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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Supervisor - Customer Service-Onsite

Full-TimeDeadline 8/21/27
No salary listed
Mid
Bachelor's
Fremont, MI, USA
In PersonOccasional travel by car is required, with approximately 5% travel as needed.
Customer Experience & SupportCustomer Support

About the job

Requirements
  • Typically requires 3 years of supervisory experience demonstrating successful management, gaining commitment, energizing, motivating, and coaching others to build a successful team.
  • Proven experience interacting effectively with various levels within the organization.
  • Proven ability to mentor and lead teams of diverse members to successful results.
  • Demonstrated ability to comprehend, educate, and enforce relevant policies and procedures.
  • Proven track record of delivering results.
  • Proven ability to act as a change agent.
  • Ability to work independently and remain highly motivated.
  • Demonstrated ability to operate in a fast-paced environment.
  • Demonstrated ability to manage priorities.
  • Proven computer proficiency.
  • Proven verbal and written communication skills.
  • Proven analytical thinking, understanding of technical concepts, and problem-solving ability.
  • Solid to advanced personal computer skills.
  • Ability to troubleshoot technical issues.
  • Ability to obtain or maintain a state insurance agent license, including a Michigan Life, Accident, and Health Insurance License upon or before hire.
  • Ability to work in an office setting, remain stationary for extended periods, and use a desk, computer, and standard office equipment.
  • Ability to verbally communicate and exchange accurate information with customers and associates regularly.
  • Ability to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats.
  • Ability to prepare written correspondence, reports, and forms using prescribed formats and appropriate punctuation, grammar, diction, and style.
  • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform continuous computer work involving substantial movement of the wrists, hands, and fingers.
  • Ability to work extended hours during peak workloads or special projects and occasional after-hours work.
  • Ability to travel by car.
Responsibilities
  • Supervise on-site or virtual teams of direct reports servicing and selling Gerber Life Insurance products while ensuring adherence to policies, procedures, and regulatory compliance.
  • Provide guidance, training, and coaching to achieve individual, team, and cohort productivity and quality goals and develop direct reports through performance management.
  • Use relevant reports, team activities, and production statistics to ensure individual, team, and company goals are met.
  • Motivate staff and foster a wellness culture and an environment of continuous process and performance improvement; drive and implement changes.
  • Provide management with timely, relevant, and accurate reporting of activities and production statistics using I3, skill-based routing, workforce management, and call-monitoring systems.
  • Plan, communicate, and manage objectives across departmental lines and with associates, management, outside vendors, Legal, and Compliance personnel.
  • Act as an intermediary between consumers and the company by handling escalated calls and other sensitive situations.
  • Provide direction and development to associates through daily coaching, administration of the Performance Management Model, and creation and implementation of development plans.
  • Recruit, hire, train, and develop staff.
  • Comply with all policies and standards.
  • Perform other assigned duties.
Desired Qualifications
  • A bachelor's degree or equivalent work experience.
  • Demonstrated call center experience.
  • Demonstrated Financial Services or Contact Center experience.
  • Experience supervising a work-at-home team.
  • LOMA designations or equivalent.

About the company

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Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.