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Please note the following companies are all part of Western & Southern Financial Group: Columbus Life Insurance Company, Eagle Realty Group, Fabric by Gerber Life, Fort Washington Investment Advisors, Inc., Gerber Life Insurance Company, Integrity Life Insurance Company, Lafayette Life Insurance Company, Till Financial, Touchstone Investments, Western & Southern Financial Group Distributors, Western & Southern Life, and The Western and Southern Life Insurance Company.
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Regional Sales Vice Presidents (RSVPs) are responsible to meet regional life and annuity sales goals on a profitable basis as established by the Senior Vice President (SVP). Core to their success is maintaining a broad group of GAs who write profitable business for Lafayette Life Insurance Company (LLIC). Focus is split between maintaining/enhancing relationships with existing General Agents (GAs) and continually recruiting new GAs who meet the Company's quality standards to continue to grow the region's life and annuity business profitability. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
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The complete Western & Southern Financial Group Tax function is currently managed externally. The Senior State & Local Tax Accountant will support the W&SFG state and local tax compliance and reporting, including income/franchise, premium, sales and use, and property tax matters. The position coordinates the day-to-day compliance process, reviews externally prepared work, provides supporting data, resolves routine questions, assists with audits and notices, performs tax research and account analysis, and escalates significant or judgmental matters to Tax management.
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Performs higher-level complex investigations, consulting projects and risk assessments of the Company's business processes and strategic initiatives, generally as the lead investigator. Provides guidance to Western & Southern Financial Group and its subsidiaries in fraud detection, prevention, monitoring, response, and reporting. Assists and leads coordination of cross-functional and operations-specific initiatives to optimize process efficiency and effectiveness. Works closely with the Sr. Manager Fraud Center of Excellence, especially in strategic fraud response programs and Company goals. Maintains current awareness of fraud tactics and trends impacting the insurance industry as well as industry best practices for fraud prevention. Works with minimal supervision and is responsible to...
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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. . 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 executive-level associates only when appropriate.
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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.
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Creates and delivers illustrations for in-force Columbus Life and Lafayette Life policies. Performs routine and complex illustration duties. Contributes to the Company's profitability and competitive product pricing. 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
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Provides concurrent and retrospective utilization reviews, large case management, disability case management and other programs to improve the quality of medical care and control costs. Works with minimal supervision and is responsible to make an established range of decisions, escalating when necessary, and updating manager on a regular basis.
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Performs the analysis, reconciliation and resolution of numerous and complex bank and suspense accounts. Independently evaluates, monitors and coordinates the resolution of open/aged items through timely research and communication with external resources and/or multiple departments and levels of management within Western & Southern Financial Group. Demonstrates extensive knowledge and expertise in MAR account reconciliation requirements and the Enterprise Account Reconciliation Policy. Prepares documentation of new processes, and trains account reconciliation analysts, providing direction daily. Resolves problem situations, and assists management in analyzing processes and workflow for improvements in operational effectiveness. Serves as a liaison and source of expertise with internal...
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Serves as a member of the Enterprise Engagement Platform (EEP) Salesforce team and partners with Marketing Support & Execution, Information Technology, and Business Units to define, evaluate and deliver Enterprise application solutions that increase productivity, efficiencies and cost-effectiveness. Serves as the primary administrator for Salesforce Marketing Cloud while supporting other Enterprise applications. Assists with research and resolution of technical issues as they arise. Provides application development, administration and support for Enterprise projects. Maintains daily Salesforce support and analytics for EEP corporate intranet site. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when appropriate.
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Develops, documents and maintains specialized processing and client requirements associated with Fort Washington's 3 main business lines - Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity business line. Pursues...
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Participates in the design, development, testing, implementation and subsequent maintenance of Lafayette Life's life insurance and annuity products on their administration and illustration system platforms. Coordinates with IT to write detailed requirements to ensure that calculations are accurately performed and kept with the intended and approved product design. Researches and solves product problems. Coordinates programming change request process and supports testing of revised code. This position is expected to be able to work independently and escalate issues appropriately.
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Leads enterprise digital analytics across websites, portals, mobile applications and related digital channels. Responsible for defining measurement strategies, integrating disparate digital and enterprise data, developing dashboards and advanced analysis, and translating complex findings into actionable insights and business cases. Designs, develops, and maintains data pipelines, analytical datasets, dashboards, data models, and tracking solutions that support analysis. Partners with digital products, marketing, data, technology and business teams to establish key performance indicators, improve data quality, optimize customer journeys, measure downstream business outcomes and support prioritization. Provides advanced guidance on analytics implementation, tagging, attribution,...
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Manages the national military recruiting program to generate an ongoing intake of new Financial Representative candidates. Leads creative/cost-effective digital recruiting strategies within Agency Talent Acquisition (TA). Educates on the usage of social media tools to attract top talent. Assists in creating, implementing, and monitoring of recruitment strategies to attract diverse and multicultural talent. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updates Manager on a regular basis.
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Provides administration support of ServiceNow environment at Western & Southern Financial Group (W&SFG). Works with the ServiceNow engineers, process owners, other IT application teams, vendors and business partners to manage the configuration, implementation and maintenance of a ServiceNow platform in an agile development environment. Works with ServiceNow development team and stakeholders to support business objectives of W&SFG through cost-effective use of tools, technology and reporting best practices. Works with some supervision and is responsible for making minimal range of decisions, escalating to Manager when appropriate and updating management on a regular basis
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Directly supervises and directs associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Proactively develops and implements strategies to increase productivity, and provides a high level of technical and product support. Focuses on increasing level of service and lead generation. Provides support to upper management on some strategic initiatives and projects impacting the team. 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.
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Develops, documents and maintains specialized processing and client requirements associated with Fort Washington's 3 main business lines - Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity...
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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. ...
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Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Lead and develops a team of skilled personnel, and/or managers, responsible for production support and development efforts across a broad spectrum of technical responsibilities and several business units, including all phases of the systems development and implementation process. While working closely with the business unit, effectively translate business strategy and objectives into technological capability to ensure best in class solutions that are of high quality, cost-effective, sustainable and market leading. Works with minimal supervision and is responsible for independently making a...
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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 (personal computer, LAN, mainframe, client server, etc.) 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.
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Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Leads production support and development efforts for application programming and/or technology infrastructure team(s). In addition to normal managerial expectations, ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to executive-level associates only when appropriate.