Overview Summary of Responsibilities: Serves as lead operational resource dedicated to the Private Client Group...
and financial risks to the Company. Prepares written procedural documentation and conducts job-specific training for new hires in... and Business Operations Analysts to minimize financial risk and negative customer impact. Provides knowledge and assistance...
and provides annual financial reporting to management. Processes split or manual check requisitions, verifying accuracy... Or GED (Required) Proven experience in either insurance, banking or other financial industry customer service...
: financial needs, insurable interests, avocations and occupations along with a comprehensive knowledge of the Company's products...
addition, builds a high level of knowledge of other technical aspects of the underwriting process, which includes financial... expectations. Determines appropriateness of applied coverage (i.e., sufficient financial justification, appropriate insurable...
situations to management. Provides analysis and service for all products within the Western & Southern Life portfolio. Makes...
level of knowledge of other technical aspects of the underwriting process, which includes financial needs, insurable.... Determines appropriateness of applied coverage (i.e., sufficient financial justification, appropriate insurable interest...
-growth and sales by developing and executing go-to-market strategies to drive consumer adoption of Western and Southern... is responsible to start with customer insights and identifying solutions to cross-sell to customers within the Western and Southern...
tailored approaches. Maintains updated and compliant marketing materials and supplies to support Financial Reps’ and Agency...
Overview 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 w...