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Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
Provides legal advice and counsel on employee benefits matters to all Western & Southern Financial Group business and shared service units throughout the Enterprise. Provides legal advice to mitigate risk and address issues that arise. Manages benefits-related disputes directly and/or through outside counsel. Works with minimal supervision and escalates to General Counsel/Deputy General Counsel and business unit management as appropriate. Preferred candidates will also have general familiarity with the Internal Revenue Code, and particularly life insurance and annuity product tax issues, so that they may also support and advise on tax-related issues and litigation.
Manages successful execution of all payroll processes, procedures, reporting, and delivery of timely and quality service to the Enterprise. Develops staff through coaching and performance management, utilizing a Multipliers mindset to enhance performance and engagement. Maintains compliance with federal, state and local payroll tax regulations across a mult-entity, multi-state organization. Fosters collaboration through positive business relationships with associates in all business units, third-party vendors and payroll tax authorities. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to senior management when appropriate.
Manages compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third-party administrators, and other sales, marketing, and distribution partners. Develops and implements compliance policies and procedures for the independent agency business and assists with other insurance compliance initiatives. As directed by Compliance Director, works with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and...
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
Provides administrative support for the Information Technology (IT) Senior Management group in a timely and accurate manner. Contacts are made with all levels of personnel, including directors, secretaries, top-level management and various representatives from other companies. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Effectively and proactively supports the sales process by providing high-quality service to the wholesaling team, sales representatives, and agents. Develops and maintains positive working relationships with these stakeholders to ensure seamless operations. Demonstrates an advanced understanding of the application and new business processes, staying updated on all relevant changes, procedures, and guidelines. Resolves inquiries from representatives, agents, or firms through email, telephone, or written correspondence. Gathers, researches, and analyzes policy information to provide accurate and timely responses. Assists in training and developing peers by offering on-the-job support. Consistently meets established performance objectives and service levels by...
Responsible for establishing a vendor profile and vendor code in Gerber Life's financial system (SAP) for both the agents and their up-line in order to pay accurate and timely commissions.
Provides business planning, decision support analysis and measurement reporting for the assigned business unit(s), e.g., Agency, Columbus Life and/or Lafayette Life. Develops critical management decision analysis tools, and suggests and implements cost-savings. Prepares financial budgets, forecasts and various business case financial models, and performs special projects. Develops, implements and maintains profitability models, cost benefit analysis models and business unit performance measures. Performs variance analyses monthly and quarterly for key management reports. Provides highly confidential analyses in support of new business initiatives and potential acquisitions. Works with minimal supervision and is responsible for making a broad range of critical...
The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation. In addition, the intern will receive training in sales, product development, and other areas of the Enterprise Engagement Center. Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.
Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis
Assists in the oversight of the engineering and continuous operations of a one-million-square-foot, Class A office, retail and parking garage development as directed by the Chief Building Engineer. Provides oversight and maintenance of all property systems including, but not limited to, fire/life safety, mechanical (HVAC, plumbing, controls), electrical metering systems (lighting, UPS, PDU, primary switch gear), lighting and temperature control systems, critical environments, light construction and maintenance (painting, repairs, lock installation, grounds keeping), digital systems (fire alarm, duress, card access, CCTV). Facilitates various building inspections with local authorities such as the fire department and the department of buildings and inspections. Supervises the engineering...
Responds in a professional manner and processes with accuracy policy changes sent to Policy Administration from incoming correspondence received via the Contact Center, USPS mail, social service and housing organizations, external agents, insurance departments and attorneys. Performance is measured with an expected production and quality average.
Processes agent appointments and terminations within timeframes set in Enterprise Licensing department (ELD) quality and service standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with home office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
The Intern assists in performing Internal audit activities including reviews of financial, systems, operational and management controls, as well as special consulting projects, throughout the Western & Southern Financial Group and its subsidiaries. The Intern also provides assistance to external and regulatory auditors, maintaining effective working relationships with operating management.
The Intern assists in performing Internal audit activities including reviews of financial, systems, operational and management controls, as well as special consulting projects, throughout the Western & Southern Financial Group and its subsidiaries. The Intern also provides assistance to external and regulatory auditors, maintaining effective working relationships with operating management.
Rotates through three departments, including Internal Audit, Corporate Accounting and Treasury. Program spans 9 to 12 months, spending 3 to 4 months in each department. Participates in team-oriented projects that support Internal Audit, Accounting and Treasury management in accomplishing departmental objectives.
Works directly with the Western & Southern Financial Group Talent Acquisition and Talent Development teams to support various daily duties and project work. This would include assisting with Campus Recruiting phone and in-person interviews, attending career fairs, scheduling events and other various talent acquisition projects. Additionally, this intern would assist with developing and designing online training, knowledge transfer projects, creating standard operating procedures, and various other talent development communications and projects.
Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis.