Benefits Customer Service Analyst
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. 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 Responsibilities What you will do:
Answers associate and health care providers' requests over the telephone or through written correspondence within the time service standards set by the department. Exercises excellent customer service skills ensuring each contact is a positive experience by using a professional tone, displaying empathy as appropriate, being sincere and practicing good listening skills. Uses sound judgment when confronted with an unusual or unfamiliar request.
Administers the Open Enrollment process involving communication with all Home Office and Field associates as well as all retirees to maintain or change their benefits for the upcoming plan year.
Obtains medical information from associates, hospitals and doctors for pre-existing, outpatient/inpatient preauthorization reviews, second opinion determinations and concurrent reviews for inpatient admissions. Creates and updates nurse record screen on the benefits claim system including all medical information obtained from the member, hospital and physician offices. This information is vital in the nurses' daily monitoring of the patient's continued care.
Creates and maintains benefit information for each associate, retiree and eligible family members in multiple systems used in the Benefits Department. Records must be updated timely and accurately to ensure payroll deductions are correct and medical/dental claims are processed correctly.
Administers the prescription drug program. Maintains override information on all preauthorized prescriptions.
Maintains compliance with applicable federal and state laws (e.g., HIPAA) related to privacy, security, confidentiality, and protection of personal information, including, but not limited to, personal health information and personally identifiable information
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Or GED (Required)
Demonstrated experience maintaining a calm and professional demeanor when handling difficult and sensitive situations with callers (Required) and
Demonstrated experience working as part of a team developing cooperation and collaborative work efforts toward solutions that benefit all parties involved (Required) and
Proven experience completing multiple assignments simultaneously, and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills (Required)
Proven success working in a high-volume call center as a service rep identifying customer issues, defining and resolving problems, and collecting or interpreting data to establish facts, draw valid conclusions and provide effective resolutions.
Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers at all levels in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
Proven ability to handle confidential information in a discreet manner.
Working knowledge of word processing and spreadsheet applications
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyManager Payroll
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Manages successful execution of all payroll processes, procedures, reporting, and delivery of timely and quality service to the Enterprise. Develops staff through coaching and performance management, utilizing a Multipliers mindset to enhance performance and engagement. Maintains compliance with federal, state and local payroll tax regulations across a mult-entity, multi-state organization. Fosters collaboration through positive business relationships with associates in all business units, third-party vendors and payroll tax authorities. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to senior management when appropriate.
Responsibilities
What you will do:
Manages full cycle of payroll activities and processes, including biweekly and monthly payroll runs, bonus and commission payments, garnishments, tax reporting, year-end processing and ongoing systematic payroll changes.
Plans, organizes and directs work of the Payroll functions, ensuring all deadlines and reporting standards are met or exceeded, communicating any issues to senior management in a timely manner.
Accurately anticipates resources required to support changes in workload. Plans ahead to accommodate such changes without impact to service levels or Enterprise goals and objectives.
Identifies production problems and collaborates with Information Technology and third-party payroll system provider to remediate in a timely fashion.
Manages intradepartmental projects and project teams related to Payroll or companywide initiatives for process improvements, increased efficiency or expense reductions. Prepares documentation for communication, instruction and historical purposes. Consults with Manager on effect of projects on departmental processes or systems, ensuring requirements are met and that proper systems and procedures are in place to support processing.
Stays current with payroll processing trends, ensuring departmental operations and philosophies remain relevant. Monitors payroll tax regulations and industry trends through review of industry publications and online resources, providing recommended actions as necessary to senior management.
Acts as administrator of payroll system modules, including general ledger interface and maintains department business continuity plan.
Oversees account reconciliations related to payroll processing, including operating cash account. Works closely with accounting and third-party payroll system provider to resolve outstanding items and out-of-balance situations.
Prepares annual compensation exhibits for financial statement disclosures, tax reports, annual census report and worker's compensation reports.
Acts as a liaison with the business units and produces monthly payroll reports for financial purposes. Responds to payroll-related requests and matters.
Performs other duties as assigned.
Complies with all policies and standards.
Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.
Qualifications
Bachelor's Degree In Accounting, Business Administration, Human Resources or related field or commensurate experience in a lead/managerial position in Payroll, Finance/Accounting or HRIS Administration - Required
Proven experience supervising or mentoring individuals, including providing direction, coaching and effective feedback to team members. - Required
Demonstrated experience in customer service, identifying problems/issues, and providing and initiating effective resolutions. Must provide examples of strong negotiation skills. - Required
Proven experience coordinating multiple assignments and completing assigned tasks accurately and on a timely basis. - Required
Demonstrated experience working independently. Experience must include identifying and resolving problems where independent decision-making and initiative were demonstrated. - Required
Demonstrated knowledge of payroll, personnel and benefit policies, procedures and workflow. Required
Demonstrated knowledge of payroll accounting. Required
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Required
Proven ability to keep information confidential. Required
Demonstrated professional demeanor when handling demanding situations. Required
Proficient in payroll software, preferably ADP. Required
Working knowledge of Microsoft Office Products. Required
Certified Payroll Professional (CPP)-APA - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyDirector, Pooled Plans Account Management (Remote)
Remote or Knoxville, TN job
Job Family
Account / Relationship Management
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Director, Pooled Plan Account Management is responsible for the leadership and direction of the account management teams providing service to retirement plan sponsors, advisors and TPAs within the pooled plan market segment. This leader will work closely with our Client Executives and internal service teams to maintain client satisfaction, drive client loyalty and develop retention strategies.
Responsibilities
Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS).
Oversee client relationships within assigned accounts.
Maintain high levels of client loyalty and retention within assigned accounts.
Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention.
Develop strong relationships with clients and intermediaries to ensure client satisfaction.
Ensure compliance standards are sustained across entire team.
Develop service & retention strategies.
Drive new business acceptance, client re-pricing and fee waiver processes.
Set department/team goals and priorities.
Qualifications
Bachelor's degree in business or related field, or equivalent work experience.
15+ years of retirement industry experience.
10+ years of management experience.
Expert knowledge of financial analytics, service metrics and quality indicators.
Leadership skills to manage complex relationships, empower teams and drive accountability at all levels.
Critical thinking and decision-making skills to manage multiple projects.
Communication skills to interact with all levels of the organization.
Adaptable to change and able to lead others through change processes.
