Western & Southern Financial Group

Mail Expediter

Insurance Operations
Full Time


Summary of Responsibilities:

Sorts and distributes incoming mail to Western & Southern Financial Group (W&SFG). Processes undeliverable mail and refers it to the appropriate department. Tracks all incoming express, registered, certified mail and delivery confirmation, keying information into a database. Provides backup to the route clerks and mail coordinator when necessary. 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.


Position Responsibilities:

  • Sorts and distributes incoming mail to W&SFG.

  • Opens, reviews and distributes generically addressed mail to appropriate department or associate.

  • Keys incoming express mail into an automated database for tracking.

  • Processes undeliverable mail and distributes to field and Home Office associates.

  • Processes outgoing registered and certified mail, and certificates of mailing, ensuring proper forms are completed and correct fees are charged.

  • Collects, processes and mails annuity contracts and other correspondence to banks.

  • Completes W&SFG campus mail runs as scheduled.

  • Provides backup and assistance to the mail coordinator and route clerks.

  • Communicates effectively with customers to provide excellent customer service.

  • Assembles distributions for W&SFG.

  • Processes sensitive documents and correspondence confidentially.

  • Performs other duties as assigned by management.


Selection Criteria:

  • Demonstrated strong attention to detail with effective organization skills.

  • Proven ability to effectively interact and communicate with others.

  • Demonstrated experience effectively handling customers and providing excellent customer service.

  • Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations associated with high volumes of work and multiple tasks. Cite examples of experiences demonstrating flexibility to meet demands.

  • Demonstrated experience working effectively within a team. Cite examples of going above and beyond the call of duty to assist team members.

  • Demonstrated basic keyboarding skills.

Work Setting:

  • Ability to stand continuously, walk, reach, bend, push, pull, climb, balance, stoop, kneel,crouch, crawl and lift a maximum of 50 lbs.

  • Ability to make substantial repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.

  • This position works in both indoor and outdoor environmental conditions.

  • Frequent exposure to noise, dirt, odors, temperature extremes and potentially hazardous tools and equipment.

Educational Requirements:

  • High school diploma/GED.

Computer Skills and Knowledge of Hardware & Software Required:

  • Basic knowledge of Windows and database applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

Position Demands:

  • Extended hours required during peak workloads or special projects.


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