Summary of Responsibilities: The Finance & Accounting Analyst position provides business planning and analysis for Fort Washington Investment Advisors (FWIA). Functions include reviewing and approving all quarterly and annual financial statements for FWIA’s investment partnerships, coordinating all aspects of the external audit of each partnership, coordinating all internal and compliance audits, and managing the relationship with the external accountants and auditors. The individual is responsible for the valuation of direct and fund investments according to ASC 820 and reviewing and approving the calculation of management fees and carried interest for each fund. Additional responsibilities include developing and implementing a new fund monitoring and due diligence function, forecasting fund performance and cash flow needs, developing a process to retire or liquidate old legacy funds, and overseeing the public stock ownership report. Works with minimal supervision and is responsible for making an established range of decision, escalating to management when necessary and updating manager on a regular basis.

Summary of Responsibilities: Manages the planning, organizing and directing of Human Resources’ activities in support of assigned business unit(s).  Acts as business partner with business units to maximize human resource assets in the areas of employment, compensation, associate relations and performance management.  Assists other areas as needed with generalist responsibilities.  Works with supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination. 135 years of operating history; - Born as a modest, door-to-door life insurance business and built to last forever - Ranked 314 on Fortune 500 - Ranked No. 29 among Fortune 500 companies as a best company for career growth - Award winning Talent Development Team - Top 10  for Top Spouse Employer and Military Friendly Employer in 2023 - We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community Our Culture We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.   Overview We are a dynamic, diversified financial services organization with outstanding financial strength. Our vision is to become one of the most dependable, service-oriented financial services organizations in the world leveraging our financial strength.   Our MBA Leadership Development Program (LDP) builds on that strength and vision. It is designed to develop top MBA graduates (LDP associates) and MBA students (LDP summer interns) through strategic assignments, high visibility assignments and partnership with our senior management team. Our Leadership Development Program challenges the best to become extraordinary financial services leaders with impact throughout Western & Southern Financial Group and in our surrounding community.

Summary of Responsibilities: The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers. 

Summary of Responsibilities: Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.

Summary of Responsibilities: Coordinates workflow and monitors activities to assist management in ensuring efficient, timely and accurate processing of transactions that meet established service standards. Has responsibility for coordinating the training of department associates. Conducts quality control functions within the department, and provides management with timely feedback and statistical data. Handles complex requests or problem situations. Represents the department on new product implementation committees. The Team Lead also stays current with Company operating procedures and policy provisions.

Summary of Responsibilities: Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and reference materials. Update, develop, and deliver Advanced Markets promotional design, educational materials, and programs.

Summary of Responsibilities: 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.

Summary of Responsibilities: 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. 

Manages Return Mail to ensure customer addresses are being verified and corrections are made to customer master records.  Monitors workload to ensure timely and accurate handling of image documents. Processes and coordinates solutions to correspondence received from customers.  Assists Return Mail Analyst in resolving complicated cases and provides extensive research where necessary.  Develops and/or revises procedural manuals and supports changes in process.  Conducts random quality audits on processed Return Mail.  Develops and maintains reports for tracking data related to mail volumes. Monitors and tracks trends and provides monthly dashboards for management.

We are seeking a highly skilled and experienced Marketing Analyst with expertise in Owned Channels and Lifecycle Marketing, cross channel measurement across lifecycle of customers and their journies, and audience measurement. As a key member of our marketing team, you will be responsible for driving data-driven insights and recommendations to optimize our marketing strategies and enhance customer acquisition and retention efforts. The ideal candidate will have a strong analytical mindset, a deep understanding of marketing analytics, and the ability to work collaboratively across teams. The position will collaborate with Leadership to develop strategies, tactics and initiatives to help Western and Spouthern and Gerber Life successfully grow and retain customers and its premium stream in an economically viable manner. While promoting efficient growth, the person will oversee the allocation of the Marketing budget across a variety of products, campaigns and audiences. The person must love numbers.

