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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Non-Licensed Service Representative

Customer SupportConfirmed live in the last 24 hours
Part-timeCincinnati, OH, USANo salary listed

About the Job

Requirements

  • A high school diploma or GED is required, and the candidate must be actively enrolled in a secondary education institution.
  • The candidate must be a current University of Cincinnati student residing in the Cincinnati area and available to work during summer and winter breaks to complete the required Life and Health Insurance licensing process.
  • The candidate must consistently work scheduled shifts of 15–29 hours per week and demonstrate flexibility to shift based on business needs.
  • The candidate must have strong verbal communication and keyboarding skills, with attention to detail and high accuracy.
  • The candidate must follow documented procedures and execute transactions step by step with minimal assistance, identify when procedures fail or produce unexpected results, and escalate those issues to a supervisor.
  • The candidate must be proficient in Outlook, Word, Excel, and Access databases.
  • The candidate must be able to obtain a home-state Life and Health Insurance license; the posting also states this license must be obtained after consistent service performance within 1.5 years.
  • The candidate must be able to work occasional or routine extended after-hours shifts.

Responsibilities

  • Respond to customer inquiries through inbound and outbound service calls, including processing payments, resolving billing issues, and handling policy change requests.
  • Handle customer inquiries professionally and in accordance with compliance and regulatory requirements.
  • Act as a liaison between customers and internal departments.
  • Use multiple administration systems to service clients.
  • Comply with all policies and standards.
  • Perform other duties as assigned.

Desired Qualifications

  • Customer-service aptitude and the ability to discuss information in a customer-friendly manner.
  • Ability to process business transactions at conversational speed.
  • Strong, accurate business English verbal and written communication, including grammar and spelling.
  • Excellent listening skills.
  • Ability to multitask across multiple systems.
  • Strong service acumen.
  • Excellent PC, data-entry, and word-processing software skills.

About the Company

Western & Southern Financial Group

Provides personalized financial solutions and guidance

Western & Southern Financial Group guides individuals and middle-market clients in managing financial needs through face-to-face advice from Western & Southern Life representatives. Their products, including life insurance and other financial solutions, are selected and implemented by trained agents who assess goals, explain options, and tailor plans within an agency-based structure supported by mentors and managers. The company stands out by prioritizing personal, attentive service, a long heritage dating to 1888, and a culture built on integrity, loyalty, and teamwork. Its goal is to help clients reach financial objectives with clear guidance, stable products, and ongoing support rather than quick, transactional outcomes.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Cincinnati, OH
Founded
1888

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