Learn About Life Insurance Operations

Western & Southern Financial Group

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Join Our Insurance Operations Team & Experience the Real Difference You Can Make

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Unlock Your Potential With a Career in Insurance Operations

A Variety of Departments Offer You Many Interesting Career Paths

Maintains policy records for the various subsidiaries by scanning and indexing policy records and other documentation

Underwriting & New Business

Provides service to agents and clients in the completion and underwriting of new business, promotes the placement of business and deliver payment of commissions

Claims Administration

Provides our customers with the highest quality of service and support possible for life, health and annuity claims

Annuity Operations

Serves clients, career agents, independent agents and broker/dealers for fixed, variable and indexed annuities

Policy Services

Administers policy financial transactions and contract updates for all life and health policies

Business Quality Assurance

Provides high quality, skilled testing services for key enterprise systems and offers timely and professional support to business operations' teams

Corporate Mail Center

Processes incoming mail, internal mail delivery and outbound mail to support business operations

Document Services

Provides support in crucial forms work, correspondence updates, bulk mailings and PR content development

Print & Fulfillment

Processes and prints statements, policy documents and bills and fulfills storefront orders to support distribution partners

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What Our Insurance Operations Associates Value Most in Their Jobs

“It didn’t take me long to realize that Western & Southern was a place to grow a long-term career. I could immediately see their investment in me as an asset and their commitment to helping me grow and advance my career.”

— Amy Retzsch - AVP Annuity Ops/Corp Rec¹

“I'm able to leverage an economics background to analytically solve real issues that impact financial performance and client satisfaction. I'm stretched every day to think through more efficient ways to deliver the best client experience possible, and I love it!”

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