Insurance Company, Columbus Life Insurance Company, Intergrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company, Gerber Life Insurance Company and Western-Southern Life Assurance Company Business Units (collectively referred to as BUs) and Shared Services Units (SSUs) by completing research and analysis of legal and regulatory requirements and applying those to product filing and forms work. Gains a full understanding of and ensures compliance requirements are met regarding new products assigned, including product features, filing requirements, state variations, form requirements, marketing strategy and target markets.   Prior to a product launch, escalates any red flags or other concerns related to Anti-Money Laundering, privacy, licensing, sales practice or other rules, regulations or internal policies with the appropriate member of the compliance management team. Maintains accurate records related to filing and forms compliance. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Performs peer reviews of completed filings and raises relevant concerns or issues prior to filing. Works with limited supervision and is responsible for making an established range of decisions, timely escalating to management as appropriate, including providing regular updates regarding product projects and related efforts. Position Responsibilities: ·       Actively supports product development efforts by gaining a full understanding of new products assigned, including product features, filing requirements, state variations, form requirements, marketing strategy and target markets. Raises and escalates, as appropriate, any compliance concerns proactively, and works to resolve issues prior to filing. Represents Insurance Compliance on product development and other teams/projects to ensure compliance issues are raised. Brings up any red flags or other concerns related to Anti-Money Laundering, privacy, licensing, sales practice or other rules with the appropriate member of the compliance management team prior to product filing. ·       Submits product and regulatory filings to the State Departments of Insurance (DOI), including rate filings, advertising, and various periodic and annual reporting requirements. Researches and creates state variations of forms and summary of state variation documentation. Manages submissions through approval. ·       Develops and/or updates forms for initial submission to states, or revises forms as required by objections received from the DOI. Ensures forms reflect regulatory requirements and established standards for the product/type. ·       Serves as a liaison between the DOI and the BUs and SSUs to negotiate favorable and appropriate resolutions of concerns and objections. Coordinates with multiple departments, and manages responses to DOI objections and disapprovals. ·       Researches insurance regulations and laws, and analyzes and interprets regulatory compliance requirements by state related to new products, forms and filing requirements. Updates procedures and processes in response to regulatory changes as appropriate. Regularly interacts with internal customers, including BUs, SSUs, Law and Actuarial to identify concerns and issues, escalating as appropriate to management and stakeholders. ·       Completes accurate and timely documentation for forms and product filing recordkeeping system, and keeps databases current. This information will be used to respond to regulatory requests and inquiries. ·       Stays abreast of industry and compliance trends related to forms and product filing; recommends and implements changes to internal company processes as needed. Establishes and maintains a working knowledge of insurance products, regulatory requirements, and business forms and processes. ·       Performs peer reviews to ensure quality of filings and to reduce state objections. Provides feedback to peers and makes recommendations to improve process. ·       Responds to inquiries from associates and management concerning new products, filings and forms. ·       Works with Compliance management to develop and maintain guidelines, manuals and processes for product filing and forms review processes. ·       Performs other duties as assigned by management. Selection Criteria: ·       Demonstrated knowledge of the life insurance industry, including product types and basic regulatory information. ·       Demonstrated ability to receive, organize and manage large amounts of diverse information and documentation. Must cite examples of organizational skills. ·       Proven ability to maintain a calm and professional demeanor when handling stressful situations, including pressure associated with volume workloads, meeting deadlines and target dates. ·       Demonstrated strong verbal and written communication skills, and interpersonal and collaborative skills with experience conveying information to internal customers at all levels in a clear, accurate, focused and concise manner.   Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. ·       Demonstrated experience working effectively independently and within a team environment. ·       Proven consistently strong client relationship skills while working with multiple clients. Work Setting: - Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. - Requires visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data in an accurate, neat and thorough manner. Educational Requirements: - Bachelor’s degree or comparable industry experience. Computer Skills and Knowledge of Hardware &Software Required: - Proficient in the use of Microsoft Office (Excel, Access, Word). Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.): - LOMA - Associate, Insurance Regulatory and Compliance (AIRC) designation or must be obtained within 18 months of hire. Position Demands: - Extended hours required during peak workloads or special projects.    
Function
Compliance & Legal
ID
2021-16335
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Insurance Operations
ID
2021-16175
Subsidiary
Western & Southern Financial Group
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
2021-16163
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
2021-16159
Subsidiary
Western & Southern Financial Group

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