Talent.com
Western & Southern Financial Group
Service/Sales Co-Op (University of Cincinnati Students Only)Western & Southern Financial Group • CINCINNATI, OH, US
Service/Sales Co-Op (University of Cincinnati Students Only)

Service/Sales Co-Op (University of Cincinnati Students Only)

Western & Southern Financial Group • CINCINNATI, OH, US
30+ days ago
Job type
  • Full-time
Job description

Overview


The Customer Service/Sales internship handles 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.

Seeking candidates looking to explore opportunities for a contact center career or a career in the financial services industry.

Responsibilities
  • 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 High school diploma or GED; actively enrolled in their respective secondary education institution - Required
  • Demonstrated flexibility and ability to easily shift based on business need as required - Required
  • Excellent verbal communication skills - Required
  • Keyboarding skills with attention to detail and high accuracy - Required
  • Ability to follow documented procedures and execute transactions according to steps identified with low need for assistance - Required
  • Ability to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly. - Required
  • Proficient in outlook, word, excel, access database. - Preferred
  • Ability to obtain home state life & health insurance license - 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:

  • 0% travel

Western & Southern Financial Group Proprietary/Confidential: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of associates so classified, and they may change at any time.For Internal Use Only, by the Western & Southern Financial Group Family of Companies. This information is provided to Western & Southern Financial Group associates only and may not be copied or distributed outside the Western & Southern Financial Group Family of Companies.

Create a job alert for this search

Service/Sales Co-Op (University of Cincinnati Students Only) • CINCINNATI, OH, US

Similar jobs

Digital Philanthropy Center Associate (UC Student Employment) - Summer/Fall 2026

University of Cincinnati FoundationCincinnati, OH, United States
Full-time

Digital Philanthropy Center Associate (UC Student Employment) - Summer/Fall 2026.Student fundraisers in the Digital Philanthropy Center are a critical component to keeping open lines of communicati... Show more

 • Promoted

Travel Certified Occupational Therapist Assistant (COTA) - $1,569 per week in Mount Vernon, OH

AlliedTravelCareersCincinnati, Ohio, US
Full-time

Certified Occupational Therapist Assistant.AlliedTravelCareers is working with Towne U.LLC to find a qualified Certified Occupational Therapist Assistant (COTA) in Mount Vernon, Ohio, 43050!.We are... Show more

 • Promoted

Urgent Care interviews being conducted for Cincinnati

Enterprise Medical ServicesCincinnati, US
Full-time

Enjoy a well-balanced life with no call or inpatient responsibilities and flexible shift scheduling options.Priority Care location hours of operation are 12-hour weekdays and eight-hour weekends.Ce... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausFinneytown, OH, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

School-Based Therapist

FamilyCare Counseling Solutionscovington, KY, US
Full-time +1
Quick Apply

Location : Northern Kentucky Employment Type : full-time or part-time positions Requirements : Must reside in the Northern Kentucky/Greater Cincinnati area or be willing to reliably commute to Nort... Show more

Financial Solutions Advisor - Cincinnati Market

Bank of AmericaCincinnati, OH, United States
Full-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clien... Show more

 • Promoted

Residential Maid Service

ecomaids of CincinnatiCincinnati, OH, United States
Full-time

Find your next home away from home by applying to ecomaids of Cincinnati!.Is company culture important to you? .Do you prefer to have weekends off with flexible schedules? .Do you prefer All-natura... Show more

 • Promoted

Fidelitys Licensing Accelerator Program (SIE) - Covington, KY

Fidelity InvestmentsCovington, KY, United States
Full-time

Fidelity Licensing Accelerator Program.Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?.Whether you are finishing y... Show more

 • Promoted

Service Coordinator - Cincinnati, OH

Convergint Technologies, LLCCincinnati, Ohio, United States
Full-time

Convergint is looking for a full‑time, enthusiastic, results driven and forward‑thinking Service Coordinator to join our amazing culture.As a Service Coordinator, you are a part of a dynamic team t... Show more

 • Promoted

Urgent Care interviews being conducted for Cincinnati

HealthEcareers - ClientCincinnati, OH, USA
Full-time

Enjoy a well-balanced life with no call or inpatient responsibilities and flexible shift scheduling options.Priority Care location hours of operation are 12-hour weekdays and eight-hour weekends.Ce... Show more

 • Promoted

Digital Health Systems Co-op Student

UC HealthCincinnati, Ohio, United States
Full-time

Overview UC Health is hiring a Full Time Digital Health Systems Co-Op Student.Co-Op students participate in an organized co-op program sponsored by a university.The Co-op student will provide a va... Show more

 • Promoted

Fidelitys Licensing Accelerator Program (SIE) - Covington, KY

FidelityCovington, KY, United States
Full-time

Fidelity's Licensing Accelerator Program.Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?.Whether you are finishing... Show more

 • Promoted

Customs and Border Protection Officer (CBPO) - Experienced New Hire Sign-On and Retention Incentives

U.S. Customs and Border ProtectionWilliamstown, KY, US
Full-time

Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high... Show more

 • Promoted

Housekeeper Wanted - Join Our Team! Housekeeper Wanted In Dry Ridge, Ky $30 Per Hour For A Clean &

Housekeeper.comDry Ridge, Kentucky, USA
Full-time

I am a homeowner in Dry Ridge, Kentucky, seeking a reliable housekeeper to help maintain my home.The position offers $30 per hour, and I am looking for someone who can commit to regular cleaning ta... Show more

 • Promoted

Full Time Non-Invasive Cardiologist Opportunity in Cincinnati, OH Out-Patient Only NO CALL / NO

ChenMed Family of CompaniesCincinnati, OH, US
Full-time

Revolutionizing Primary Care Cardiologist.Welcome to ChenMed and our family of companies: ChenMed, JenCare and Dedicated Care.Our company started 35 years ago and now consists of: 4,000 team member... Show more

 • Promoted

Service Coordinator - Cincinnati, OH

Convergint TechnologiesCincinnati, Ohio, United States
Full-time

Description Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Service Coordinator to join our amazing culture.As a Service Coordinator, you are a part of a d... Show more

 • Promoted

Occupational Therapist - Clinical Training and Sales

Synapse Biomedical, Inc.OH, USA
Full-time
Quick Apply

Synapse Biomedical, located in Oberlin, Ohio, is dedicated to the research, development, and commercialization of life-altering neurostimulation products.Our talented team of energetic, committed p... Show more

Restaurant Delivery - Sign Up in Minutes

DoorDashCrittenden, KY, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more