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Processes medical and flexible spending account claims in accordance with the provisions of multiple welfare plans administered by the Benefits Department. Approves claims involving payments up to $4,000. Utilizes Claim Facts System and Flexible Spending Account System to accomplish functions. 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.
The Customer Service/Sales Associate position is a part-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.
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.
Performs routine general ledger accounting. Assists in the creation of financial statements and provides financial reporting and financial variance analysis. Prepares journal entries on a day-to-day basis to properly record financial transactions. Assists in the preparation of monthly, quarterly and annual financial statements, as well as additional financial reporting. Participates on departmental initaitives and projects. Works under direct supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
Responsible for administering all the functions required to appoint and maintain external agencies and agents with Gerber Life in order to sell insurance products.
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.
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.
Summary of Responsibilities:
Investment IT provides technology expertise to the front, middle and back office operations for Fort Washington Investment Advisors, Eagle Realty Group and Financial operations (Treasury and Investment Accounting). IT (as a shared service) helps evaluate, implement and support business applications thereby helping the business units to execute on their strategies effectively and efficiently and help W&S achieve its financial and business development goals. The Investment IT team has two intern positions available to develop and enhance operational solutions that support our...
Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting. Prepares financial analysis, presenting results to departmental and shared service leadership. Participates as a subject matter expert on technical accounting matters and as a team leader/member on special projects. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary.
The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation. In addition, the intern will receive training in sales, product development, and other areas of the Enterprise Engagement Center. Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.
The Associate, Private Equity is a member of the private equity team with responsibilities relating to administration of investment opportunities through the investment process. The associate, private equity works on deal teams with other investment professionals, including detailed evaluation of investment opportunities and serves on deal teams for due diligence. In addition, the associate prepares documentation, reports and analysis to aid the investment managers and deal teams in managing the process from deal screening through investment recommendation and reporting to limited partners. Works with supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
The investment operations intern will work closely with the operations team to conduct research, capture data, and uphold processes critical to ongoing firm operations.
Independently 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 Field Sales associates 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 glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the underwriting...
Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients' business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to tem lead or manager when appropriate.
Establishes with clients by researching, analyzing and resolving service requests and complaints. 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. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources.
The internship will be a hands-on experience. The intern will be assigned properties to post journal entries, analyze the financial statements, and publish the monthly financial statements. The intern will also be working on accounting related projects as needed. These assignments will include assisting with calculating performance returns for the investment real estate portfolio and working on a variety of tasks in the mortgage loan accounting system. These assignments will provide the opportunity to broaden the knowledge of accounting relative to both real estate investments and mortgage loans.
Provide analytics and data science support for marketing projects requiring data querying and extraction, analysis and mining, model building and deployment, and reporting of findings. Projects will support corporate initiatives for client acquisition and resource optimization, through analytics and predictive models conducted on consumers and financial advisors.
Develops and maintains complex financial, accounting and operating reports using Crystal Reports Designer, Tableau, Cognos, Workday/Office Connect and other tools. Performs as a technical expert in one or more specialized areas of application system support, configuration, and/or the accounting for development of new products and product enhancements. Provides technical and/or programming support for ASAR-designed processes, as well as other Enterprise systems and issues/defects that impact accounting. Collaborates with end users and managers in the development of business requirements for reporting, system configuration and product accounting. Acts as owner and consultant for system administration and maintenance functions across Controller systems, ensuring that systems and processes...
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,...
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.