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Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.
Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a...
The Advanced Senior IT Vendor Management Specialist executes assigned aspects of the Vendor Management Program for the Company, including the development and implementation of enhancements to the Vendor Management program focused on high complexity/high spend vendors. This individual is responsible for providing leadership and vision in the development and execution of the vendor management program for IT with a focus on high complexity/high spend vendors, which includes the documentation, implementation and maintenance of the IT vendor management processes, standards, and metrics tracking. This role is accountable for all activities associated with effectively building and maintaining external third party partner/vendor/outsourcing relationships, which includes...
The compliance officer, Investments/Risk Management is an experienced sole contributor that assists the chief compliance officer (CCO) in the management of compliance processes in support of Fort Washington Investment Advisors, Inc. Provides compliance oversight, regulatory guidance instituting effective governance and risk management practices. Partners with CCO and senior management in the development and application of strategic vision for the culture of compliance for a SEC registered investment adviser. Responsible for assisting the CCO in maintaining regulatory, risk, and governance oversight by analyzing and establishing internal controls. Owns and leads compliance program activities, including oversight of business requirements and internal controls for...
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.
The Customer Service & Sales Associate position is a full-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.
Responsible for the quality control and review of all day-to-day processing for the department. Provides managers with timely feedback and statistical data. Identifies potential problem areas, process barriers, training issues and financial risks to the Company. Prepares written procedural documentation and conducts job-specific training for new hires in addition to training in specialized areas for current associates. Stays current with state and federal compliance and regulations. Serves as a resource to department associates. Works with more complex issues and provides specialized training for more complex transactions.
Processes and approves complex contract and policy changes which may include conversions, reinstatements, face amount increases, add and cancel riders, add and cancel benefits, loans, surrenders, partial surrenders, etc., for Fixed, Variable and Indexed Life contracts utilizing various administrative systems. Interacts with Senior Case Analysts and other departments to complete transactions. Works with some supervision but is empowered to approve applications and other decisions within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriter, manager or other departments for final disposition. Completes appropriate transactions, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules...
Provides a broad range of sales, marketing, technical and operations support to producers and registered representatives of B/D in assigned territory. Works with paired field members of Distribution Support Team (DST) to provide services in assigned territory and supports other regions as needed. Focuses on sustaining and enhancing relationships with producers and registered representatives. Utilizes extensive in-depth product information to answer questions from the field. 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.
Under the direction of the Compliance Manager, the Paralegal - Compliance independently manages multiple tasks relating to record management, project tracking, budgeting, invoice management and administrative support. The Paralegal - Compliance supports members of the Legal and Compliance team with various projects and strategic initiatives and works with both internal and external partners on legal, compliance and related matters. Develops, implements and maintains appropriate processes and protocols to support compliance, tracking and reporting requirements. 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.
The corporate communications specialist is a member of the Corporate Communications team, charged with developing and executing internal and external communications strategies and activities supporting a wide range of topics, including year-end financial performance, financial ratings and rankings, business and company milestones, corporate philanthropy, community involvement, talent acquisition and retention, and executive and employee engagement. The corporate communications specialist supports strategic communications, executive communications, media relations and financial communications efforts to reinforce company and brand reputation management at the local, state, regional and national levels in support of Western & Southern Financial Group business...
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.
Responsible for leading the development of data models to support business intelligence systems, ensuring that data models, data architectures and data classifications are aligned to the Enterprise business activities. Responsible for mentoring application and infrastructure teams skills, a comprehensive understanding of the company's business activities and excellent interpersonal communication skills. Senior candidates will have 5+ years of experience mentoring technical teams in BI/DW architectural issues and best practices. All candidates should have completed several Business Intelligence (BI) project life cycles. Works under minimal supervision and is responsible to make a wide range of decisions, escalating to the manager when necessary and updating the manager on a regular...
Sorts and distributes incoming mail to Western & Southern Financial Group (W&SFG). Processes undeliverable mail and refers it to the appropriate department. Tracks all incoming express, registered, certified mail and delivery confirmation, keying information into a database. Provides backup to the mail coordinators when necessary. 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
Analyzes major business processes for improvement in operational effectiveness. Functions as an internal consultant to the Enterprise Licensing Team. Coordinates the devlopment, implementation and ongoing maintenance of a performance metrics system for the Enterprise Licensing Team. Coordinates ongoing analysis, benchmarking and reporting on key performance indicators in the performance metrics system. Develops and implements reports to identify training opportunities, areas for improvement and operational efficiencies. Prepares written and procedural documentation and conducts process-specific training for new or current associates.
Manages workflow within Return Mail Team 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 internal and external 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.
Examines, investigates and evaluates information from policyholders, attorneys, physicians, hospital personnel, police departments, employers, State Medicaid personnel, funeral homes, Probate courts and other professionals needed to determine the disposition of life, annuity, health and disability claims within authority limits. Benefit and coverage decisions made are susceptible to litigation and/or significant monetary damages. In addition to claim handling, handles second-level support calls from the Client Relationship Center (CRC) and direct customer support to clients and financial representatives (i.e. outbound calls to settle express claims). Provides prompt and courteous customer service to external and internal customers and provides job-specific...
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...
The Portfolio Analyst is a member of the Portfolio & Risk Analysis group on the investment team at Fort Washington Investment Advisors with varying responsibilities. The primary goal of the centralized Portfolio & Risk Analysis function is to work closely with the investment team and operations group to increase efficiencies and data accuracy with improved reporting and dynamic portfolio analysis of both third party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting. The associate will have exposure to a broad range of asset classes and sectors within Fixed Income and Public Equity and will...