Preferred Qualifications
MBA
FINRA Series 6
ASPPA certifications
Working Conditions
Remote or Hybrid office environment (Tuesday-Thursday)
Compensation
The Salary for this position generally ranges between $135,000 - $175,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion.
Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyExperienced Insurance Sales Producer | Remote- OK
Remote or Oklahoma City, OK job
Job Description
The Opportunity
Brightway Insurance is seeking a highly motivated and results-driven Experienced Remote Insurance Sales Producer to join our Oklahoma City team. In this role, you'll be responsible for providing exceptional customer service, analyzing insurance needs, and recommending suitable insurance policies to clients. This is a fully remote sales-oriented role that requires excellent communication and negotiation skills. Applicants are required to live within a commutable distance to the OKC office for occasional meetings with underwriters and/or carrier representatives. All leads provided.
Responsibilities
Quote and sell auto, home and commercial insurance products to potential clients
Build and maintain strong relationships with clients to ensure customer satisfaction
Analyze clients' insurance needs and provide appropriate recommendations
Explain policy details, coverage limits, and exclusions to clients
Assist clients in completing insurance applications and necessary paperwork
Process policy changes, endorsements, and claims accurately and efficiently
Stay updated on industry trends, regulations, and changes in insurance policies
Collaborate with underwriters to negotiate terms and conditions for policies
Minimum Required Qualifications
A valid Oklahoma Property and Casualty insurance license - required at time of application
1-3 years of Insurance Sales Experience
Excellent interpersonal and communication skills
Strong analytical skills with the ability to analyze data and make informed decisions
Compensation
Base Pay: $45-50K annually, PLUS commission (*base pay determined by years of experience, education and certifications.)
Average 1st year TOTAL earnings ranges from $50K-$75K+through a combination of guaranteed base pay and commission.
Benefits and Perks
Comprehensive training program provided
Paid time off for vacation and personal days
If you're a motivated individual with a passion for sales and helping others, we encourage you to apply. Join Brightway today and take the next step in your career!
Retirement Plan Specialist-Financial Counselor (Remote)
Remote job
Job Family
Internal Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.
Job Description
Responsibilities
Provide general product information to customers making inquiries via phone and email.
Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).
Learn all systems and products, including applicable regulations and compliance guidelines.
Complete training and development programs to prepare for licensing
Learn financial planning concepts, tools, and compliance requirements.
Document activities in Salesforce and other customer relationship management (CRM) systems as required.
Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.
Provide operational and administrative support to the Advice Center sales team.
Qualifications
Bachelor's degree in a business related field or equivalent experience
One year of experience in the financial services industry
Basic knowledge of financial products
Customer service, interpersonal and listening skills to effectively communicate and earn trust
Excellent written and oral communication and presentation skills
Proficiency using MS Office
FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
Life license or obtain within 60 days
FINRA Series 65 or obtain within six to 12 months
Preferred Qualifications
Life license
Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Working Conditions
Remote (Field/Travel) Environment
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Total Compensation for this role is estimated to be $55,350 - $60,750 per year.
Base Compensation:
The salary for this position ranges from $40,000 to $45,000 annually.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.
Commissions:
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
This role provides a guaranteed floor of $1000 each month for the first 6 months.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyOperational Excellence Lead
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
Responsibilities
What you will do:
Facilitates the development and application of OpEx tools, processes and systems to grow the competency of business associates. This includes providing OpEx training and leading improvement events (Kaizen).
Builds and maintains trust and credibility with associates at all levels by exhibiting and coaching W&S Principles and OPEX practices.
Coaches Leaders, Managers, and Associates on the importance (Why) and use (How) of OpEx systems, processes, and tools to develop a culture of operational excellence.
Guides OpEx maturity in the business with a hands-on approach to development and sustainment of tools, processes and systems.
Identifies and leverages best practices within the business and Enterprise to support ongoing development of OpEx. Documents lessons learned and incorporate into the local business as appropriate.
Manages OpEx Improvement tools, including Assessment Gap Plan and CI Roadmap, to drive business performance.
Performs reporting and development activities as required by the PROSPER team.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree or commensurate experience - Required
Typically requires five years of business experience in service industry. - Required
Typically requires two years of experience utilizing continuous improvement tools (e.g. Lean, Six Sigma, etc.) to improve process efficiency and deliver customer value. - Required
Demonstrated influence with leaders and associates, including gaining the confidence and trust of others, sharing ideas in a compelling manner that gains commitment from others, and finding common ground and acceptable alternatives that satisfy the needs of multiple stakeholders. - Required
Proven outstanding communication skills, including listening, presenting, speaking and writing, adjusting communication content and style to meet the needs of diverse stakeholders. - Required
Demonstrated strong critical thinking skills with the ability to conceptualize, analyze, synthesize, and evaluate data and information to draw accurate conclusions and make sound decisions. - Required
Proven organizational courage to hold peers and others accountable for results. - Required
Demonstrated strong customer focus and work ethic. - Required
Demonstrated leadership skills, including providing direction, influencing and guiding team members to a recommended course of action. - Required
Demonstrated history of executing with urgency, proficiency and passion. - Required
Working knowledge of Microsoft Office products. - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Occasional after-hours work needed
Travel Requirements:
None
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Auto-ApplyPart-Time Kitchen Porter (11am - 3pm shift)
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Works in the dish room, covers shifts and assists the Kitchen Steward as needed. Cleans, sanitizes and stores all dishes, pots, pans, utensils and major equipment in the Cafeteria. Performs other general cleaning according to a daily Sanitation Log. Under direct supervision, is responsible for making a limited range of decisions, escalating to Lead worker and updating management as necessary. Responsibilities What you will do:
Rotates among six dish room positions according to the daily rotation schedule, and cleans, sanitizes and returns dishes into service.
Disassembles trays from the trayveyor and prepares them to be cleaned.
Runs dishes, trays and utensils thru the dishwasher and returns them into stock.
Cleans and sanitizes dish room, trayveyors and surrounding areas.
Performs all of the pot washer tasks according to the daily rotation schedule.
Prepares all pots, pans, trays, utensils, etc., washes them in the pot washer and ensures sanitary conditions.
Returns all clean items to their proper storage place.
Cleans and sanitizes all major pieces of cooking equipment and drain pans in the Cafeteria.
Performs daily, weekly and monthly maintenance on the pot washer.
Organizes and maintains par levels in the chemical closet for cleaning chemicals, supplies and personal protection equipment according to Western & Southern (W&S) standards.
