Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established Integrity Selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to Senior Sales Representative and/or Assistant Manager when necessary and updating Senior Sales Rep/Management Team on a regular basis.
Function
Call Center & Customer Service
ID
2021-16313
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Reviews, researches and initiaties follow-up on several field office financial reports related to balancing field office cashbooks on a daily basis and office bank accounts on a monthly basis as outlined by NAIC and Model Audit Rule requirements. Maintains updated and thorough notes on follow-up and processing documentation per audit guidelines. Analyzes incoming requests and coordinates between field offices and various Home Office departments to resolve discrepanices and overlooked or mishandled requests. Supports efforts to maintain daily office operations. Researches policy case information to approve or reject field office requests to issue premium refund checks for amounts greater than established limits in accordance with company guidelines. Serves as subject matter expert of Agency-specific systems impacting client service, Field Office operations and Cashbook functionality. Participates in system testing and project meetings as needed. Acts as a Liaison with Client Relationship Center to support the Agency Service Call Expansion program and resolve AOS issues with calls and technology associated with the customer interactions. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary and providing updates on a regular basis.
Function
Call Center & Customer Service
ID
2021-16307
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Conducts needs analyses to determine training opportunities for the Client RelationshipCenter (CRC) and Insurance Profillment Solutions (IPS) Service, Sales, Sales Operations Support and Support teams. Coordinates and presents training sessions using a variety of delivery methods, including individual coaching, classroom training by means of lecture and facilitation, call simulation, and side-by-side mentoring. Directs the development of documentation addressing the knowledge required by CRC associates and the processes and procedures used for daily performance. Consults with management and nonmanagement associates to enhance skill development and work processes within the teams. Works under minimal supervision and is responsible for overseeing associate knowledge across the Service, SOS, Support and Sales teams, coordinating training development opportunities across business units within Insurance Operations and Agency.
Function
Call Center & Customer Service
ID
2021-16306
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Directly supervises and directs associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Proactively develops and implements strategies to increase productivity, and provides a high level of technical and product support. Focuses on increasing level of service and lead generation. Provides support to upper management on some strategic initiatives and projects impacting the team. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
Function
Call Center & Customer Service
ID
2021-16273
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Customer Service Advocate - (Work at Home or Onsite)   Did you know?   GLIC insures more than 3.6M children and families! Our contact center is staffed by fully licensed agents to ensure a high level of knowledge and experience.   This role requires an active life and health insurance license which must be obtained within the first month of hire.  That means an active driver’s license with accurate legal name and address is a must.   We’ll help you achieve appointments in all states by the end of 60 days employment.  All state appointment costs are covered through Gerber Life!   Calling all licensed life and health agents!   Come experience the Gerber Life difference……. - No cold calling or prospecting! - Customer satisfaction scores are among the best in the industry! - Because of high satisfaction, many customers choose to purchase additional products. - You’ll be helping answer existing customer questions and making recommendations for other products. - Pay for performance incentive plan!   Don’t have an insurance license yet?   - No problem!   We’ll help you achieve Life Insurance Professional status! - Plus-  All training and exam scheduling is coordinated through our team-  we cover all costs! - All state appointments, included all costs, are covered and managed through our agency team. Click here to learn more about our call center: https://youtu.be/cg64WzJc6BY   Gerber Life has been in business since 1967. We sell an array of children and adult coverage. To learn more about Gerber Life Insurance, click here https://www.gerberlife.com.
Function
Call Center & Customer Service
ID
2021-16256
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides complete administrative support of the sales and service process. Promptly answers telephone calls, accurately completes paperwork, assures quality work products, uses basic office machinery, deals with internal service groups and assures a focus on professional and exemplary customer service at all times. Works with some supervision and is responsible to make a minimal range of decisions, escalates to manager when appropriate and updates manager on a regular basis.
Function
Call Center & Customer Service
ID
2021-15138
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides complete administrative support of the sales and service process. Promptly answers telephone calls, accurately completes paperwork, assures quality work products, uses basic office machinery, deals with internal service groups and assures a focus on professional and exemplary customer service at all times. Works with some supervision and is responsible to make a minimal range of decisions, escalates to manager when appropriate and updates manager on a regular basis.
Function
Call Center & Customer Service
ID
2021-14883
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.
Function
Call Center & Customer Service
ID
2021-14876
Subsidiary
Western & Southern Financial Group
Job Locations US-MI-FREMONT
Customer Service Advocate - (Work at Home or Onsite)   Looking for a career where you can make a real difference in other people’s lives? Have a passion for customer service? Want to work from home? Think you’ve got what it takes to work for one of the leading companies in the insurance industry? If so, we’d love to speak with you about joining the Gerber Life Insurance team. We provide excellent benefits, 401K with company match and a pension, along with the opportunity to earn a monthly incentive. Click here to learn more about our call center: https://youtu.be/cg64WzJc6BY   Gerber Life has been in business since 1967. We sell an array of children and adult coverage. To learn more about Gerber Life Insurance, click here https://www.gerberlife.com.
Function
Call Center & Customer Service
ID
2020-13650
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established Integrity Selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to Senior Sales Representative and/or Assistant Manager when necessary and updating Senior Sales Rep/Management Team on a regular basis.   Click here to learn more about Sales opportunities and our team.
Function
Call Center & Customer Service
ID
2020-13646
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.   Click here to learn more about Customer Service and our team.
Function
Call Center & Customer Service
ID
2020-13645
Subsidiary
Western & Southern Financial Group

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