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Client Support Specialist

The Western and Southern Life Insurance Company
San Diego, CA
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Provides timely and courteous service to internal and external clients by ...
Details
Summary
About the job:
researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining...
Location:
San Diego, CA
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Support Specialist

The Western and Southern Life Insurance Company
Skokie, IL
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Provides timely and courteous service to internal and external clients by ...
Details
Summary
About the job:
researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining...
Location:
Skokie, IL
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Ops & support supervisor

The Western and Southern Life Insurance Company
Columbus, OH
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Plans, organizes and directs workflow and monitors activities to support the ...
Details
Summary
About the job:
overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, timely and accurate processing of transactions that meet established standards and promotes exceptional service to internal and external customers. Conducts compliance and quality control audits and provides management with timely feedback and statistical results. Partners with the AOS and sales management teams to improve overall effectiveness within the Agency. Recruits, trains and...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
First-Line Supervisors of Office and Administrative Support Workers
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Financial Representative

The Western and Southern Life Insurance Company
Mishawaka, IN
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MICHIANA IN MISHAWAKA The purpose of the Financial Representative is to meet ...
Details
Summary
About the job:
the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. - Identify market(s) and develop appropriate marketing plan. - Prospect and network for middle-market clients by identification of qualified names and making initial contacts. - Contact and secure...
Location:
Mishawaka, IN
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Financial Representative

The Western and Southern Life Insurance Company
Akron, OH
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AKRON OH AKRON The purpose of the Financial Representative is to meet the ...
Details
Summary
About the job:
middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. - Identify market(s) and develop appropriate marketing plan. - Prospect and network for middle-market clients by identification of qualified names and making initial contacts. - Contact and secure appointments...
Location:
Akron, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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Company Name: The Western and Southern Life Insurance Company
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