Benefits Customer Service Analyst
Western & Southern Financial Group job in Cincinnati, OH
Overview Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. 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 Responsibilities What you will do:
Answers associate and health care providers' requests over the telephone or through written correspondence within the time service standards set by the department. Exercises excellent customer service skills ensuring each contact is a positive experience by using a professional tone, displaying empathy as appropriate, being sincere and practicing good listening skills. Uses sound judgment when confronted with an unusual or unfamiliar request.
Administers the Open Enrollment process involving communication with all Home Office and Field associates as well as all retirees to maintain or change their benefits for the upcoming plan year.
Obtains medical information from associates, hospitals and doctors for pre-existing, outpatient/inpatient preauthorization reviews, second opinion determinations and concurrent reviews for inpatient admissions. Creates and updates nurse record screen on the benefits claim system including all medical information obtained from the member, hospital and physician offices. This information is vital in the nurses' daily monitoring of the patient's continued care.
Creates and maintains benefit information for each associate, retiree and eligible family members in multiple systems used in the Benefits Department. Records must be updated timely and accurately to ensure payroll deductions are correct and medical/dental claims are processed correctly.
Administers the prescription drug program. Maintains override information on all preauthorized prescriptions.
Maintains compliance with applicable federal and state laws (e.g., HIPAA) related to privacy, security, confidentiality, and protection of personal information, including, but not limited to, personal health information and personally identifiable information
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Or GED (Required)
Demonstrated experience maintaining a calm and professional demeanor when handling difficult and sensitive situations with callers (Required) and
Demonstrated experience working as part of a team developing cooperation and collaborative work efforts toward solutions that benefit all parties involved (Required) and
Proven experience completing multiple assignments simultaneously, and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills (Required)
Proven success working in a high-volume call center as a service rep identifying customer issues, defining and resolving problems, and collecting or interpreting data to establish facts, draw valid conclusions and provide effective resolutions.
Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers at all levels in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
Proven ability to handle confidential information in a discreet manner.
Working knowledge of word processing and spreadsheet applications
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyProperty Manager
Western & Southern Financial Group job in Cincinnati, OH
Overview The Multifamily Property Manager is an experienced and polished professional who oversees daily operations at a boutique luxury apartment building. This is more than a traditional property management role - the ideal candidate brings a refined, service-oriented approach akin to that of a high-end hotel concierge. As the face of the property, the Multifamily Property Manager delivers exceptional resident experiences while ensuring operational excellence. Responsibilities What you will do:
Serve as the primary point of contact for residents, delivering concierge-level service with professionalism, discretion, and attention to detail.
Maintain an impeccable standard of property presentation, from common areas to back-of-house operations.
Anticipate and fulfill resident needs, handling special requests, coordinating services, and resolving concerns with urgency and grace.
Oversee all aspects of day-to-day property operations, including maintenance, cleanliness, safety, and vendor coordination.
Manage leasing activity as needed, including tours, application processing, and move-in/move-out coordination.
Monitor and manage the property's operating budget, rent collections, and expense control to meet financial goals.
Maintain strong relationships with third-party vendors and contractors to ensure quality service delivery.
Ensure compliance with all applicable laws, regulations, and property policies.
Conduct regular property inspections and proactively identify maintenance needs or service gaps.
Maintain accurate resident records, lease files, and reports using property management software.
Coordinate and manage community events or lifestyle programming to enhance the resident experience.
Lead and mentor the team, providing guidance, training and support to ensure the successful completion of daily tasks and overall team development.
Performs other duties as assigned.
Complies with all policies and standards.
Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.
Qualifications
High School Diploma Some college coursework or equivalent combination of professional experience in property management, hospitality, or customer service. - Required
Typically having 5+ years of experience in luxury residential property management, hospitality, or a related field. - Required
Hospitality industry background or concierge experience. - Preferred
Proven ability to cater to a high-end clientèle with poise, diplomacy, and a solutions-driven mindset. Required
Strong organizational skills and keen attention to detail. Required
Excellent communication and interpersonal skills. Required
Working knowledge of property management software (Yardi) and Microsoft Office. Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Associate must be able to travel via car
Occasional after-hours work needed
Valid Driver's License with a safe driving record
Travel Requirements:
5% travel Local travel for property related errands as needed.
Auto-ApplyOperational Excellence Lead
Western & Southern Financial Group job in Cincinnati, OH
Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.
Responsibilities
What you will do:
Facilitates the development and application of OpEx tools, processes and systems to grow the competency of business associates. This includes providing OpEx training and leading improvement events (Kaizen).
Builds and maintains trust and credibility with associates at all levels by exhibiting and coaching W&S Principles and OPEX practices.
Coaches Leaders, Managers, and Associates on the importance (Why) and use (How) of OpEx systems, processes, and tools to develop a culture of operational excellence.
Guides OpEx maturity in the business with a hands-on approach to development and sustainment of tools, processes and systems.
Identifies and leverages best practices within the business and Enterprise to support ongoing development of OpEx. Documents lessons learned and incorporate into the local business as appropriate.
Manages OpEx Improvement tools, including Assessment Gap Plan and CI Roadmap, to drive business performance.
Performs reporting and development activities as required by the PROSPER team.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree or commensurate experience - Required
Typically requires five years of business experience in service industry. - Required
Typically requires two years of experience utilizing continuous improvement tools (e.g. Lean, Six Sigma, etc.) to improve process efficiency and deliver customer value. - Required
Demonstrated influence with leaders and associates, including gaining the confidence and trust of others, sharing ideas in a compelling manner that gains commitment from others, and finding common ground and acceptable alternatives that satisfy the needs of multiple stakeholders. - Required
Proven outstanding communication skills, including listening, presenting, speaking and writing, adjusting communication content and style to meet the needs of diverse stakeholders. - Required
Demonstrated strong critical thinking skills with the ability to conceptualize, analyze, synthesize, and evaluate data and information to draw accurate conclusions and make sound decisions. - Required
Proven organizational courage to hold peers and others accountable for results. - Required
Demonstrated strong customer focus and work ethic. - Required
Demonstrated leadership skills, including providing direction, influencing and guiding team members to a recommended course of action. - Required
Demonstrated history of executing with urgency, proficiency and passion. - Required
Working knowledge of Microsoft Office products. - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Occasional after-hours work needed
Travel Requirements:
None
Auto-ApplyService & Sales Associate
Western & Southern Financial Group job in Cincinnati, OH
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.