We are seeking a highly skilled and experienced Sr. Marketing Manager with expertise in driving partner-led-growth and sales by developing and executing go-to-market strategies to drive consumer adoption of Western and Southern and Gerber Life products. You will work closely with the decision science team, marketing, marketing operations, legal, IT, and contact center to develop plans to drive customer success. To be successful in this role, you must have exceptional communication and presentation skills, be comfortable working in a fast-paced, high-energy environment, and have a passion for partner led growth with a focus on customer win. You must have experience working in cross- sell, up-sell, and creating internal and external partnerships using customer insights, segmentation, and dashboards.   You must have a minimum of 7 years of experience in partner marketing or co-marketing, and/or a B.A. in Marketing or a related field.You will have the opportunity to work with a talented, team and have a real impact on Gerber Llife DTC  marketing team success. If you have the necessary qualifications and you’re excited to contribute to this mission, we would love to hear from you.   The position will collaborate with Leadership to develop strategies, tactics and initiatives to help W&S and Gerber Life to successfully grow its sales in an economically viable manner. While promoting efficient growth, the person will oversee the allocation of the Marketing budget across a variety of products, campaigns and audiences. Key metrics include: DTC led contact center cross-sell; bottom of the funnel metrics such as  Incremental Applications, Issues, Incremental Policies, Issue Rates, Conversion Rates, Retention Rates, Premium, Life Time Revenue, and Return on Ad spend.  The person must love numbers.

Summary of Responsibilities: Reviews and accurately processes life and health insurance applications received in advanced lines of business. Thoroughly reviews application for completeness to ensure all necessary requirements are met. Approves applications within the limits of authority level and coordinates workflow of cases outside authority limits to underwriters for final disposition. Completes appropriate transactions and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules regarding policy illustrations are met. Researches inquiries and provides prompt and accurate service to internal and external customers.

Summary of Responsibilities: Contributes to the productivity and profitability of our field force by researching, analyzing and resolving Field Sales Representative’s sales and support requests via inbound and outbound phone calls and emails. Provides agents with superior service through support on underwriting status, service-related inquiries, forms processing and user assistance. Acts as a liaison between the Field Representatives and the Home Office. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.

Summary of Responsibilities: Provides support to IT, Information Security and Cyber Security teams, including functioning as the subject matter expert in IT security systems and custom tools. Serves as technical support for the Incident Response teams in high-priority cyber investigations. Continuously evaluates the external threat landscape, providing leadership regarding replacement or augmentation of existing tool capabilities in order to better secure business systems and data from inside and outside threats. Serves as a project leader for cyber security tool selection and implementation projects. Functions as lead developer for all custom security tool implementations.

Summary of Responsibilities: 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.

Summary of Responsibilities: 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 to support multiple stakeholders and multiple project delivery methodologies; and diverse types of diagrams to support architectural and data-related requirements.  Provides gap analysis.  Serves as a liaison between business and technology partners to drive solution delivery.  Supports development of less experienced business analysts and team members.  Responsibilities include, but are not limited to, communicating delivery status, estimating effort associated with project deliverables, and being accountable for meeting target delivery dates.  May be assigned to multiple, medium to large, semi-complex and concurrent projects.  Responsible to make an established range of decisions, escalating to manager level associates when necessary.

Summary of Responsibilities: Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the Team Lead or Manager when necessary and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.

Summary of Responsibilities: Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.

Summary of Responsibilities: Manages the Commission’s staff in the processing of associate and producer commissions for all of the Western & Southern sales distribution channels. Coordinates and monitors activities to ensure timely and accurate processing, adhering to critical deadlines as set forth by Payroll and third-party selling agreements. Understands various complex compensation plans, systems and processes. Maintains level of customer service that is expected by the end user or business partner that we are supporting. Works with minimal supervision and is responsible to make a broad range of decisions, escalating to manager when necessary and updating manager on a regular basis.