Cleans and sanitizes tables, shelves, sinks, refrigerators and freezers completing Utility Sanitation Log daily.
Performs other cleaning tasks as assigned by the Lead worker.
Removes, cleans and replaces ventilation filters, and cleans exhaust hood systems and stainless steel skirts.
Empties garbage cans and prepares recycling for transport to the dumpster.
Sweeps, mops and cleans kitchen floors daily.
Completes Sanitation Log daily and ensures that all tasks are completed and any maintenance issues are recorded in the log.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
High School Diploma High school diploma or GED. (Required)
Proven experience handling multiple duties and completing assigned tasks accurately and timely. (Required)
Must cite examples of experience in planning, executing and maintaining a project from start to finish. (Required)
Demonstrated experience adapting and demonstrating flexibility associated with changes to policies, procedures and processes.
Proven ability to understand and follow directions.
Demonstrated ability to handle effectively routine situations while maintaining high volumes of work.
Proven examples of dependability and dedication to work processes.
Work Setting/Position Demands:
Ability to continuously stand , walk, reach, bend, push, pull, climb, balance, stoop, kneel, crouch, crawl, extend hands and arms in any direction, lift including lift a maximum of 35 lbs. frequently unassisted and 50 lbs. assisted.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats. Read and respond to email.
Ability to make substantial repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.
Frequent exposure to noise, dirt, odors, temperature extremes, and potentially hazardous tools and equipment.
Demonstrated ability to follow direction independently.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyOn Call Security Officer
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Protects Company associates from bodily harm and Company property from loss by fire, severe weather, burglary or vandalism. Performs various security duties. 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. Responsibilities What you will do:
Is vigilant and observant while stationed at guard stations in lobbies and service street according to schedule.
Unlocks and locks doors to buildings at the beginning and end of regular work days.
Monitors alarm system, surveillance equipment and radios.
Makes required patrols inside and on the perimeter of Western & Southern Financial Group property.
Acts within established procedures to protect personnel and property.
Assists in familiarizing new associates with routines and procedures.
Maintains records, and makes written reports.
Maintains professional appearance.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma or GED - Required
Proven experience with a state, county or municipal police agency or private police training. - Required
Proven ability to prepare correspondence, reports and forms using a prescribed format and conforming to proper rules of punctuation, grammar, diction and style -
Demonstrated ability to define problems, collect or interpret data, establish facts and draw valid conclusions. -
Proven experience making sound decisions and using good judgment in day-to-day responsibilities and in emergencies. -
Possesses and displays excellent verbal and written communication skills with proven ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. -
Willingness to work any shift and make interior and exterior patrols by foot. -
Requires visual acuity to be observant to conditions and situations necessary to maintain the security of Company premises and to read a variety of correspondence, reports and forms. -
Physical capability is required to stand and walk for extended periods of time. Requires ability to climb steps, reach, bend, kneel and crouch as well as defend one's self against attack. Must be able to lift a maximum of 25 pounds. -
Must be able to hear auditory alarms and observe closed-circuit security monitors. -
Required to dress professionally and maintain Company-furnished uniforms. -
Working knowledge of word processing applications -
Must possess or be willing to obtain Private Police Certification from the state at the first available class offered Upon Hire - Required
Work Setting/Position Demands:
Works in both indoor and outdoor environmental conditions. Position is required to remain in a continuously stationary position (sitting or standing) for long periods of time while working at a desk, on a computer or with other office and security equipment and while on foot patrol.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires visual acuity to be observant to conditions and situations necessary to maintain the security of Company premises and to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Physical capability is required to stand and walk for extended periods of time. Requires ability to climb steps, reach, bend, kneel, crawl and crouch, use hands and arms to grasp, hold, push, use a computer and security equipment as well as defend one's self and others against attack. Must be able to lift a maximum of 25 lbs.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyGarage Attendant
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis Responsibilities What you will do:
Performs security patrols and keeps unauthorized persons out of garage.
Continuously monitors CCTV (security cameras).
Collects parking fees from public.
Collects, retains and re-issues executive car keys.
Drives Company cars and trucks for business-related reasons.
Answers phone and takes messages.
Checks for parking tags, improperly parked vehicles, vehicles left running, lights left on, flat tires, etc.
Counts money and tickets, records amount of each and deposits cash in safe.
Assists Company associates with minor car problems.
Cleans and keeps garage, offices, elevators, stairs, washrooms and outside areas in orderly condition; removes trash and snow; paints. Performs hosing with high-pressure water and vacuums floors.
Works as a safety monitor between associates in vehicles leaving the garage and pedestrians.
Unlocks and opens garage on morning shift and locks and closes garage on evening shift.
Use brushes and power washing equipment to clean the exterior of vehicles to include the rims.
Dry the exterior of vehicles after cleaning.
Vacuum and clean car interior, including floor mats and seats.
Clean windshield and windows thoroughly.
Check fluid levels and document anything used.
Perform light vehicle maintenance tasks.
Fill vehicles with gas and document as required.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Or GED - Required
Proven basic experience handling money, cash registers and calculator. - Required
Demonstrated experience effectively handling customers and providing excellent customer service - Required
Must provide examples from work experience demonstrating flexibility to meet department and customer needs - Required
Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail. Expected to cite examples of establishing priorities for workload demands. - Required
Demonstrated ability to carry and utilize two-way radio, using proper radio etiquette. Required
Proven ability to read and comprehend written and oral instructions. Required
Demonstrated ability to effectively interact and communicate with all levels of staff and management. Required
Demonstrated ability to maintain professional appearance. Required
Basic working knowledge of computers with the ability to retrieve and send emails Required
Work Setting/Position Demands:
Demonstrated ability to walk, stand, stoop, reach, bend, kneel, crouch, crawl, push, balance, climb and lift on a regular basis. Some walking and standing for long periods during shift. Frequently lifting objects up to 50 pounds unassisted and over 50 pounds assisted. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Performs repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.
Works in both indoor and outdoor environmental conditions.
Exposure to noise, dirt, odors, temperature extremes and potentially hazardous tools and equipment.
Must be able to safely use manual tools and power equipment common in the construction trades. Must be able to handle hazardous materials safely and tolerate exposure to electrical hazards as well as environmental hazards such as molds and various solvents.
Extended hours required during peak workloads or special projects/events.
