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Client Support Specialist

The Western and Southern Life Insurance Company
Wooster, OH
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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:
Wooster, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
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
Cambridge, OH
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275208653 The purpose of the Financial Representative is to meet the ...
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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. Responsibilities 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:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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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:
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Support Specialist

The Western and Southern Life Insurance Company
Willoughby, OH
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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:
Willoughby, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Staff Manager

The Western and Southern Life Insurance Company
Lancaster, OH
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Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Lancaster, OH
Job Type:
Full-Time
Permanent
Occupation:
Sales Managers
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Staff Manager

The Western and Southern Life Insurance Company
Findlay, OH
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Provide guidance and direction to Financial Representatives and responsible ...
Details
Summary
About the job:
for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process,...
Location:
Findlay, OH
Job Type:
Full-Time
Permanent
Occupation:
Sales Managers
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Driver's License
FINRA / NASD Series 63
FINRA / NASD Series 6
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information
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