Working independently, prepares state and local tax compliance for various life and non-life corporate and joint venture entities. Assists in tax research that may arise during tax compliance preparation (e.g., due date and estimate requirements), and prepares and assembles state, county, municipal and other miscellaneous state and local taxes. Prepares supplemental schedules that are required for the annual statement. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary and updating management on a regular basis.

Summary of Responsibilities: Performs medical underwriting/medical risk analysis, establishes underwriting standards, and reads EKG's for Western & Southern and Columbus Life New Business. Acts as a consultant for the Benefits Department, including employee health and disability coverage. Provides limited patient care, including injuries, in the Health Services Department. Additionally, consults with Claims Administration as needed.

Summary of Responsibilities: 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.