Responsibilities
What you will do:
Utilizes professional license, training and experience to provide advice and make informed life insurance and/or annuity recommendations for new and/or existing customers based on client needs.
Prepares illustrations associated with approved life insurance applications using data entry points that match the approved application.
Provides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary.
Reviews, researches, and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email, or online chat.
Conducts follow-up calls to provide additional information and/or assist with application completion as necessary.
Answers telephone calls from current customers regarding policy status information and provided instructions to initiate a change or transaction. This includes caller verification following documented business process and providing information that is documented and does not require independent decision making.
Conducts outbound calls to existing customers for non-sales purposes. This could include verifying/confirming information, obtaining instructions regarding an in-house service request, and premium due reminders.
Processes service transactions using prescribed administrative systems or peripheral systems. This could include address changes, ownership changes and disbursement requests. Transactions are keyed following documented procedures. Errors or unexpected results must be identified and escalated to manager.
Processes new business applications. Responsible for following business process rules and state specific rules that are documented. Identifies when application is not-in-good-order and takes appropriate steps to remediate. Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date.
Indexes documents in imaging workflow system to accurately identify the document type. Follows procedural documents to enter data such as policy number, customer name, source of business, form type and other key identifiers
Completes business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma or GED (Required)
Bachelor's Degree (Preferred)
Ability to consistently work scheduled shifts as assigned
Demonstrated flexibility and ability to easily shift based on business need as required
Excellent verbal communication skills
Keyboarding skills with attention to detail and high accuracy
Ability to follow documented procedures and execute transactions according to steps identified with low need for assistance
Ability to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly.
Proficient in outlook, word, excel, access database.
Life and Health Insurance License in home state within 45 days (Required)
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyManager Payroll
Western & Southern Financial Group job in Cincinnati, OH
Manages successful execution of all payroll processes, procedures, reporting, and delivery of timely and quality service to the Enterprise. Develops staff through coaching and performance management, utilizing a Multipliers mindset to enhance performance and engagement. Maintains compliance with federal, state and local payroll tax regulations across a mult-entity, multi-state organization. Fosters collaboration through positive business relationships with associates in all business units, third-party vendors and payroll tax authorities. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to senior management when appropriate.
Responsibilities
What you will do:
Manages full cycle of payroll activities and processes, including biweekly and monthly payroll runs, bonus and commission payments, garnishments, tax reporting, year-end processing and ongoing systematic payroll changes.
Plans, organizes and directs work of the Payroll functions, ensuring all deadlines and reporting standards are met or exceeded, communicating any issues to senior management in a timely manner.
Accurately anticipates resources required to support changes in workload. Plans ahead to accommodate such changes without impact to service levels or Enterprise goals and objectives.
Identifies production problems and collaborates with Information Technology and third-party payroll system provider to remediate in a timely fashion.
Manages intradepartmental projects and project teams related to Payroll or companywide initiatives for process improvements, increased efficiency or expense reductions. Prepares documentation for communication, instruction and historical purposes. Consults with Manager on effect of projects on departmental processes or systems, ensuring requirements are met and that proper systems and procedures are in place to support processing.
Stays current with payroll processing trends, ensuring departmental operations and philosophies remain relevant. Monitors payroll tax regulations and industry trends through review of industry publications and online resources, providing recommended actions as necessary to senior management.
Acts as administrator of payroll system modules, including general ledger interface and maintains department business continuity plan.
Oversees account reconciliations related to payroll processing, including operating cash account. Works closely with accounting and third-party payroll system provider to resolve outstanding items and out-of-balance situations.
Prepares annual compensation exhibits for financial statement disclosures, tax reports, annual census report and worker's compensation reports.
Acts as a liaison with the business units and produces monthly payroll reports for financial purposes. Responds to payroll-related requests and matters.
Performs other duties as assigned.
Complies with all policies and standards.
Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.
Qualifications
Bachelor's Degree In Accounting, Business Administration, Human Resources or related field or commensurate experience in a lead/managerial position in Payroll, Finance/Accounting or HRIS Administration - Required
Proven experience supervising or mentoring individuals, including providing direction, coaching and effective feedback to team members. - Required
Demonstrated experience in customer service, identifying problems/issues, and providing and initiating effective resolutions. Must provide examples of strong negotiation skills. - Required
Proven experience coordinating multiple assignments and completing assigned tasks accurately and on a timely basis. - Required
Demonstrated experience working independently. Experience must include identifying and resolving problems where independent decision-making and initiative were demonstrated. - Required
Demonstrated knowledge of payroll, personnel and benefit policies, procedures and workflow. Required
Demonstrated knowledge of payroll accounting. Required
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Required
Proven ability to keep information confidential. Required
Demonstrated professional demeanor when handling demanding situations. Required
Proficient in payroll software, preferably ADP. Required
Working knowledge of Microsoft Office Products. Required
Certified Pricing Professional (CPP)-PPS - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyWebsite Copywriting Intern (Summer 2026)
Western & Southern Financial Group job in Cincinnati, OH
The website copywriting intern will be assigned various projects, which include drafting and editing compelling and engaging content for the W&SFG website as well as helping to improve the customer experience, increase website traffic, and ultimately, generate sales. The intern will work collaboratively with customer experience, user experience, search engine optimization and content team members. This individual will obtain direct exposure to Western & Southern Financial Group (W&SFG) management and be a key member of the M&DCOE team.
Responsibilities
What you will do:
Content Strategy: Participate in content strategy planning meetings, offering input and ideas for upcoming content needs or campaigns.
Content Creation: Write and edit content for the company's website and associated marketing materials. This includes developing copy for web pages, blog posts, email campaigns, and other digital marketing materials.
SEO Optimization: Research and apply SEO and on-page best practices to web copy to improve visibility on search engines, including keyword research and on-page optimization.