Valid Driver's License with a safe driving record
Travel Requirements:
None
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Auto-ApplyAI Developer III
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
We are seeking a high-impact Senior AI Developer who combines hands-on GenAI development expertise with deep curiosity and a strong focus on business outcomes. This role centers on building and evolving Retrieval-Augmented Generation (RAG) applications that integrate knowledge from documents, databases, and services to solve real problems across the enterprise. The ideal candidate will have full-stack development experience, with strong proficiency in Python, SQL, and React. Deep familiarity with LLM prompting best practices is expected. They are driven by an instinct to explore-constantly staying attuned to evolving capabilities such as Anthropic's Model Context Protocol (MCP), Gemini, or OpenAI's expanding toolsets and quickly translating that insight into tangible experiments and working features. Success in this role requires close engagement with business partners to extract and shape problems, the ability to mentor and elevate junior developers through shared practices and design patterns, and a strong sense of ownership from prototype through to production. This is a role for someone who thrives in ambiguity, delivers with intent, and believes GenAI can change how people work. A can-do attitude, strong communication skills, and a passion for problem-solving are essential. We view the advancement of AI as critical to enhancing employee experience, improving productivity, and driving business growth across the enterprise.
Responsibilities
What you will do:
Building the components of RAG-based applications, end-to-end.
Working in Agile methodology within cloud-based development environments such as Azure or AWS
Stay actively engaged with the rapidly evolving LLM ecosystem, including models, APIs, orchestration patterns, and frameworks like Anthropic MCP, Hugging Face, LangChain, etc
Working with technology and business teams to understand business challenges and ways that GenerativeAI can assist
Building and maintaining enterprise-grade automation with high security, performance, and resiliency
Demonstrate a strong bias toward delivery, owning outcomes from prototype to production while mentoring and uplifting other developers through best practices and shared tools.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree - Required
Master's Degree - Preferred
Typically requires five or more years of experience in developing and deploying AI, NLP, or ML software systems - Required
Advanced understanding of data structures, algorithms, databases - Required
Expertise in full-stack development, with a strong portfolio of enterprise-grade solutions - Required
Proficiency in programming languages such as Python, JavaScript, or C#
Mastery of AI frameworks such as TensorFlow, PyTorch, or Hugging Face
Demonstrated experience leading cross-functional technology initiatives
Strong strategic thinking, leadership, and communication skills
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyService & Sales Associate
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
The Customer Service & Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.
Responsibilities
What you will do:
Utilizes professional license, training and experience to provide advice and make informed life insurance and/or annuity recommendations for new and/or existing customers based on client needs.
Prepares illustrations associated with approved life insurance applications using data entry points that match the approved application.
Provides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary.
Reviews, researches, and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat.
Conducts follow-up calls to provide additional information and/or assist with application completion as necessary.
Answers telephone calls from current customers regarding policy status information and provided instructions to initiate a change or transaction. This includes caller verification following documented business process and providing information that is documented and does not require independent decision making.
Conducts outbound calls to existing customers for non-sales purposes. This could include verifying/confirming information, obtaining instructions regarding an in-house service request, and premium due reminders.
Processes service transactions using prescribed administrative systems or peripheral systems. This could include address changes, ownership changes and disbursement requests. Transactions are keyed following documented procedures. Errors or unexpected results must be identified and escalated to manager.
Processes new business applications. Responsible for following business process rules and state specific rules that are documented. Identifies when application is not-in-good-order and takes appropriate steps to remediate. Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date.
Indexes documents in imaging workflow system to accurately identify the document type. Follows procedural documents to enter data such as policy number, customer name, source of business, form type and other key identifiers
Completes business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma or GED (Required)
Bachelor's Degree (Preferred)
Ability to consistently work scheduled shifts as assigned
Demonstrated flexibility and ability to easily shift based on business need as required
Excellent verbal communication skills
Keyboarding skills with attention to detail and high accuracy
Ability to follow documented procedures and execute transactions according to steps identified with low need for assistance
Ability to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly.
Proficient in outlook, word, excel, access database.
Life and Health Insurance License in home state within 45 days (Required)
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyProperty Manager
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
The Multifamily Property Manager is an experienced and polished professional who oversees daily operations at a boutique luxury apartment building. This is more than a traditional property management role - the ideal candidate brings a refined, service-oriented approach akin to that of a high-end hotel concierge. As the face of the property, the Multifamily Property Manager delivers exceptional resident experiences while ensuring operational excellence for Eagle Realty Group.
Responsibilities What you will do:
Serve as the primary point of contact for residents, delivering concierge-level service with professionalism, discretion, and attention to detail.
Maintain an impeccable standard of property presentation, from common areas to back-of-house operations.
Anticipate and fulfill resident needs, handling special requests, coordinating services, and resolving concerns with urgency and grace.
Oversee all aspects of day-to-day property operations, including maintenance, cleanliness, safety, and vendor coordination.
Manage leasing activity as needed, including tours, application processing, and move-in/move-out coordination.
Monitor and manage the property's operating budget, rent collections, and expense control to meet financial goals.
Maintain strong relationships with third-party vendors and contractors to ensure quality service delivery.
Ensure compliance with all applicable laws, regulations, and property policies.
Conduct regular property inspections and proactively identify maintenance needs or service gaps.
Maintain accurate resident records, lease files, and reports using property management software.
Coordinate and manage community events or lifestyle programming to enhance the resident experience.
Lead and mentor the team, providing guidance, training and support to ensure the successful completion of daily tasks and overall team development.
Performs other duties as assigned.
Complies with all policies and standards.
Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.
Qualifications
High School Diploma Some college coursework or equivalent combination of professional experience in property management, hospitality, or customer service. - Required
Typically having 5+ years of experience in luxury residential property management, hospitality, or a related field. - Required
Hospitality industry background or concierge experience. - Preferred
Proven ability to cater to a high-end clientèle with poise, diplomacy, and a solutions-driven mindset. Required
Strong organizational skills and keen attention to detail. Required
Excellent communication and interpersonal skills. Required
Working knowledge of property management software (Yardi) and Microsoft Office. Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Associate must be able to travel via car
Occasional after-hours work needed
Valid Driver's License with a safe driving record
Travel Requirements:
5% travel Local travel for property related errands as needed.
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Auto-ApplyAssociate Actuary
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.
Responsibilities
What you will do:
Develops actuarial and mathematical models, and determines assumptions to be used within models and communicates the results obtained from the models.
Supports other departments in understanding technical concepts and improving their operational efficiency.
