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Collaborates with stakeholders to identify and articulate business and stakeholder requirements for the entire Salesforce suite of products, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying, and validating business, stakeholder, solution, and transition requirements, and communicating those requirements to Salesforce solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence, and leadership skills to ensure stakeholder expectations are met. Produces requirements on medium-to-large, semi‑complex Enterprise projects that require planning,...
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The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions. Reporting and fund administration responsibilities include reviewing the quarterly report production process, monitoring and managing fund cash needs, and implementing processes necessary to launch new funds, create new products and grow the private equity business. Operational responsibilities include ensuring timely processing of all capital calls and distributions made by the funds' underlying investments as well as those by the funds to their limited partners. Oversees all reconciliations between Private and the underlying funds. Calculates and reviews net of fee IRR calculation and public...
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Applies technical knowledge and skillsets to support business objectives of the Western & Southern Financial Group (W&SFG) through cost-effective use of technology and business process. Responsible for driving operational efficiency and increased software quality through business process analysis, accurate and technically sound software requirements, and effective user acceptance testing of the resulting software products. Applies a combination of broad business knowledge and technical skill sets to identify business, functional, and non-functional requirements for complex enterprise software solutions that drive greater operational efficiency or increased revenue. Represents the business on medium to large software development projects. Provides second level support for escalated...
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The VP, Senior Relationship Manager (VP, RM) is responsible for the strategic development, implementation, and maintenance of a comprehensive relationship management program for the largest and most complex base of Fort Washington Institutional clients and their corresponding consultants. The VP, RM builds and maintains executive-level relationships with CIOs, investment committees, and board members in order to retain business and grow third-party revenue through cross-selling of all Fort Washington investment strategies. The VP, RM is also responsible for investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. The position is responsible for growing third-party assets by proactively sourcing and pursuing new...
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Participates in the final assembly of printed material to produce a quality product that meets our customers' demands and time frame. Performs graphic arts finishing and binding operations on printed materials produced in the printing and copying areas. Makes necessary adjustments and minor repairs to bindery equipment. Works with some supervision and makes a minimal range of decisions, escalates to management when appropriate and updates manager or assistant manager on a regular basis.
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Processes incoming premium payments and reviews payment discrepancies including items rejected by policyholder's financial institutions. Processes ACH transactions (Automated Clearing House), credit card, and loan payments and responds to other inquiries related to these categories. Responds to inquiries relating to Accounting Category Work, i.e., Billing, Group Billing, etc. Responses are typically made in writing. At times telephone responses are necessary depending on the urgency of the inquiry.
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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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A Brief Overview
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.
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Operates a variety of computer systems, including z/OS Enterprise Server, Windows Server, and high-speed Xerox laser printers, while performing additional tasks required to maintain efficient data center operations. Maintains near-constant system monitoring using z/OS monitoring and job scheduling tools, as well as Windows Server monitoring solutions. Performs physical data center activities such as racking and unracking equipment and running cables beneath the data center floor between devices. Interacts primarily with Data Center Operations staff and their customers, with secondary engagement involving technical services, application support teams, and external equipment repair personnel. Works as part of a team of operators and a manager to support daily computer operations for...
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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 a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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A Brief Overview
Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements...
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Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. 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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Develops and modifies models needed to analyze risk and profitability of products in force and under development. Assists with analysis of results of these models and implements new products and financial reporting systems. Works with some supervision and is responsible for making a moderate range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis.
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Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
*This position is remote in these states only at this time: IN, WI, FL, GA, NC, SC, TX
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
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A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
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A Brief Overview
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our...
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This position leads enhancements to data quality management platform and analyzes data for accuracy. Responsible for implementing business solutions that use data to streamline processes. Uses data profiling of additional data sources in determining accuracy and identifying automation opportunities. Independently partners with business users and IT to document business requirements and translates into actionable data modeling, data movement and translation programs. Works under minimal supervision and escalates to manager when appropriate.
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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.