Research: Conduct industry-specific research to support content development. This might include learning about products, services, target audiences, and competitors to craft effective copy.
Brand Consistency: Ensure all written content aligns with the company's brand voice and style guide.
Proofreading: Edit and proofread copy to ensure clarity, proper grammar, spelling and punctuation.
Collaboration: Work with the marketing and design teams to understand project requirements, create compelling copy and improve user experience.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree Communications, marketing, journalism or related field. - Required
Between junior and senior year. - Preferred
Strong interest in digital marketing and customer experience. - Required
Proven cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred.
Demonstrated excellent written and verbal communication skills.
Proven general knowledge of the functions of copywriting with strong copyediting and proofreading skills.
Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis.
Proven examples of motivation and proactive personal development.
Demonstrated successful experience in problem-solving situations.
Strong team player with a cooperative, positive attitude.
Working knowledge of Microsoft Office (Word, Excel, and PowerPoint)
Some knowledge of SEO and digital marketing techniques.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyAssistant Chief Building Engineer
Western & Southern Financial Group job in Cincinnati, OH
Overview Assists in the oversight of the engineering and continuous operations of a one-million-square-foot, Class A office, retail and parking garage development as directed by the Chief Building Engineer. Provides oversight and maintenance of all property systems including, but not limited to, fire/life safety, mechanical (HVAC, plumbing, controls), electrical metering systems (lighting, UPS, PDU, primary switch gear), lighting and temperature control systems, critical environments, light construction and maintenance (painting, repairs, lock installation, grounds keeping), digital systems (fire alarm, duress, card access, CCTV). Facilitates various building inspections with local authorities such as the fire department and the department of buildings and inspections. Supervises the engineering team with the objectives of safely, efficiently and effectively operating the property in a cost-effective manner. Ensures the highest level of professionalism, while meeting the client and tenant's needs with the commitment to deliver the highest level of service while increasing the value of the asset. Responsibilities What you will do:
Oversees daily building operations, including electrical and HVAC-related repairs and issues.
Organizes and supervises activities and assigns tasks of engineering associates.
Maintains schedules and assures that all shifts are staffed to provide adequate manpower for all related tasks.
Assists Chief Building Engineer with the oversight of contracted services.
Serves as primary backup to the Chief Building Engineer, and oversees building/personnel responsibilities in their absence.
Performs personally and/or directs major and more complex maintenance tasks.
Inspects buildings and grounds daily to assure quality interior and exterior maintenance is performed. Completes inspection forms to document deficiencies. Arranges corrective action when required to assure customer satisfaction.
Collaborates with Chief Building Engineer to train and develop maintenance associates through daily coaching, while administrating and implementing the Performance Management Program. Routinely conducts inspections to assure that work is performed in a safe and skilled manner and in compliance with all safety regulations and practices.
Responsible for preparing and holding bimonthly safety meeting with all on-site Engineering associates covering safety procedures for the exposures in the workplace (per OSHA requirements).
Maintains repair parts and inventory for stock items related to areas of responsibility.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Associate's Degree Or commensurate selection criteria experience. - Required
Proven knowledge of electrical, heating, ventilation, air conditioning and plumbing, and experience with direct supervision of these trades. - Required
Proven knowledge/experience and aptitude in the areas of painting, carpentry, janitorial, grounds keeping and general repairs at supervisory level. - Required
Demonstrated experience maintaining a calm and professional demeanor when handling stressful situations. - Required
Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. - Required
Demonstrated experience effectively handling customers and providing excellent service. - Required
Proven experience working in a customer-oriented field, effectively articulating complex technical information, via phone/written communications, demonstrating the ability to deliver an adverse response in a positive manner. - Required
Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
Proven willingness to respond any time needed (day or night) to emergencies, equipment failure or staffing problems.
Demonstrated ability to read and interpret blueprints and specifications.
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Ability to successfully interpret and communicate business needs between internal groups and external vendors in a clear, focused and concise manner.
Demonstrated ability to effectively interact and communicate with all levels of staff and management.
Proven ability to proactively recognize personnel problems and take corrective action.
Demonstrated knowledge of various types of tools and equipment used in building operations.
Demonstrated specialized knowledge in the area of safety/OSHA and the ability to train others.
Proven ability to read and comprehend oral and written instructions.
Working knowledge of Word and Excel, as well as Outlook (email).
Working knowledge of industry and proprietary applications supporting mechanical systems and services (i.e., Yardi or Archibus for work orders, Tracer, Lutron (lighting controls) and Meter Manager (tab meter software)
DL NUMBER - Driver License, Valid and in State Valid driver's license with a satisfactory and safe driving record Upon Hire - Required
Completion of BOMI courses: design, operation and maintenance of Building Systems part I and part II within one year of employment, subject to course availability. within 1 Year - Required
Work Setting/Position Demands:
Demonstrated ability to stand, walk, sit, stoop, reach, bend, kneel, crouch, crawl, push, balance, climb and lift on a regular basis. Lifting includes raising objects from a lower to higher position or to move objects horizontally from position-to-position. Frequently lifting objects up to 50 pounds unassisted and over 50 pounds assisted. .
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats.
Written communication conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Must be able to work from 32-foot extension ladder, scaffolding, man-lift up to 120 feet and use in a safe and approved manner.
Frequent exposure to noise, dirt, odors, temperature extremes and potentially hazardous tools and equipment.
Must be able to safely use manual tools and power equipment common in the construction trades. Must be able to handle hazardous materials safely and tolerate exposure to electrical hazards as well as environmental hazards such as molds and various solvents.
This position works in both indoor and outdoor environmental conditions.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyCounsel - Employee Benefits And Tax
Western & Southern Financial Group job in Cincinnati, OH
Provides legal advice and counsel on employee benefits matters to all Western & Southern Financial Group business and shared service units throughout the Enterprise. Provides legal advice to mitigate risk and address issues that arise. Manages benefits-related disputes directly and/or through outside counsel. Works with minimal supervision and escalates to General Counsel/Deputy General Counsel and business unit management as appropriate. Preferred candidates will also have general familiarity with the Internal Revenue Code, and particularly life insurance and annuity product tax issues, so that they may also support and advise on tax-related issues and litigation.