Knows and understands the goals and perspectives of Insurance Operations, Information Technology, Filing and Compliance, Corporate Accounting and Planning, senior management, industry rating agencies and the various state insurance departments.
Knows and understands Western & Southern Financial Group (W&SFG) products, markets and marketing strategies. Understands each business unit's goals and perspectives.
Understands core actuarial and accounting principles such as STAT and GAAP valuation concepts, DAC amortization and RBC.
Proposes creative compromises to conflicting goals of accuracy, precision and deadlines.
Develops rapport and trust with various departments in the Company to determine mutually acceptable solutions to problems.
Develops and provides actuarial and mathematical modeling tools, information and analysis to assess profitability and risk of products in-force or under development, asset/liability management, contract holder behavior, expenses, reserves, taxes and other risk analysis.
Provides solutions to problems encountered in implementing products and financial reporting systems.
Designs reports to obtain data for product development, cash-flow testing, financial reporting, forecasting, valuation and other reporting requirements.
Assists with product design.
Prepares a list of criteria to test administrative and illustration systems.
Writes actuarial memorandums and certifications required for filing new products, valuation and reserve adequacy, and answers questions from state insurance departments.
Acquires an in-depth understanding about the topic to which a particular project relates, in order to apply appropriate methods and analysis to this and future projects, while meeting the current project deadline.
Documents projects in writing in accordance with established guidelines.
Complies with standards declared by the Actuarial Standards Board and other applicable bodies (SEC, Accounting Standards Board, etc.) as well as the requirements of state and federal regulation.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Bachelor's Degree In mathematics or related field. (Required)
Proven mastery of responsibilities and competencies of the Assistant Actuary position.
Demonstrated creativity, judgment, decisiveness, problem-solving skills and time management skills. Proven examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve.
Proven examples of working under multiple deadlines with minimal supervision. Must cite examples of successfully organizing and effectively completing projects where given little or no direction.
Expert in spreadsheet, database and mainframe applications.
Proficient in word processing.
Proficient in actuarial software packages such as those used for valuation (ARCVAL), experience studies (ARCBase), and pricing and projections (MG-ALFA).
Member of the American Academy of Actuaries (MAAA). Upon Hire (Required)
Associate of the Society of Actuaries (ASA) Upon Hire (Required)
Actively pursuing FSA or other insurance industry designation (FLMI, CLU, etc.). Upon Hire (Required)
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplySenior Life Insurance Underwriting Consultant
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant.
Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the underwriting process, which includes financial needs, insurable interests, avocations and occupations along with a comprehensive knowledge of the company's products and procedures.
Concurs on cases that are over the Underwriters' limits of authority; the Senior Underwriting Consultant will be responsible for the final approval of these cases. Reviews the cases of the Underwriters to determine the quality of the work and any developmental needs. Responsibilities What you will do:
Independently determines the extent of the risk to the Company and assigns a classification.
Independently evaluates underwriting requirements through a variety of correspondence, reports and forms.
Determines if additional underwriting requirements in excess of the regular requirements (i.e., age/amount requirements) are needed.
Makes underwriting decisions that produce claim results within the Company's mortality expectations.
Determines appropriateness of applied coverage (i.e., sufficient financial justification, appropriate insurable interest).
Concurs on cases over the Underwriters' limit of authority.
Completes file reviews on the Underwriters.
Complies with federal and state rules and regulations (i.e., MIB, Fair Credit Reporting Act, blood testing, Replacements, 1035 Exchanges, etc.).
Communicates with field force, vendors, reinsurers, various Home Office associates, etc.
Underwrites policy changes, reinstatements, rate reduction or removal.
Gives proper direction to the New Business support staff and Underwriters.
Serves in the lead position for the team on a periodic basis, communicating workflow to the group and other teams.
Effectively works within a team composed of associates who are at various levels of experience and expertise in addition to various job levels.
Periodically prepares procedures to be used in work-related procedural and training manuals, and also prepares formal reports in conjunction with department projects.
Mentors underwriters regarding cases, customer service, relationships with agents and technical skills. Develops and presents structured job-specific training as management directs, applying appropriate adult-learning principles.
Shares prepared cases studies with underwriting staff in order to develop the skills of the entire group.
Maintains confidentiality of information including sensitive medical, financial, personal and payroll information.
Makes presentations to sales schools and at seminars regarding underwriting practices.
Builds relationships with peers within the industry to share best practices and benchmark underwriting guidelines.
Collaborates with AVP & Chief Underwriter, Chief Underwriter and Medical Director on special projects.
Acts as backup to AVP & Chief Underwriter or Chief Underwriter as needed.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
College degree or relevant underwriting experience (Preferred) and
LOMA 280, 290, 311, 320, ACS-100 (Designation), ALU-1, ALU-2, FALU and/or CLU Designation and/or commensurate experience as outlined in the selection criteria section. (Required)
Demonstrated experience evaluating risk and insurability on large face amount cases. (Required) and
Proven experience working in a customer-oriented field and effectively articulating information to clients in a patient and understanding manner while managing multiple tasks/issues involving clients (Required) and
Proven examples from work experience of going beyond the call of duty to assist team members. (Required) and
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. (Required)
Demonstrated knowledge of medical terminology.
Proven ability to successfully portray strong financial and medical underwriting skills.
Demonstrated strong negotiation skills and experience “selling” adverse decisions to producers in a clear, concise and positive manner that leaves producers feeling good about the decisions.
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolution.
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
Proven examples of handling difficult situations effectively while maintaining high volumes of work.
Demonstrated ability to show leadership within a work group and mentor associates with various levels of experience.
Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
Working knowledge of word processing and spreadsheet applications.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyRotational Human Resource Intern (Full Year 2026)
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Works directly with the Western & Southern Financial Group Talent Acquisition and Talent Development teams to support various daily duties and project work. This would include assisting with Campus Recruiting phone and in-person interviews, attending career fairs, scheduling events and other various talent acquisition projects. Additionally, this intern would assist with developing and designing online training, knowledge transfer projects, creating standard operating procedures, and various other talent development communications and projects. Responsibilities What you will do:
Talent Acquisition Duties:
Attends hiring manager recruiting meetings.
Screens resumes and applications.
Completes phone screens, in-person interviews, and follows up with hiring managers.
Supports efforts to attract talent, promote our internship program and talent brand.
