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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Non-Licensed Service Representative - University of Cincinnati Students Only

InternshipDeadline 9/10/27
No salary listed
Cincinnati, OH, USA
In PersonMust reside in the Cincinnati area and be available during summer and winter breaks.
Customer Experience & SupportCustomer Support

About the job

Requirements
  • A high school diploma or GED is required.
  • Must be actively enrolled at the University of Cincinnati and reside in the Cincinnati area.
  • Must be available to work during summer and winter breaks to complete the required Life and Health Insurance licensing process.
  • Must consistently work scheduled shifts of 15–29 hours per week.
  • Must demonstrate flexibility and adjust work based on business needs.
  • Must have excellent verbal communication skills.
  • Must have accurate keyboarding skills and strong attention to detail.
  • Must follow documented procedures and execute transactions with minimal assistance.
  • Must identify unexpected procedure results and escalate them to a supervisor.
  • Must be proficient in Microsoft Outlook, Word, Excel, and Access.
  • Must be able to obtain a home-state Life and Health Insurance license.
  • Must complete the Life and Health Insurance licensing requirement within 1.5 years.
  • Must be available for occasional and routine or extended after-hours work.
Responsibilities
  • Respond to customer inquiries through inbound and outbound service telephone interactions, including processing payments, resolving billing issues, and handling policy change requests.
  • Handle customer inquiries positively and professionally in compliance with regulatory requirements.
  • Act as a liaison between customers and internal departments.
  • Use multiple administration systems to service clients.
  • Perform other assigned duties.
  • Comply with all policies and standards.
Desired Qualifications
  • Aptitude for customer service and the ability to discuss information in a customer-friendly manner.
  • Ability to process business transactions at conversational speed.
  • Strong and accurate business English communication skills, both verbal and written, including grammar and spelling.
  • Excellent listening skills.
  • Ability to multitask across multiple systems.
  • Strong service acumen.
  • Excellent personal computer, data-entry, and word-processing software skills.

About the company

W

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.