Responsibilities
What you will do:
Advises Benefits Department and executive management on ERISA and other legal issues relating to the Enterprise's benefits plans.
Reviews, monitors and revises employee benefit plan programs to ensure continued compliance with regulatory and statutory changes in federal and state laws; offers expertise and advice on complex legal issues related to benefit plan programs.
Manages and handles benefits-related litigation matters, customer questions and disputes, and similar issues with little direction or supervision. Communicates and negotiates with opposing counsel and business/shared service unit leaders to resolve disputes and accomplish objectives.
Identifies, retains and manages outside counsel handling (subject matter) litigation, and manages risks of litigation or threatened litigation in line with business unit/shared service initiatives and budgetary considerations.
Provides regular training on various ERISA topics (with a particular focus on compliance) of interest to Company associates in Insurance Operations, FWIA, Touchstone, Claims, and other administration and servicing areas.
Influences business unit and shared service leaders throughout the organization to exercise fair, compliant and ethical behavior in the course and scope of their management decision-making.
Drafts, negotiates and finalizes complex legal contracts and documents.
Undertakes complex research assignments from General Counsel and/or Deputy General Counsel.
Assists other attorneys as needed with issues relating to benefits and tax questions.
Effectively and efficiently manages outside counsel substantively on issues as well as on budget.
Is detail-oriented and resourceful with excellent follow-through skills.
Preferred candidates can also support business units and shared services areas (e.g. the Actuarial, Tax, Insurance and Annuity Operations, and Institutional Markets Departments) on general corporate tax matters, including but not limited to: • Interpreting the applicability of tax laws and regulations, tax planning, legislative and regulatory developments, and federal, state and local tax matters. • Advising on customer questions. • Managing tax litigation, to include negotiating with opposing counsel and advising business/shared service unit leaders to resolve disputes and accomplish objectives. • Providing regular training on tax topics (with a particular focus on compliance) of interest to Company associates in Insurance Operations, FWIA, Touchstone, Claims, and other administration and servicing areas. • Advising on product tax issues for both new and existing annuity products, particularly in connection with qualified plans and Individual Retirement Accounts (IRAs), as well as life insurance products, including but not limited to: Definition of Life Insurance (Internal Revenue Code Section 7702); Modified Endowment Contracts (Internal Revenue Code Section 7702A); and other federal and state tax laws and statutes, including state premium taxes.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Juris Doctor degree from a recognized and accredited law school and above average class standing; top 25 percent preferred. - Required
Master of Laws (LLM) degree in Employee Benefits or Tax is preferred but not required. - Preferred
Substantial experience (typically 6-10 years of experience following law school) in the role of Counsel, Senior Counsel or equivalent in title and experience handling complex benefits matters and related litigation. - Required
Extensive experience in a corporate legal department and/or law firm, working independently with clients on complex matters. - Required
Demonstrated leadership and supervisory skills, interpersonal skills, and ability to work cross-functionally, both to build relationships with business unit clients and other attorneys and to develop associates in skills and proficiency while achieving tactical and strategic goals. - Required
Preferred candidates will have experience in handling tax matters and related litigation, and ideally life insurance and annuity product tax issues. - Preferred
Excellent issue identification, negotiation and conflict resolution skills (creativity and problem solving). - Required
Sound judgment and initiative in selecting the most effective solutions. - Required
Strong contract drafting and excellent written communication/technical drafting skills. - Required
Excellent verbal communication/interpersonal skills, detail-oriented and resourceful with excellent follow-through skills. - Required
Ability to work under pressure, prioritize and manage multiple tasks and priorities; meeting deadlines is imperative. - Required
Demonstrated ability to build collaborative relationships with executive leadership, and to influence others beyond direct control, both inside and outside the Company. - Required
Demonstrated ability to lead teams of other attorneys and colleagues in the organization on legal and regulatory matters, cases and/or issues. - Required
Demonstrated ability to focus on big picture corporate vision and collaborate with other business unit and shared services unit management; appreciable knowledge and perspective of businesses. - Required
Proficient in the use of the Microsoft Office suite. - Required
An OH license to practice law, or the ability to obtain an Ohio Corporate Counsel license if admitted in another state. Upon Hire - Required
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Occasional after-hours work needed
Travel Requirements:
5% travel Attend occasional conferences and litigation matters
Auto-ApplyGarage Attendant
Western & Southern Financial Group job in Cincinnati, OH
Overview Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. 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 Responsibilities What you will do:
Performs security patrols and keeps unauthorized persons out of garage.
Continuously monitors CCTV (security cameras).
Collects parking fees from public.
Collects, retains and re-issues executive car keys.
Drives Company cars and trucks for business-related reasons.
Answers phone and takes messages.
Checks for parking tags, improperly parked vehicles, vehicles left running, lights left on, flat tires, etc.
Counts money and tickets, records amount of each and deposits cash in safe.
Assists Company associates with minor car problems.
Cleans and keeps garage, offices, elevators, stairs, washrooms and outside areas in orderly condition; removes trash and snow; paints. Performs hosing with high-pressure water and vacuums floors.
Works as a safety monitor between associates in vehicles leaving the garage and pedestrians.
Unlocks and opens garage on morning shift and locks and closes garage on evening shift.
Use brushes and power washing equipment to clean the exterior of vehicles to include the rims.
Dry the exterior of vehicles after cleaning.
Vacuum and clean car interior, including floor mats and seats.
Clean windshield and windows thoroughly.
Check fluid levels and document anything used.
Perform light vehicle maintenance tasks.