Sources candidates from targeted universities through personal interactions/connections and through online sources (LinkedIn, Handshake, posting boards).
Responds to emails from the Intern Program QA inbox.
Attends and assists with career fairs.
Helps the Campus Recruiter(s) prepare and schedule campus events (info sessions/table talks).
Assists with various Talent Acquisition initiatives and projects.
Updates Campus Recruiter Standard Operating Procedure (SOP) Binder.
Partners with Public Relations to create social media posts and campaigns.
Assists in the coordination and planning of summer intern engagements.
Conducts student recruitment campaigns to prepare for the fall season.
Attends committee meetings and assist with planning of special events for CINC, IT Intern Summit, etc.
Talent Development Duties:
Assists in designing, developing, and implementing online training content to upskill internal sales associates in Salesforce using the ADDIE instructional design model.
Assists with knowledge transfer (KT) projects using established 4-step process. In partnership with KT consultant, meets with business leaders to define scope, facilitates meetings, and executes on all phases of the KT plan.
Assists Sr. Knowledge Services Consultant in researching additional knowledge management solutions (e.g. hackathons, documentation management), presenting best practices, and formulating implementation plan.
Assists in the creation and updating of SOPs/job aids/manuals for internal TD use and for enterprise-wide use, including skills sensing, check-ins, Enterprise Hall technology, and others.
Assists TD team with coordinating and staffing learning events, including: Hub events, EEP pop-up shops, knowledge cafes, IT LDP, etc. Responsibilities include scheduling, publishing marketing material, setting up technology, socializing with WSFG associates at events and promoting TD initiatives/programs.
Researches and assists in the evaluation and selection of learning content from a variety of vendors for use in learning journeys and consultations.
Assist in the coordination with all members of TD to stay apprised of upcoming communications (emails, Snapshots, etc.) and updating the HR communication calendar on behalf of TD. Attends HR communications calendar meetings on behalf of TD. Reports back to TD with other HR communications that could impact TD.
Assists TD Coordinator in managing the LMS, including testing new configuration, revising existing configuration, and creating/updating SOPs. Creates playlists, curricula, assignments, and reports in LMS.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Enrolled in college-level curriculum and program and working towards a degree in Human Resources, Business or related degree program. - Required
Must be detail-oriented, organized and demonstrate ability to work independently. Required
Demonstrates strong written and verbal communication skills. Required
Proven strong analytical and research skills. Required
Demonstrates a desire for continuous learning and improvement. Required
Proven ability to take initiative. Required
A proven ability to maintain a calm and professional demeanor when interacting with others. Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyProject Management Office Project Manager II
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Responsible for the day-to-day coordination and completion of enterprise level projects within Western & Southern Financial Group (WSFG) using a combination of disciplines (process, change, and business, technical). Manages a variety of medium to large scale, Enterprise-wide initiatives simultaneously while serving as the single point of contact for those initiatives. Leads/coordinates all aspects of projects including but not limited to planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management, and quality management through all portions of the project and development lifecycles such as ideation/conceptualization, rationalization/prioritization, requirements, design, build/configuration, testing, documentation, training, deployment, stabilization, and closure. Sets deadlines, assigns responsibilities/tasks, and monitors and summarizes progress of their assigned projects. Responsible for ensuring that project results meet requirements regarding quality, reliability, schedule and cost. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project goals and requirements are met and relies on extensive experience and judgment to plan and accomplish goals. Must be familiar with the system scope and project objectives, as well as the role and function of each team member, in order to effectively coordinate the activities of the team. Typically reports to the PMO Director. Responsibilities
What you will do:
Submits Project Change Control Requests when revisions to scope, schedule and/or budget are required. Makes recommendations to Program Managers on program-related change requests.
Prepares Project Status Reports and provides regular status updates to Program Managers, clients, and stakeholders. Acts as a liaison between the business customer and project team(s) by building cooperative, constructive, effective relationships.
Conducts project meetings and is responsible for project tracking and analysis. Performs administrative duties commensurate with the requirements of the organization including data gathering, metrics, and reports, and is accountable for the management of the supporting project budget. Accountable for the successful delivery of assigned projects following established PMO and quality standards/guidelines and provides a single point of contact for those projects. Reviews and ensures that all assigned projects are delivered within the defined scope, quality, time and cost requirements.
Facilitates quality systems, continuous process improvement, and project-related change management in accordance with the needs of the organization.
Assists as appropriate in the development of all program/project requirements (functional and non-functional) for customers and ensures the implementation of strategies and initiatives to effectively meet or exceed business requirements and customer expectations.
Coordinates resource feedback discussions with and provides resource feedback to Program Leads and Program Managers.
Manages project-level assumptions, risks and issues to ensure clarity around the challenge, the impact, and the action plan, providing direction/guidance as needed.
Manages medium- to large-sized projects from concept through closure ensuring major project activities, milestones and deliverables are planned and tracked and progress is accurately reported using the standard Project instrumentation (project plan, status, assumption, risk and issue log, change control log, budget/estimates, resource plans, funding requests, etc.). Manages Project Plan to ensure that deliverables are on track by providing guidance to team members around assignments, tasks, priorities, and timeframes. Drives plan refresh activities based on direction from Program Manager and input from Program and Project Leads, and updates Project Plan in alignment with the overall Program Plan.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree In Business, Finance or IT is preferred or commensurate experience. - Preferred
Demonstrated experience setting goals and successfully implementing and achieving goals. Cite examples managing multiple project assignments simultaneously. - Required
Proven work experience influencing and directing others to initiate a recommended course of action to solve a problem or increase efficiency. Exudes a strong sense of teamwork by working together effectively, respectfully and efficiently with all team members in a work environment. - Required
Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations. - Required
Must be able to cite examples from work experience on identifying problems, researching and quantifying the problems, and assisting in the problem solving and implementation of creative solutions. - Required
Cite examples of self-motivation and experience working under limited supervision. - Required
Demonstrated experience of going above and beyond the call of duty to assist team members. - Required
Demonstrated experience creating and working in a team culture that is committed to collaborative cross-functional relationships and service excellence. Cite examples of project team work and experience. Cite examples of motivating co-workers in difficult situations. - Required
Demonstrated experience and competence in leading project teams. - Required
Proven experience as a subject matter expert in the discipline of project management. - Required
Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Must cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. Cite examples of successful organizing and effectively completing project assignments. - Required
Minimum of 8 years of professional business and/or IT experience. - Required
MS SharePoint and Access experience - Preferred
Demonstrated use of strong listening and communication techniques and presentation software.
