Jim Vitali
About Jim Vitali
Jim Vitali serves as the Assistant Vice President of Client Relationship Center Sales & Customer Service at Western & Southern Financial Group, bringing extensive experience in sales and customer service operations. His career includes significant roles at USAA and the United States Air Force, where he demonstrated a commitment to optimizing customer experience and team performance.
Work at Western & Southern Financial Group
Jim Vitali currently serves as Assistant Vice President of Client Relationship Center Sales & Customer Service at Western & Southern Financial Group. He has held this position since 2017, contributing to the company's focus on enhancing customer experiences. Prior to this role, he worked at the same organization as Assistant Vice President of Client Relationship Center Sales from 2014 to 2017. His experience in sales and customer service has been instrumental in optimizing operations within the company.
Previous Experience in the Financial Services Industry
Before joining Western & Southern Financial Group, Jim Vitali held several significant positions within USAA. He served as Assistant Vice President for Life and Health General Agency from 1999 to 2000 and as Executive Director for Life General Agency from 1998 to 1999. Additionally, he worked as Assistant Vice President of Life and Annuity Sales from 2002 to 2004. His roles at USAA involved transforming sales and service operations to enhance customer satisfaction.
Military Background
Jim Vitali served in the United States Air Force as a Captain and Associate Healthcare Administrator from 1985 to 1990. This five-year tenure provided him with leadership experience and a foundation in process management, which he has applied throughout his career in the financial services sector.
Education and Expertise
Jim Vitali holds a Master of Science in Community Systems Planning and Development from Penn State University, which he completed from 1982 to 1984. He also earned a Bachelor of Science in Public Administration/Public Affairs from the University of Scranton between 1978 and 1982. His educational background supports his expertise in process management and customer service operations.
Leadership and Team Development
Jim Vitali is recognized for his ability to build consensus and develop high-performing teams. His leadership style focuses on motivating team members and driving success in demanding environments. This approach has been a key factor in his effectiveness in various leadership roles throughout his career.