Fill vehicles with gas and document as required.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Or GED - Required
Proven basic experience handling money, cash registers and calculator. - Required
Demonstrated experience effectively handling customers and providing excellent customer service - Required
Must provide examples from work experience demonstrating flexibility to meet department and customer needs - Required
Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail. Expected to cite examples of establishing priorities for workload demands. - Required
Demonstrated ability to carry and utilize two-way radio, using proper radio etiquette. Required
Proven ability to read and comprehend written and oral instructions. Required
Demonstrated ability to effectively interact and communicate with all levels of staff and management. Required
Demonstrated ability to maintain professional appearance. Required
Basic working knowledge of computers with the ability to retrieve and send emails Required
Work Setting/Position Demands:
Demonstrated ability to walk, stand, stoop, reach, bend, kneel, crouch, crawl, push, balance, climb and lift on a regular basis. Some walking and standing for long periods during shift. Frequently lifting objects up to 50 pounds unassisted and over 50 pounds assisted. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Performs repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.
Works in both indoor and outdoor environmental conditions.
Exposure to noise, dirt, odors, temperature extremes and potentially hazardous tools and equipment.
Must be able to safely use manual tools and power equipment common in the construction trades. Must be able to handle hazardous materials safely and tolerate exposure to electrical hazards as well as environmental hazards such as molds and various solvents.
Extended hours required during peak workloads or special projects/events.
Valid Driver's License with a safe driving record
Travel Requirements:
None
Auto-ApplyDirector Enterprise Program Management
Western & Southern Financial Group job in Cincinnati, OH
OverviewProvides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost effective use of technology, staff and business practices. Leads and develops enterprise teams of managers and skilled personnel.
Is responsible for the long-term vision, development and maturation of the Project Management Office (PMO) Center of Excellence (CoE) to offer services to both the IT department and the enterprise.
Is responsible for delivery of the program/project portfolio for the eenterprise.
Directs activities for multiple, complex enterprise transformation initiatives, ensuring that the initiative's business needs are addressed effectively and as agreed upon with the business partners.
Is accountable for all strategic project-related processes, tools, metrics and documentation delivering value and meeting quality standards, budgets and deadlines.
Works with minimal supervision and is responsible for making a broad range of decisions, escalating to executive-level associates when necessary and updating executive-level associates on a regular basis.
ResponsibilitiesWhat you will do: Develops and executes on the eenterprise, IT departmental and PMO visions, goals, priorities and values.
Builds and matures a Center of Excellence (CoE) with the following responsibilities: • Works with senior management in the development of the strategic direction for the program management delivery initiative for the enterprise.
• Uses expert-level knowledge and skill in the PMO discipline to build and mature best practice program and project management methodology (based on PMBOK), tools, metrics and training across the enterprise.
Attracts, recruits and retains associates with the right skills, competencies and cultural fit.
Fosters the performance and development of associates to reach their full potential.
Plans, allocates and deploys resources effectively and efficiently to meet strategic goals.
Plans, leads and manages initiatives effectively by delivering on committed value, dates, budget, scope and quality.
Develops and manages within departmental, portfolio, program and project budgets and report on variances.
Ensures adherence to IT and PMO standards, processes and alignment across W&SFG.
Follows standards to negotiate effective agreements and ensure quality deliverables.
Owns and manages vendor relationships as applicable.
Develops effective client and business relationships and credibility.
Supports the day-to-day operations of W&SFG business and shared services units.
Develops and meets service level agreements (SLA) and key performance indicators for applicable PMO services.
Acts as a change agent across the enterprise for PMO services.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications Bachelor's Degree Business, finance or IT is preferred or commensurate experience - Required Typically requires 10+ years professional IT management experience - Required Typically requires 10+ years direct personnel management experience - Required Successfully setting, implementing and achieving team goals.
- Required Establishing a work environment that is committed to collaboration and excellence when working with the team and business partners.
- Required Providing effective feedback and influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
- Required Typically requires 10+ years full IT project lifecycles as the project manager or program manager for delivering multiple large-scale complex projects and programs - Required Coaching and mentoring project managers.
- Required Experience building and managing a PMO, which includes determining program/project management delivery services to offer the enterprise based on business needs and capacity, planning and aligning resources to services and programs/projects, developing program/project management skills both within the PMO and within the enterprise, partnering and collaborating with key stakeholders for successful program/project delivery, continually improving program/project management processes and integrating them into the various methodologies, developing program/project management training that can be used internal and external to the PMO, and defining and tracking delivery metrics.
- Required Proven successful experience on identifying moderate to complex problems, quantifying problems and providing effective resolutions.
- Required Proven strategic thinking from concept to implementation to facilitate solutions that drive results and have a valuable impact on the organization.
- Demonstrated in-depth business knowledge and experience in enterprise-wide operations, products, programs, technology platforms, distribution channels and competitive landscape.
- Demonstrated knowledge and the ability to coach on IT technical concepts such as application development, data management, business analysis, testing strategies and tools, integration, security and/or data center and infrastructure concepts and how they integrate together to build a quality solution.
- Proven successful experience and proficiency in portfolio, program and/or project oversight, requirements development and IT governance.
- Demonstrated ability to function or lead on program and project level, in both a leader and a participant capacity, on business, software and infrastructure projects.
- Proven experience in tailoring and implementing diverse program/project and development methodologies, including waterfall, agile and iterative.
- Demonstrated use of strong listening, communication and presentation techniques.
Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
- Demonstrated adaptability when required to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change.
- Demonstrated attention to detail with excellent organizational skills, time management and the ability to prioritize workload demands for the team.
- Proven high emotional intelligence, sound judgment, and enterprise and team thinking.
- Proficient skills in word processing, spreadsheet and presentation applications.
- Proven skills in technical writing, flow charting and process modeling methods.
- Proficient in Microsoft Office (Excel, Access, Word, Visio, MS Project and PowerPoint).
- Portfolio Management Professional (PMP) Upon Hire - RequiredWork Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously.
Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements: Some travel by car or plane.
Actuarial Intern (Summer 2026)
Western & Southern Financial Group job in Cincinnati, OH
Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis.
Responsibilities
What you will do:
Gathers, organizes and formats data from various sources, reviews for reasonableness and provides this data for internal and external use.
Applies mathematical, statistical and technical skills to analyze data and reports.
Obtains, verifies and organizes company experience to be used in product development, valuation and financial reporting.
Designs mathematical formulas in pricing or asset-liability computer models to reflect new product features.