Possesses and displays excellent verbal and written communication and presentation skills with experience conveying information to internal and external customers in a clear, focused and concise manner.
Proven ability to effectively interact and communicate with all levels of staff and management
Demonstrated ability to function on a project level, on application and technical projects. Cite examples.
Demonstrated adaptability when required to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change given little or no supervision/direction. Cite examples.
Minimum 40 hours of PM-related professional development in the past 4 years.
Proven skills in documentation, spreadsheet and database applications.
Proficient in Microsoft Office (Excel, Access, Word, Visio, PowerPoint).
Certified in Business Analysis -PMI Upon Hire - Preferred
Certified Project Management Professional (PMP)-PMI PMI Agile Certified Practitioner (PMI-ACP) designation Upon Hire - Preferred
An insurance-related certification (e.g., FLMI, CLU or related industry designation) is not required but helpful. Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplySales Representative
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
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.
Responsibilities
What you will do:
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern 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. Proactively follows up on any potential sale by generating application packets to be sent to the current or prospective client.
Develops new clients through leads, personal contacts (natural market) and referrals, including home office associates.
Conducts follow-up calls to provide additional information and/or assist with application completion as necessary. Conducts periodic reviews of coverage, and provides service and consultation when appropriate.
Responsible for persistency and growth of business by establishing rapport, utilizing integrity selling, conducting needs analysis as necessary and making recommendations in the best interest of the client.
Proactively looks for new sales opportunities, recognizes any obstacles to approaching these opportunities and works with a senior sales representative and/or management to overcome these obstacles.
Implements conservation techniques to minimize the cancellation of policies. Takes personal responsibility for answering policyholders' requests, inquiries and problems in a timely and professional manner.
Stays current on all products for sale within the representative's capacity and changes in the insurance industry as it pertains to general licensing requirements.
Promptly reports client concerns and comments regarding products and processes to sales leadership.
Proactively makes suggestions for product or process improvements to better serve our clients.
Promotes and enhances a team environment, always providing what is best for the client. Cooperates with others, shares information and assists others in any way necessary to assure department goals are met.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Bachelor's Degree Or commensurate selection criteria experience. - Preferred
Demonstrated experience applying the knowledge, training and skills to uncover clients' unmet needs and effectively address client situations. - Required
Demonstrated experience working as part of a team developing cooperation and collaborative work efforts toward solutions that have benefited all parties involved. - Required
Demonstrated strong client relationship skills and experience successfully handling difficult situations while maintaining a calm and professional demeanor. - Required
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. - Required
Proven success selling life insurance, other financial services products or similar products. - Preferred
Demonstrated prior experience as an inbound or outbound representative in a call center. - Preferred
Proven success proactively learning and developing detailed knowledge of basic products. - Preferred
Proven strong work ethic demonstrated by a sound work history. - Preferred
Demonstrated use of strong written and verbal communication skills. Must be able to cite examples of when information was conveyed to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills. - Preferred
Working knowledge of word processing and spreadsheet applications. - Preferred
Working knowledge of internet and email. - Required
Must successfully pass the Life (and Health, as appropriate) licensing exams in home state within two attempts, not to exceed 45 days from the first day of employment. within 30 Days - Required
FINRA Series 6 & 63 licenses Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyTechnical Analyst - Application Systems
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Researches, analyzes, defines, designs, tests, checks and plans activities and application of new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis. Responsibilities
What you will do:
Monitors new developments in software/hardware marketplace. Identifies new products with potential benefit to W&SFG and conducts in-depth research and analysis of these products. Demonstrates the applicability of tools in real-world applications.
Monitors emerging technology trends (mobile computing, imaging, client/server, data warehousing, object oriented design, etc.). Investigates their use in W&SFG and recommends adoption of new technologies/methodologies when appropriate.
Assists other programmers in becoming productive with new tools and techniques, through formal training, one-on-one mentoring and problem-solving assistance.
Provides “swat team” style support to development projects, by resolving problems of the most complex, technical nature. Ensures projects remain on track with very aggressive schedules.
Develops standards/guidelines that influence implementation of new technologies throughout W&SFG development staff.
Develops common, reusable code shared by developers throughout W&SFG.
Engages in research, definition, design, development, testing, checkout and debugging of new systems, new technologies and/or major systems' improvements; frequently handles or directs projects, from research to implementation.
Designs elements of new systems and major modifications with consideration for the elements of time, cost, controls and flexibility. Assures that programming and JCL are hardware efficient; utilizes all programming tools effectively. Directs walk-throughs and program inspections.
Functions as a coordinator of activities within and between programming departments and/or between operating departments and programming departments.
Provides high-level technical and application problem analysis.
Evaluates and determines feasibility of proposed projects and evaluates new software packages in terms of costs, resources required, systems compatibility, etc., and makes recommendations.
Provides training and/or advice to Programmers, Systems Managers, Department Management or Operating Department personnel on technical topics, systems definition and new productivity products.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree Or commensurate selection criteria experience. - Required
Proven extensive programming experience in a system/application programmer role. Cite examples of multiple programming projects and technical programming skills. - Required
Demonstrated experience effectively handling customers and providing excellent service. - Required
Demonstrated experience working effectively within a team. Cite examples of motivating co-workers in difficult situations. - Required
Proven ability to provide both technical and application training and mentoring to other programming/technical staff.
Demonstrated ability to function on a project level, on application and technical projects, with little or no supervision.
Demonstrated adaptability when required to adjust to multiple demands, shifting priorities, ambiguity and rapid change. Cite examples.
Demonstrated experience setting goals and successfully implementing and achieving goals. Cite examples of seeking to improve business and technical processes.
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Cite examples of good decision-making skills when dealing with multiple alternatives.
Must provide examples of working under multiple deadlines and minimal supervision. Cite examples of successfully organizing and effectively completing projects where given little or no direction.
Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
Working knowledge of word processing, spreadsheet and database applications.
Proven skills in working in all aspects of a mainframe/communications environment.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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Auto-ApplyAdvanced Internal Auditor - Information Technology
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Responsibilities
What you will do:
Performs risk-based audit procedures on scheduled audit projects in accordance with approved risk-based audit programs and in a timely, efficient and professional manner, demonstrating a working knowledge of internal control concepts for each audit project.
