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Installs, inspects, maintains and repairs all electrical facilities and equipment for the properties managed by Eagle Realty Group. 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. Obtains bids and manages electrical projects coordinating with other trades.
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Provides direct and primary operational support for all Fort Washington Investment Advisors departments. Position handles client account maintenance and may also perform operational aspects of the Private Equity Funds of Funds. Position prepares reports for weekly and monthly internal Finance Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts. 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.
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Processes and approves complex contract and policy changes which may include conversions, reinstatements, face amount increases, add and cancel riders, add and cancel benefits, loans, surrenders, partial surrenders, etc., for Fixed, Variable and Indexed Life contracts utilizing various administrative systems. Interacts with Senior Case Analysts and other departments to complete transactions. Works with some supervision but is empowered to approve applications and other decisions within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriter, manager or other departments for final disposition. Completes appropriate transactions, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules...
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Evaluates and classifies life, accident and critical illness insurance applications. Reviews applications, medical exams, laboratory results and other underwriting information in order to identify low-risk applicants, and expedites the approval of those applications. Works with a mentor underwriter to establish appropriate underwriting actions to fully evaluate complex risks. Answers questions concerning application status and other inquiries on behalf of the underwriter. Verbally discusses cases with sales associates and applicants, which may involve explaining the reason the company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Works with company physicians to develop a strong knowledge of human...
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Provides strategic leadership in the development of Western & Southern Financial Group's (WSFG) Information Security management program to support the business objectives of W&SFG. Leads the Information Security Risk Management and Identity & Access Management (IAM) teams. Additionally, ensures efficient, cost-effective operation, and oversees project development and implementation, in addition to normal managerial expectations. 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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Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. 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.
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Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans. Completes and coordinates regulatory reporting and mailings related to retirement plans by established deadlines. Coordinates with vendors and internal partners involved with supporting retirement plans. Gathers business requirements, develops and documents test matrices and testing scenarios, and executes user acceptance testing and validation for changes impacting retirement processes and systems. Provides technical consultative support to the Retirement Specialists. Administers daily...
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Provide strategic leadership and oversight for Western & Southern Financial Group's government affairs function. Responsible for shaping and advancing the company's public policy agenda at the federal, state and local levels while ensuring alignment with business objectives. Advises the CEO, General Counsel and executive leadership on legislative and regulatory risks and opportunities, builds strong relationships with policymakers, and ensures compliance with lobbying and ethics requirements. Oversees the W&S PAC and its contributions to candidates, the annual solicitation of officers, and FEC filings. Represents Western & Southern in key industry trade groups such as ACLI, ALIC, AOLIC, NAIC, NOHLGA and LICONY, as well as other coalitions. Provides...
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Evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with licensed life insurance producers and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Develops a strong knowledge of human physiology in order to gather the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the...
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The Analyst works under the direction and supervision of senior team members to analyze, evaluate and execute potential unitranche or mezzanine debt investments and corresponding equity co-investment. The Analyst works closely with other investment team members in modeling and analyzing potential investment opportunities, performing due diligence, preparing investment committee memo's and supporting deal origination, business development and marketing activities. Responsible for three primary functions: Create initial deal screen memos, model and analyze new opportunities, and track deal flow in CRM and other jobs as requested. The Analyst supports the investment team by preparing the appropriate financial and market analyses for new investments and supporting deal origination...
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Manages deal teams and work streams including the analysis, underwriting and execution of unitranche or mezzanine debt investments and corresponding equity co-investments toward the achievement of the management objectives of Eagle Realty Group. Targets privately held companies in the continental US seeking unitranche or mezzanine debt investments and corresponding equity co-investment. Interacts directly with private equity groups, the management of portfolio companies, target companies, and investment banks. Conducts negotiations in regards to pricing and structure, and sources deals. Establishes a strong reputation in the market and targets deals in the $20 million to $50 million range, eventually producing 3 -to 6 deals annually. Works with minimal supervision and is responsible...
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Assists in research, analysis, definition, design, testing, checking and planning activities and applying new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager...
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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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Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis. Works with some supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis. Correctly applies actuarial principles to practical problems.
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Installs, maintains and repairs heating, ventilating, air conditioning, refrigeration systems, control systems and a variety of electrical and mechanical equipment in the Home Office and at other properties. The HVAC Technician will be skilled in cleaning, adjusting and repairing systems. Responsible for air quality systems from installation to end-of-life by performing maintenance, warranty and emergency repairs. Works with some 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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Oversees the actuarial and investment monitoring, modeling, projection, analysis and evaluation of all life insurance brands from a distribution viewpoint, balancing profitability with revenue and asset growth. Analyzes brand profitability and experience/assumption deviations for all life products and recommends measures to improve. Analyzes opportunities that are available to each brand and makes appropriate recommendations using actuarial tools. Oversees the life product development functions for the independent distribution brands to ensure life product installations meet profitability, competitive and plan standards. Provides leadership and guidance in product management, design and pricing for all life products of the independent distribution brands.
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Serves as the financial leader for the business units you support, providing strategic financial guidance and executing complex, high-impact analyses that drive top-line growth and bottom-line profitability. Oversees the development of management decision-support tools and leads the implementation of cost-saving initiatives. Evaluates the unit's financial performance against long-term strategic goals, operational targets, budgets, and forecasts, and contributes to key decisions related to strategic initiatives and business models. Manages the preparation of budgets, forecasts, financial models, and special projects, while developing and maintaining profitability models, break-even analyses, and performance metrics at both the business unit and enterprise level....
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Functions as an internal consultant to the Client Relationship Center (CRC) in regard to data analysis and reporting. Responsible for ensuring the accurate and timely creation and distribution of reporting to all CRC business units, including obtaining a thorough understanding of requirements, creating, reviewing and distributing any new or ad-hoc reporting needs. Manages the ongoing growth and leverage of the reporting tools within the CRC. Consults in key decisions regarding product and system design and/or functionality. Applies technical skill sets and knowledge to develop and deploy complete and accurate test plans for implementation of new products and/or system enhancements. Assists in the completion of business unit acceptance testing for deployment of new...
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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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Opens, sorts and distributes incoming mail via electronic workflow system for the Benefits department. Applies the correct indexing schema to each document, assigning member number, name, document type and workflow folder. Associate must make decisions on a daily basis and select most appropriate document type and workflow folder for uncommon documents based on reading the content. Creates and maintains all healthcare provider records in the Facets claim processing system. Associate must make decisions on a daily basis to match existing provider records or to create a new record. Discretion is given to the associate to select the correct place of service, specialty, type and provider credentialing from three or more source references. The objective is to build a complete accurate...