About the role
Join Western & Southern Financial Group — Somewhere to Grow, Lead, Win and Do Good for Others
Western & Southern Financial Group (Western & Southern) is one of the strongest financial services groups in the world, with a 138-year history built on trust, compassion and a commitment to our customers and our community. We help provide financial security and peace of mind to millions of families across the country through insurance, investments and retirement solutions.
A Day In The Life of a Case Manager
The Case Manager inputs, reviews, and processes life insurance applications as they are submitted. Builds relationships with our agents in order to service and retain their business using a variety of communication methods with the primary method being phone and email.
Duties and Responsibilities:
- Serves as a first-line resource for agents assisting with processing, questions, and time sensitive cases.
- Develops and maintains relationships with internal and external clients to enhance business partnerships on behalf of the Enterprise.
- Recommend steps to agents and internal clients that will move cases to completion within a timely manner.
Desired Competencies and Skills:
- Proven effective customer service skills.
- Excellent verbal and written communication skills with ability to speak in a calm, concise and empathetic manner.
- Proficient in ability to use multiple computer systems with ability to multi-task.
- Ability to adapt to changing needs and process improvement changes.
- Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
- Demonstrate strong attention to detail with excellent organizational skills
Why Work for Us
We know people do their best work when they feel valued and are supported. That’s why we offer a comprehensive benefits package designed to help you succeed both at work and at home, including:
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
Headquartered in Cincinnati, Ohio, Western & Southern is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes1. We invest in our associates through meaningful skill development, leadership opportunities and career coaching.
Our commitment to career growth and employee development earned us national recognition, including two gold badges from Where You Work Matters and Top 10 Military Friendly Employer and Top Spouse Employer designations. We take pride in helping associates build meaningful careers through award-winning development programs and leadership opportunities. Hear what our associates say about their experience at W&S!
We also recognize that talent comes from many different backgrounds and experiences. If you're excited about this opportunity but don't meet every qualification, we encourage you to apply.
Our Culture
Western & Southern is built on a culture driven by integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
Western & Southern is not just a place to work — it’s somewhere to grow, lead, win and make a difference in your career and community.
Learn more at www.westernsouthern.com/careers.
From Fortune ©2026 Fortune Media IP Limited.All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine and Fortune Media (USA) Corporation are not affiliated with, and do not endorse products or services of, Western & Southern Financial Group.
1 https://www.forbes.com/lists/best-midsize-employers/
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