Life Insurance Case Specialist

Western & Southern Financial Group; Cincinnati (AR); On-site; USD 48,000 - 72,000; Full time

Job summary

Western & Southern Financial Group in Cincinnati, OH, seeks an experienced Specialist/Processor to manage complex contract and policy changes across life, health, and related products. You will coordinate with underwriters and departments, approve applications within your authority, and ensure accurate processing and compliance.

The role emphasizes attention to detail, independent decision-making, and strong communication with internal and external customers.

Qualifications

• Requires High School Diploma; some college preferred.
• Demonstrated experience working with customers and independently with minimal supervision.
• Strong attention to detail and ability to manage high workload volumes.
• Proficiency with word processing and spreadsheet applications; experience with email systems.

Responsibilities

• Process complex contract and policy changes and approve and issue complex life and health policies in a timely manner.
• Provide guidance on documentation and forms needed to complete transactions.
• Analyze complex documents to ensure compliance with state and federal regulations.
• Perform calculations including illustrations, reinstatement figures, and surrender amounts.
• Prepare and issue checks within authority levels and ensure proper payees.

Skills

Customer service

Independent decision-making

Attention to detail

Communication

Organization

Progressive decision making

Accuracy

Word processing

Spreadsheet

Email usage

Education

High School Diploma

Some college

Tools

Word processing

Spreadsheet software

Email system

Job description

Western & Southern Financial Group in Cincinnati, OH, seeks an experienced Specialist/Processor to manage complex contract and policy changes across life, health, and related products. You will coordinate with underwriters and departments, approve applications within your authority, and ensure accurate processing and compliance.

The role emphasizes attention to detail, independent decision-making, and strong communication with internal and external customers.