Executes pricing, valuation and asset-liability runs, selecting the correct model and input data, and ensuring internal consistency of all assumptions, product features and in-force data.
Modifies models and/or formulas to fit current experience.
Reviews for reasonableness and assists in analyzing results.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Pursuing Bachelor's degree and in actuarial science, mathematics or a related field.
Proven proficiency in Microsoft Office products.
Proven strong analytical skills, including ability to identify and quantify problems, and provide effective resolution.
Proven ability to work under multiple deadlines, successfully organizing and effectively completing projects where given minimal supervision.
Proven ability to work independently or as part of a team.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Auto-ApplySenior Life Insurance Underwriting Consultant
Western & Southern Financial Group job in Cincinnati, OH
Overview 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 process, which includes financial needs, insurable interests, avocations and occupations along with a comprehensive knowledge of the company's products and procedures.
Concurs on cases that are over the Underwriters' limits of authority; the Senior Underwriting Consultant will be responsible for the final approval of these cases. Reviews the cases of the Underwriters to determine the quality of the work and any developmental needs. Responsibilities What you will do:
Independently determines the extent of the risk to the Company and assigns a classification.
Independently evaluates underwriting requirements through a variety of correspondence, reports and forms.
Determines if additional underwriting requirements in excess of the regular requirements (i.e., age/amount requirements) are needed.
Makes underwriting decisions that produce claim results within the Company's mortality expectations.
Determines appropriateness of applied coverage (i.e., sufficient financial justification, appropriate insurable interest).
Concurs on cases over the Underwriters' limit of authority.
Completes file reviews on the Underwriters.
Complies with federal and state rules and regulations (i.e., MIB, Fair Credit Reporting Act, blood testing, Replacements, 1035 Exchanges, etc.).
Communicates with field force, vendors, reinsurers, various Home Office associates, etc.
Underwrites policy changes, reinstatements, rate reduction or removal.
Gives proper direction to the New Business support staff and Underwriters.
Serves in the lead position for the team on a periodic basis, communicating workflow to the group and other teams.
Effectively works within a team composed of associates who are at various levels of experience and expertise in addition to various job levels.
Periodically prepares procedures to be used in work-related procedural and training manuals, and also prepares formal reports in conjunction with department projects.
Mentors underwriters regarding cases, customer service, relationships with agents and technical skills. Develops and presents structured job-specific training as management directs, applying appropriate adult-learning principles.
Shares prepared cases studies with underwriting staff in order to develop the skills of the entire group.
Maintains confidentiality of information including sensitive medical, financial, personal and payroll information.
Makes presentations to sales schools and at seminars regarding underwriting practices.
Builds relationships with peers within the industry to share best practices and benchmark underwriting guidelines.
Collaborates with AVP & Chief Underwriter, Chief Underwriter and Medical Director on special projects.
Acts as backup to AVP & Chief Underwriter or Chief Underwriter as needed.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
College degree or relevant underwriting experience (Preferred) and
LOMA 280, 290, 311, 320, ACS-100 (Designation), ALU-1, ALU-2, FALU and/or CLU Designation and/or commensurate experience as outlined in the selection criteria section. (Required)
Demonstrated experience evaluating risk and insurability on large face amount cases. (Required) and
Proven experience working in a customer-oriented field and effectively articulating information to clients in a patient and understanding manner while managing multiple tasks/issues involving clients (Required) and
Proven examples from work experience of going beyond the call of duty to assist team members. (Required) and
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. (Required)
Demonstrated knowledge of medical terminology.
Proven ability to successfully portray strong financial and medical underwriting skills.
Demonstrated strong negotiation skills and experience “selling” adverse decisions to producers in a clear, concise and positive manner that leaves producers feeling good about the decisions.
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolution.
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
Proven examples of handling difficult situations effectively while maintaining high volumes of work.
Demonstrated ability to show leadership within a work group and mentor associates with various levels of experience.
Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
Working knowledge of word processing and spreadsheet applications.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyFinancial Representative
Western & Southern Financial Group job in Fort Wright, KY
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplyProject Management Intern (Full Year 2026)
Western & Southern Financial Group job in Cincinnati, OH
Overview Responsible for the coordination and completion of enterprise-level projects within Western & Southern Financial Group Group (W&SFG) using a combination of disciplines (process, change, and business and technical). Manages one to multiple small- to medium-scale work efforts simultaneously while serving as the single point of contact for those efforts with minimal assistance. Leads/coordinates all aspects of the initiatives, including but not limited to planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management, and quality management through all portions of the project and development lifecycles such as indeation/conceptualization, rationalization/prioritization, requirements, design, build/configuration, testing, documentation, training, deployment, stabilization and closure. Responsible for ensuring that work initiative results meet requirements regarding quality, reliability, schedule and cost. Sets deadlines, assigns responsibilities/tasks, and monitors and summarizes progress of their assigned projects. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project goals and requirements are met. Must be familiar with system scope and project objectives, as well as the role and function of each team member, in order to effectively coordinate the activities of the team. Relies on limited experience and judgment to plan and accomplish goals. Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis. Responsibilities
What you will do:
Prepares Project Status Reports and provides regular status updates to Program Managers, clients and stakeholders. Acts as a liaison between the business customer and Project team(s) by building cooperative, constructive, effective relationships.
Conducts project meetings and is responsible for project tracking and analysis. Performs administrative duties commensurate with the requirements of the organization, including data gathering, metrics and reports, and is accountable for the management of the supporting project budget. Accountable for the successful delivery of assigned work efforts and/or projects following established PMO and quality standards/guidelines, and provides a single point of contact for those projects. Reviews and ensures that all assigned work is delivered within the defined scope, quality, time and cost requirements.
Assists as appropriate in the development of all Program/Project requirements (functional and non-functional) for customers, and ensures the implementation of strategies and initiatives to effectively meet or exceed business requirements and customer expectations.
Coordinates resource feedback discussions with, and provides resource feedback to, Program/Project Leads and Program/ Project Managers.
Manages Project-level assumptions, risks and issues to ensure clarity around the challenge, the impact and the action plan, providing direction/guidance as needed.
