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...

Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and followthrough on commitments. Provides a broad range of sales and marketing support to national and independent broker-dealers. 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.

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.

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.

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.

Evaluates claim information and decides appropriate course of action to properly assess, clarify and appraise the claim in compliance with policy provisions, claim procedures, legal requirements and professional ethics.

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 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 specialize in a specific area. Works with...

Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Provides consultation to plan sponsors and agents regarding plan design and operation. Works with minimal supervision.

Plans, coordinates and executes all facets of a wide range of meetings and supports small to medium size CBU (Core Business Unit) meetings and conferences across the Enterprise, including site inspections as needed, location recommendations, contract negotiations, budgeting, on-site execution, billing reconciliation and post-meeting evaluation. Works directly with business unit heads, their administrators, and other senior leaders and marketing teams through all stages of planning and execution. Manages all aspects of executive travel with Cin-Air and Limolink, working directly with the office of the Chairman, President and CEO. Supports the Meeting Planning, Travel & Events team in specific areas of meeting and conference planning, including program specifications, banquet event orders...

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