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The Administrative Assistant provides essential administrative support to the Gerber Life Insurance Management Team and oversees the GLIC front desk operations at the Fremont administration facility. This role is critical to maintaining a professional, secure, and welcoming work environment for associates and visitors. The Administrative Assistant serves as the primary front-desk representative ensuring smooth daily operations and acts as the first point of contact for all site visitors. Responsibilities include monitoring the front desk, controlling access to company property by verifying proper identification and credentials, and supporting a safe workplace through routine interior patrols.Working under general supervision, the Administrative Assistant is responsible for promptly...
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Drive the implementation of company-wide business projects and initiatives focused on enhancing productivity. Ensure thorough testing, particularly for the Contact Center, UTS, Insurance Operations, and Marketing units, covering new projects, system enhancements, change requests, and interdepartmental processes. Oversee all phases of software quality testing to confirm that implementations are defect-free and perform as expected, with no unintended impact. Collaborate closely with the Project Management Office (PMO) and Application Development and Solutions Delivery (ADSD) Team. Collaborate with Business Systems - Support, as needed, to ensure timely communication of system changes. Provide technical support to the Contact Center, based on business need. Work hours will align with the...
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Provides support for product development, enhancement and maintenance for annuity product lines distributed by Enterprise business units (BUs) and life products distributed by W&S Financial Group Distributors. Manages a variety of projects, serving as the single point of contact. Leads/coordinates all aspects of projects, including planning and scheduling, scope, communication, issue, risk, resource, change and quality management. Utilizes expertise to direct associates and to ensure project goals and requirements are met. The position also involves a significant amount of coordination for the on-boarding of group pension transactions, involving work with Law for contracting, Treasury for the receipt of funds, Accounting for payment of commissions and Insurance...
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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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Establishes and implements quality assurance and compliance processes for the IT organization. Works closely with IT leaders to develop and implement an overall quality maturity roadmap and plan for each IT functional area. Works with development, testing and production teams to develop, publish and implement software quality assurance plans. Responsible for the long-term vision and maturation of the Software Quality Assurance (SQA) Center of Excellence (COE). Monitors, evaluates, manages and executes audit processes to ensure compliance. Provides guidance and subject matter expertise to IT teams on QA methodologies and processes, educates them on their responsibilities/accountabilities for the purpose of achieving on-time and quality deliverables. Documents non-compliance with...
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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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Provides oversight and leadership of operational and technology aspects of the transaction processes and systems within Fort Washington Investment Advisors (FWIA), including the trading system, and settlement and cash desk functions. Implements infrastructure to support the growth projections and enhanced complexity of new product offerings and asset class investments made by FWIA, including derivatives, international securities and bank loans. This includes recommending appropriate accounting and ensuring compliance with Dodd-Frank and other regulatory requirements. Independently leads process redesign and enhancements, including trade flow modernization, optimization of processes, and software selection and upgrades. Effectively trains new associates within assigned functions to...
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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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Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.
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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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Provide the overall direction, coordination, implementation, execution, control and completion of small to medium projects ensuring consistency with company strategy, commitments and goals. Plan, execute, and finalize projects according to strict deadlines. This includes acquiring resources and coordinating the efforts of team members according to plan. Define the project's objectives and oversee quality control throughout its life cycle. Responsible to make an established range of decisions, escalating to management when necessary and updating manager on a regular basis.
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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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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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Scans and indexes paper documents into the imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a timely and quality manner. All documents are to be handled in accordance with departmental standards including established time service and quality standards. Applies the correct indexing schema to each document to ensure appropriate downstream processes trigger if applicable.
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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...
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The Senior HR Business Technology Analyst provides planning, project execution and management of the talent systems and associated data analytics, while ensuring effective and efficient systems' processes and procedures that meet current and future business needs for a high-performing and engaged workforce. Executes day-to-day system administration and maintenance services, and ensures the proper functioning of all aspects of talent management systems. Troubleshoots and resolves escalated system issues, works with stakeholders to formulate and convey requirements to the vendor, and tests applications when implementing changes, system enhancements or upgrades. Ensures system security and employee data privacy. Serves as a liaison between the Enterprise business...