Manages small- to medium-sized projects with assistance from concept through closure ensuring major project activities, milestones and deliverables are planned and tracked and progress is accurately reported using the standard Project management lifecycle (project plan, status, assumption, risk and issue log, change control log, budget/estimates, resource plans, funding requests, etc.). Manages Project Plan to ensure that deliverables are on track by providing guidance to team members around assignments, tasks, priorities and timeframes. Drives plan refresh activities based on direction from Program/Project manager and input from Program and Project Leads, and updates Project Plan in alignment with the overall Program Plan.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Working toward a Bachelor's Degree In business, finance or IT is preferred; or commensurate experience. - Preferred
Demonstrated experience setting goals and successfully implementing and achieving goals. - Required
Proven work experience influencing and directing others to initiate a recommended course of action to solve a problem or increase efficiency. Exudes a strong sense of teamwork by working together effectively, respectfully and efficiently with all team members in a work environment. - Required
Demonstrated experience and competence in leading project teams. - Required
Minimum of one year of professional business and/or IT experience. - Preferred
MS SharePoint and Access experience preferred. - Preferred
Demonstrated use of strong listening and communication techniques and presentation software.
Proven excellent verbal and written communication and presentation skills with experience conveying information to internal and external customers in a clear, focused and concise manner.
Demonstrated ability to function on a project level, on application and technical projects.
Demonstrated adaptability when required to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change.
Proven strong attention to detail with excellent organization skills. Must cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate ability to plan, execute and maintain a project from start to finish.
Proven skills in documentation, spreadsheet and database applications.
Proficient in Microsoft Office (Excel, Access, Word, Visio, PowerPoint).
PMI Project Management Professional (PMP) , PMI PMI Agile Certified Practitioner (PMI-ACP) , or PMI Certified Associate in Project Management (CAPM) designation - Preferred
An insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyInventory/Traffic Control Manager
Western & Southern Financial Group job in Newport, KY
OverviewManages and controls activities of the Inventory & Traffic Control and Mail Production functions that include inventory management, warehousing/traffic and fulfillment management, shipping and receiving, and mail inserting. Acts independently with minimal supervision and makes significantly complex decisions.
Escalates issues to director when appropriate and updates director on a regular basis.
ResponsibilitiesWhat you will do: Inventory Management Responsibilities: Manages the Automated Inventory Management System (P+).
Works with director to plan, organize and execute an inventory system training program.
Assists in establishing policies and appropriate monitoring processes.
Researches and resolves inventory and/or system problems as reviewing the performance of inventory store keeping units (SKUs).
Provides system-generated progress reports.
Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes and work cooperatively to provide quality customer service.
Manages the pulling of materials from inventory for traffic and fulfillment management production.
Manages the disposition of inventory SKUs for adjustments, overages, shortages and scrap.
Assists in development and implementation of savings and costs avoidance strategies to minimize inventory asset carrying costs.
Traffic & Fulfillment Management Responsibilities: Manages the Automated Traffic & Fulfillment Management System (P+).
Directs the Company's transport of fulfillment orders/shipments.
Manages the performance and evaluation of suppliers used for transport.
Examines claims for loss or damage and approves for processing.
Maintains work files for the traffic management process (packing slips, receiving/inspection reports, bills offloading, etc.
).
Assists in working with suppliers in the expediting process.
Manages the receiving and the movement of incoming materials to inventory.
Manages the handling of raw materials to maintain appropriate flow through production and general business areas.
Performs coordination of company delivery and inspection disputes.
Assists in Supply Chain Management Procurement: Provides input to purchasing agents and/or associate buyers when conducting formal Request for Quotation/Request for Information (RFQ/RFI) solicitations for specified products and services pertaining to raw material and supply chain management requirements only (paper, envelopes, continuous cut forms, checks, shipping and packing materials, overnight shipping and MRO products).
Management Responsibilities: Manages Mail Production and Inventory & Traffic Control associates by establishing work assignments, schedules and approval of time allocated.
Recruits, hires, trains and develops staff.
Provides directions to and development of associates through daily coaching, the administration of the Performance Management Program and creation and implementation of development plans.
Budget Management: Manages the inventory/traffic management operating budget with chargeback stipulations (approximately $250,000).
Other Duties: Assists with implementing supply chain management strategies (inventory management and warehousing/ traffic and fulfillment management/shipping and receiving) and action plans and other supply chain management projects as assigned.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications Bachelor's Degree In business administration, supply chain management (inventory management and warehousing/traffic and fulfillment management/shipping and receiving) or commensurate selection criteria experience.
- Required Demonstrated experience leading and motivating teams in situations associated with high volumes of work and/or customer demands.
Must possess strong coaching and feedback skills.
- Required Demonstrated experience identifying problems arising from employee relations issues, customers, policy/procedural changes, etc.
, and provides effective recommendations to resolve.
- Required Proven experience in the supply chain management industry demonstrated by a thorough knowledge of inventory management and traffic management principles.
- Required Demonstrated experience setting professional goals and successfully implementing and achieving these goals.
- Required Proven ability to compute normal mathematical calculations (ratios and averages).
- Proven research/analytical capabilities.
- Demonstrated ability to interact and communicate with all levels of management.
Possesses and displays excellent verbal/written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
This would include strong telephone communication and effective presentation skills.
- Demonstrated ability to receive, organize and coordinate multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis, while maintaining a calm and professional demeanor.
Provide examples of handling difficult situations effectively while maintaining high volumes of work.
- Demonstrated attention to detail with excellent organization skills.
- Demonstrated can-do attitude and experience effectively handling customers with excellent service.
- Demonstrated strong team orientation and excellent interpersonal skills while interacting in a team atmosphere.
Ability to establish and maintain effective working relationships with suppliers, internal team members and customers.
Exhibits the ability to coach associates in the supply chain management (inventory management and warehousing/traffic and fulfillment management/shipping and receiving) profession.
- Working knowledge of spreadsheet, word processing applications, e-mail and familiarity with a standard automated procurement and/or supply chain management system (PeopleSoft, P+, Lawson, or Computer Associates).