For assigned audit projects, clearly documents and evaluates the internal controls present in the manual and automated systems being reviewed, identifying internal control strengths and weaknesses.
Prepares audit work papers that accurately and sufficiently document audit tests performed, in accordance with departmental guidelines, i.e., Audit Procedures Manual (APM).
Consistently provides timely information to the Audit Director during the audit project regarding weaknesses noted and recommendations for corrective action.
Prepares summary memoranda, closing conference agenda, planning meeting memos, etc., that accurately describe results of tests performed, the nature of control weaknesses and exposures, and identify practical recommendations for improvements.
Completes the Internal Audit self-study program in order to gain the required knowledge of internal control concepts, audit testing techniques, data processing knowledge and financial, systems and operational audit knowledge.
Provides basic internal controls consultation to our customers as requested.
Serves as the lead in-charge auditor on small- to medium-size audit projects that have a low to medium level of difficulty and risk.
As lead in-charge auditor of a project, supervises assigned resources, general interns and staff internal auditors.
Assists external auditors and regulatory auditors in the performance of scheduled audit activities.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree In accounting, business administration, information systems, computer science or related field of study.
Demonstrated experience coordinating multiple projects/assignments (2 to 3) simultaneously and completing assigned tasks accurately and on a timely basis. Possesses strong attention to detail with excellent organizational skills. Solid project management with proven experience successfully planning, executing and maintaining a project from start to finish. - Required
Proven working knowledge of internal control concepts and risk-based audit techniques.
Demonstrated thorough knowledge of accounting. - Preferred
Proven ability to develop or adapt programs/procedures on an as-needed basis.
Proven strong analytical skills, including demonstrated experience identifying, defining and resolving problems, and collecting or interpreting data to establish facts and draw valid conclusions.
Demonstrated strong verbal and written communication skills with demonstrated success interpreting and communicating business needs between internal groups and external vendors in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. Will be expected to provide examples of written audit reports.
Proven progressive risk-based integrated auditing experience in a “Big Four” public accounting firm or a Fortune 500-type company. - Preferred
Proficiency in the use of Microsoft Office (Word, Excel, Access, Visio).
Exposure to automated systems, including mainframes and Local Area Network- and Wide Area Network-based applications.
Exposure to automated auditing tools, including ACL, Easytrieve Plus, etc. - Preffered
Certified Internal Auditor (CIA) Candidate for certification Upon Hire - Preferred
Certified Information Systems Auditor (CISA) Candidate for certification Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
5% travel Less than 5% travel required annually.
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Auto-ApplyProject Management Intern (Full Year 2026)
Gerber Life Insurance In Fremont, Michigan job in Cincinnati, OH
Overview Responsible for the coordination and completion of enterprise-level projects within Western & Southern Financial Group Group (W&SFG) using a combination of disciplines (process, change, and business and technical). Manages one to multiple small- to medium-scale work efforts simultaneously while serving as the single point of contact for those efforts with minimal assistance. Leads/coordinates all aspects of the initiatives, including but not limited to planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management, and quality management through all portions of the project and development lifecycles such as indeation/conceptualization, rationalization/prioritization, requirements, design, build/configuration, testing, documentation, training, deployment, stabilization and closure. Responsible for ensuring that work initiative results meet requirements regarding quality, reliability, schedule and cost. Sets deadlines, assigns responsibilities/tasks, and monitors and summarizes progress of their assigned projects. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project goals and requirements are met. Must be familiar with system scope and project objectives, as well as the role and function of each team member, in order to effectively coordinate the activities of the team. Relies on limited experience and judgment to plan and accomplish goals. Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis. Responsibilities
What you will do:
Prepares Project Status Reports and provides regular status updates to Program Managers, clients and stakeholders. Acts as a liaison between the business customer and Project team(s) by building cooperative, constructive, effective relationships.
Conducts project meetings and is responsible for project tracking and analysis. Performs administrative duties commensurate with the requirements of the organization, including data gathering, metrics and reports, and is accountable for the management of the supporting project budget. Accountable for the successful delivery of assigned work efforts and/or projects following established PMO and quality standards/guidelines, and provides a single point of contact for those projects. Reviews and ensures that all assigned work is delivered within the defined scope, quality, time and cost requirements.
Assists as appropriate in the development of all Program/Project requirements (functional and non-functional) for customers, and ensures the implementation of strategies and initiatives to effectively meet or exceed business requirements and customer expectations.
Coordinates resource feedback discussions with, and provides resource feedback to, Program/Project Leads and Program/ Project Managers.
Manages Project-level assumptions, risks and issues to ensure clarity around the challenge, the impact and the action plan, providing direction/guidance as needed.
Manages small- to medium-sized projects with assistance from concept through closure ensuring major project activities, milestones and deliverables are planned and tracked and progress is accurately reported using the standard Project management lifecycle (project plan, status, assumption, risk and issue log, change control log, budget/estimates, resource plans, funding requests, etc.). Manages Project Plan to ensure that deliverables are on track by providing guidance to team members around assignments, tasks, priorities and timeframes. Drives plan refresh activities based on direction from Program/Project manager and input from Program and Project Leads, and updates Project Plan in alignment with the overall Program Plan.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Working toward a Bachelor's Degree In business, finance or IT is preferred; or commensurate experience. - Preferred
Demonstrated experience setting goals and successfully implementing and achieving goals. - Required
Proven work experience influencing and directing others to initiate a recommended course of action to solve a problem or increase efficiency. Exudes a strong sense of teamwork by working together effectively, respectfully and efficiently with all team members in a work environment. - Required
Demonstrated experience and competence in leading project teams. - Required
Minimum of one year of professional business and/or IT experience. - Preferred
MS SharePoint and Access experience preferred. - Preferred
Demonstrated use of strong listening and communication techniques and presentation software.
Proven excellent verbal and written communication and presentation skills with experience conveying information to internal and external customers in a clear, focused and concise manner.
Demonstrated ability to function on a project level, on application and technical projects.
Demonstrated adaptability when required to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change.
Proven strong attention to detail with excellent organization skills. Must cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate ability to plan, execute and maintain a project from start to finish.
Proven skills in documentation, spreadsheet and database applications.
Proficient in Microsoft Office (Excel, Access, Word, Visio, PowerPoint).
PMI Project Management Professional (PMP) , PMI PMI Agile Certified Practitioner (PMI-ACP) , or PMI Certified Associate in Project Management (CAPM) designation - Preferred
An insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
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