Provide the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.  Plan, execute, and finalize projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. Define the project’s objectives and oversee quality control throughout its life cycle.

Provide the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals.  Plan, execute, and finalize projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. Define the project’s objectives and oversee quality control throughout its life cycle.

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: Researches, analyzes, defines, designs, tests, checks and plans activities and application of 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 on a regular basis.

Manage compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third party administrators, and other sales, marketing, and distribution partners. Develop and implement compliance policies and procedures for the independent agency business and assist with other insurance compliance initiatives.  As directed by Compliance Director, work with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and updating management on a regular basis.  

Summary of Responsibilities: Assists in the daily food production and service of approximately 2,000 meals per day. Rotates among six server positions and five cold food prep positions according to a standard rotation schedule. Prepares, sets up and cleans serving areas in the cafeteria and dining rooms. Interacts with guests and ensures that all items are stocked and available for service. Under direct and some indirect supervision, incumbent is responsible for making a limited range of decisions, escalating to lead worker on a regular basis and updating management when necessary.

Summary of Responsibilities: The Business Continuity Analyst (“BCA”) is responsible for assisting with the development of strategies so W&SFG entities can resume normal operations following a crisis. Under general supervision, the BCA will assist in the development of crisis management plans, business continuity plans and disaster recovery plans. The BCA assists with and coordinates the development and maintenance of the business continuity program, assists in the identification of critical points of failure and documents the solutions, and assists in the development of policies and procedures for business continuance and disaster recovery. The BCA tests business continuity plans with various operational groups and are involved in the evaluation and selection of vendors to ensure service level agreements meet business continuance and disaster recovery planning requirements. The BCA coordinates the efforts to develop and document the annual Disaster Recovery Tests, Tabletop exercises and participates in the tests.

Summary of Responsibilities: Performs a wide variety of general facilities maintenance duties in the Home Office and at other properties managed by Eagle Realty Group. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Agile custom software engineering is a critical success factor for the company and this role is a cornerstone for accelerating technology sales and servicing gains and the company’s industry leading position.  The ideal candidate is an industry proven, hands-on, large-scale, public facing senior web engineer by trade with a broad range of full stack software engineering capability and accompanying real-world digital accomplishments.  

Summary of Responsibilities: Partners with Regional Vice President (aka, external wholesaler) to strategically manage territory, places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Summary of Responsibilities: Leads a team of exempt associates responsible for executing Vendor Management Program priorities for Western & Southern vendors. Includes the design, implementation and maintenance of the evolving vendor management processes, standards, and key metrics, as appropriate for the size and complexity of the Company. Leads negotiation strategy and execution for high spend/high risk vendors and provides general assistance and guidance, as appropriate, for other vendor negotiations. Leads team accountable for ensuring vendor relationship owners understand and properly execute their responsibilities via implementing processes for consistent oversight and education regarding expectations. This role serves as the primary executive liaison between legal, project leads and other key stakeholders in the vendor management process, as appropriate, and serves as the executive responsible for partnering with vendor relationship owners to develop strategic sourcing strategies and vendor relationship management strategies and will provide recommendations on in/out-sourcing decisions and selection of alternative vendors. Leads team responsible for effectively communicating key metrics related to the execution and performance of the vendor management program. Works with minimal supervision and is responsible for making an established range of decisions, escalating to senior management 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: Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.

  Design, configure and adminster mission critical Microsoft SQL installations throughout the enterprise. Provide consulting services to the business and to the information technology (IT) community, assessing apporpriate technology solutions and implementing them.

Summary of Responsibilities: Partner with Agency Home Office and Field Management to provide enhanced training, marketing, sales strategies, and support to drive increased W&S Life sales. Assist Staff Managers and Financial Representatives in case prep, product selection, and competitive posture in the sale of the W&S Life core portfolio. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and follow through on commitments. Provides a broad range of sales concept knowledge and core product understanding. Approximately 50% of activity will be outbound sales support and 50% of activity will be inbound support. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Summary of Responsibilities: 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.

Summary of Responsibilities: The Release Manager is responsible for driving and coordinating enterprise IT project releases and regular Keep‑The-Light-On (KTLO) releases for internal business application capabilities, and works closely with other IT development teams, IT operation teams, and IT program managers to deliver high-quality IT application releases. The Release Manager owns the development and test environment, primarily to ensure that the appropriate environments and test data are available when needed and for the right purpose.  

Summary of Responsibilities: As the technical member of the DevOps Team, the DevOps Engineer will provide enterprise level operational and technical support for DevOps tooling (i.e., TFS, Git, SonarQube, Visual Studio, Subversion, Eclipse). DevOps Engineer will assist in producing roadmaps, standards and plans for the enterprise installations of DevOps tooling working with Enterprise Architecture, Infrastructure and other stakeholders. In addition, the DevOps Engineer will consult with and train Application Developers on best practices and standards, onboard new applications onto DevOps platforms and collaborate with other stakeholders within the enterprise. The DevOps Engineer will help drive the business by assisting in development of strategies and roadmaps for DevOps tooling. In addition, will be responsible for designing, configuring, installing, monitoring and maintaining technology in a mission critical environment. Responsibilities also include performing daily system maintenance tasks and participating in on-call duty. The DevOps Engineer is also responsible for providing customer service for all enterprise DevOps tooling users. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

Summary of Responsibilities: The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful delivery of an innovative, high-quality solution to the Western & Southern Financial Group organizations running Salesforce as their Customer Relationship Management system (CRM), including Communities and Marketing Cloud integrations (Distributed Marketing and MC Connect). This individual is responsible for key activities on Salesforce, Communities and Marketing Cloud integrations; system administration, system configuration especially around customization of objects, user roles and profiles setup, permission sets, fields, record types, page layouts, list views, reports, dashboards, requirements, training and ongoing support. The position provides tier one support by identifying, logging, tracking, resolving and/or escalation of all incoming user-reported incidents. The Salesforce Administrator must have the ability to work as part of a collaborative team in order to be successful. This individual must be very proactive, have initiative and ability to reach out to ensure tasks and deliverables are met, risks and mitigation strategies uncovered. This individual must communicate with confidence, build relationships through inspiring trust and sharing information, and be able to challenge assumptions.

Summary of Responsibilities: Partners with Regional Vice President (a.k.a., External Wholesaler) to strategically manage territory. Places calls and provides information about portfolio composition, relative to performance and product design. Develops and maintains relationships with registered representatives to promote the sale of Touchstone funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.