Leads, motivates, and manages team of licensed life insurance professionals to meet and/or exceed annual sales targets using established sales practices. Sets and maintains high standards of ethical conduct and performance for life insurance professionals when providing customer service or providing sales advice. Develops and implements strategies and marketing promotions, support processes and productivity tracking. Directly supervises associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Provides support to CRC upper management with all strategic initiatives and projects impacting the team. Works with minimal supervision and is responsible for making an established range of decisions,...

Provides administrative support to the Assistant Vice President (AVP) and direct reports within the Client Relationship Center (CRC) and Insurance Profillment Solutions (IPS). Maintains calendar for the AVP, scheduling appointments and governing time. Expedites work through proper channels in the absence of the AVP, maintaining regular and follow-up files and confidential data. Acts as liaison to outside associations for the AVP. Arranges travel plans as directed and prepares correspondence and maintains records. 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.

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

Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. 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.

Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and...

Acts as the primary contact for our distribution platform partner relationships in a sales and servicing role. Supports the internal and external wholesalers with information provided by our distribution partners. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.

Assists in the management of the day-to-day compliance functions for the Firm. Under limited direction of the Chief Compliance Officer (CCO), manages, supports and provides compliance oversight and monitoring of the Firm's internal control, compliance, risk management and operational functions. Assists the CCO in managing business risks by establishing and conducting proactive surveillance, testing, and monitoring of compliance, risk management, investment and operationial-related matters. The primary focus of this position is to ensure compliance related investment and quality assurance processes are managed and regulated, and client risks are sufficiently mitigaged in a timely manner. Manages multiple deadlines, works with minimal supervision and is responsible...

Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.

Under the direction of the chief compliance officer or delegate, manages, supports and provides oversight and monitoring of the Firm's internal controls, compliance, and operational functions. May also assist senior staff in preparing regulatory filings, responding to regulatory inquires and customer complaints. The primary focus of this position is to ensure quality assurance processes are managed and regulatory risks are sufficiently mitigated in a timely manner. Manages multiple deadlines and is responsible to make an established range of decisions, escalating to manager when necessary. Works in an autonomous fashion with limited daily supervision.

Plans, directs, coordinates and evaluates the work of the shift operations staff on both mainframe and open systems platforms to meet schedules on Western & Southern Financial Group's (W&SFG) production systems. Coordinates and directs troubleshooting efforts, ensuring documented incident and escalation processes are followed during problem situations to meet established service level agreements with clients. This position is responsible for ensuring Computer Center Service Level Agreements (SLA) are consistently met. Responsible for the evaluation and development of staff. 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.

Serves as the primary contact point for Information Services associates specific to operations tasks for both development and production systems. Operates, monitors, executes, makes modifications and schedules online and batch processes on both Mainframe and open systems platforms, meeting production and test schedules for Western & Southern Financial Group systems. Analyzes, corrects and documents production processing, ensuring quality standards are met, and contacting appropriate support resources as needed. Updates daily logs with site-specific information. Grants security access to recover systems when malfunctions occur. Directs Input/Output (I/O) area team in disposition and/or recovery of printed reports. ...

Produces or modifies computer programs of simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. 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.

Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles,...

The Portfolio Analyst is a member of the Fort Washington investment team with varying responsibilities. The primary goal of the centralized portfolio & risk analysis function is to work closely with the investment team and operations group to increase efficiencies and data accuracy with improved reporting and dynamic portfolio analysis of both third party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting. The associate will have exposure to a broad range of asset classes and sectors within Fixed Income and Public Equity...

Responsible for handling escalated incidents using proper investigation techniques, processes and procedures. Work in an agile manner to quickly respond to active threats. Works with managed security service provider (MSSP) to tune rules for detection of threats while minimizing false positives/false negatives. Maintains the central knowledge base for all processes, procedures and case documentation for accuracy and completeness. Assists in the mentoring of junior cyber associates to facilitate their development as incident analysts.

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.

Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting. Prepares financial analysis, presenting results to departmental and shared service leadership. Participates as a subject matter expert on technical accounting matters and as a team leader/member on special projects. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary.

Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. These responsibilities include training and support for national account affiliates in the territory. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to...

This position is responsible for managing multiple complex Enterprise-level program(s) consisting of multiple projects within Western & Southern Financial Group (W&SFG). Ensures successful integration of several projects and adjusts project scope, timing and budgets as needed, based on the needs of the business. Actively and consistently supports all efforts to simplify and enhance the customer experience. This position requires extensive technical and project management experience and someone who is recognized as a subject matter expert in the PM Field. These programs and projects may span the organization, crossing business unit boundaries and/or functional areas. Program scope includes high-dollar and high-risk, external vendors, multiple business units, multiple internal executive...

The Advanced Senior IT Vendor Management Specialist executes assigned aspects of the Vendor Management Program for the Company, including the development and implementation of enhancements to the Vendor Management program focused on high complexity/high spend vendors. This individual is responsible for providing leadership and vision in the development and execution of the vendor management program for IT with a focus on high complexity/high spend vendors, which includes the documentation, implementation and maintenance of the IT vendor management processes, standards, and metrics tracking. This role is accountable for all activities associated with effectively building and maintaining external third party partner/vendor/outsourcing relationships, which includes...