Western & Southern Financial Group

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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
2022-18745
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision, and provides limited consultation to plan sponsor or agent only when approved by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18699
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18698
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports the Western & Southern Financial Group (W&SFG) insurance companies, including The Western and Southern Life Insurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company, Gerber Life Insurance Company and Western-Southern Life Assurance Company (collectively referred to as BUs) and Shared Services Units (SSUs) by completing research and analysis of regulatory requirements. Provides support to BUs and SSUs on regulatory requirements. Maintains accurate records related to compliance reviews. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Works with some supervision, handles multiple priorities, and is responsible for making an established range of decisions, escalating issues to management when necessary and updating management on a regular basis.
Function
Compliance & Legal
ID
2022-18686
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Supports the Western & Southern Financial Group (W&SFG) insurance companies, including The Western and Southern Life Insurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, National Integrity Life Insurance Company and Western-Southern Life Assurance Company (collectively referred to as BUs) and Shared Services Units (SSUs) in meeting insurance and certain federal regulatory compliance requirements. Provides support to BUs and SSUs on regulatory requirements. Maintains accurate records related to compliance reviews. Interacts with regulatory agencies or industry groups, as needed. Works on general compliance projects and strategic initiatives as assigned. Works with limited supervision, handles multiple priorities, and is responsible for making an established range of decisions, escalating issues to management when necessary and updating management on a regular basis.
Function
Compliance & Legal
ID
2022-18466
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team – Product Illustration, Training and Ideation and Regional Sales VP’s to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA’s and IMO’s. Provides a broad range of sales and marketing support to PPGA’s and IMO’s. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to support PPGA’s and IMO’s.
Function
Business Development & Sales
ID
2022-18420
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
2022-18072
Subsidiary
Western & Southern Financial Group

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