- Certified Purchasing Professional (CPP) Procurement and/or supply chain management certification is desired (CPP - Certified Purchasing Professional), or achievement of such certification within one year (inventory management certifications are also applicable).
within 1 Year - PreferredWork Setting/Position Demands: This position works primarily in inside environment conditions.
Frequent exposure to noise, dirt, odors, temperature.
Demonstrated ability to walk (frequent) stand (frequent), stoop (occasional), reach (frequent), bend (frequent), kneel (occasional), crouch (occasional), applicable), push, climb (occasional) and lift a maximum of 50 lbs.
unassisted.
Position is required to remain in a continuously stationary position (sitting or standing) for long periods of time.
a.
Push / Pull i.
12lbs or less - Frequent ii.
13 - 25 lbs.
- Frequent iii.
26 - 40 lbs.
- Occasional iv.
41 - 100 lbs.
- Occasional v.
Over 100 lbs.
- Occasional b.
Lift / Carry i.
12lbs or less - Frequent ii.
13 - 25 lbs.
- Frequent iii.
26 - 40 lbs.
- Occasional Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis (frequent).
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously.
Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
(frequent) Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
(frequent / occasional depending on position) Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
(frequent) Ability to make substantial repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.
(frequent) Extended hours required during peak workloads or special projects/events.
Travel Requirements: None
Advanced Internal Auditor - Information Technology
Western & Southern Financial Group job in Cincinnati, OH
Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. 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.
Responsibilities
What you will do:
Performs risk-based audit procedures on scheduled audit projects in accordance with approved risk-based audit programs and in a timely, efficient and professional manner, demonstrating a working knowledge of internal control concepts for each audit project.
For assigned audit projects, clearly documents and evaluates the internal controls present in the manual and automated systems being reviewed, identifying internal control strengths and weaknesses.
Prepares audit work papers that accurately and sufficiently document audit tests performed, in accordance with departmental guidelines, i.e., Audit Procedures Manual (APM).
Consistently provides timely information to the Audit Director during the audit project regarding weaknesses noted and recommendations for corrective action.
Prepares summary memoranda, closing conference agenda, planning meeting memos, etc., that accurately describe results of tests performed, the nature of control weaknesses and exposures, and identify practical recommendations for improvements.
Completes the Internal Audit self-study program in order to gain the required knowledge of internal control concepts, audit testing techniques, data processing knowledge and financial, systems and operational audit knowledge.
Provides basic internal controls consultation to our customers as requested.
Serves as the lead in-charge auditor on small- to medium-size audit projects that have a low to medium level of difficulty and risk.
As lead in-charge auditor of a project, supervises assigned resources, general interns and staff internal auditors.
Assists external auditors and regulatory auditors in the performance of scheduled audit activities.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree In accounting, business administration, information systems, computer science or related field of study.
Demonstrated experience coordinating multiple projects/assignments (2 to 3) simultaneously and completing assigned tasks accurately and on a timely basis. Possesses strong attention to detail with excellent organizational skills. Solid project management with proven experience successfully planning, executing and maintaining a project from start to finish. - Required
Proven working knowledge of internal control concepts and risk-based audit techniques.
Demonstrated thorough knowledge of accounting. - Preferred
Proven ability to develop or adapt programs/procedures on an as-needed basis.
Proven strong analytical skills, including demonstrated experience identifying, defining and resolving problems, and collecting or interpreting data to establish facts and draw valid conclusions.
Demonstrated strong verbal and written communication skills with demonstrated success interpreting and communicating business needs between internal groups and external vendors in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. Will be expected to provide examples of written audit reports.
Proven progressive risk-based integrated auditing experience in a “Big Four” public accounting firm or a Fortune 500-type company. - Preferred
Proficiency in the use of Microsoft Office (Word, Excel, Access, Visio).
Exposure to automated systems, including mainframes and Local Area Network- and Wide Area Network-based applications.
Exposure to automated auditing tools, including ACL, Easytrieve Plus, etc. - Preffered
Certified Internal Auditor (CIA) Candidate for certification Upon Hire - Preferred
Certified Information Systems Auditor (CISA) Candidate for certification Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
5% travel Less than 5% travel required annually.
Auto-ApplySales Coordinator
Western & Southern Financial Group job in Cincinnati, OH
Effectively and proactively supports the sales process by providing high-quality service to the wholesaling team, sales representatives, and agents. Develops and maintains positive working relationships with these stakeholders to ensure seamless operations. Demonstrates an advanced understanding of the application and new business processes, staying updated on all relevant changes, procedures, and guidelines. Resolves inquiries from representatives, agents, or firms through email, telephone, or written correspondence. Gathers, researches, and analyzes policy information to provide accurate and timely responses. Assists in training and developing peers by offering on-the-job support. Consistently meets established performance objectives and service levels by achieving production and quality standards.
Responsibilities
What you will do:
Application Review & Processing: Regularly reviews applications, promptly obtaining any missing or additional information and required forms. Communicates effectively with agents, the new business department, and the sales team to ensure smooth processing of new business and that applications are in good order. Creates a sense of urgency to reduce cycle times, improve metrics, and meet Service Level Agreements (SLAs).
Customer Service & Inquiries: Responds to inbound service-related calls, referring sales inquiries to the appropriate members of the sales team. Delivers excellent customer service to both internal and external clients. Handles inquiries from the sales team and agents on a wide range of topics, including new and existing business, licensing, commissions procedures, and other issues as they arise.
Proactive Customer Service: Identifies potential opportunities through reactive telemarketing efforts while ensuring excellent customer service for both internal and external stakeholders.
Process Improvement: Assists in the development and implementation of efficient procedures and processes to optimize workflow and strategies.
Reporting & Analysis: Prepares and analyzes various sales and activity reports on a regular basis, including metrics, phone reports, new producer reports, and agent and territory production by product, associate, channel, or campaign.
Operational Feedback: Provides feedback to management and participates in meetings to address systems and operational issues when necessary.
Compliance: Ensures adherence to internal policies, external regulatory requirements, and industry compliance standards at all times.
Systems Expertise: Utilizes in-depth knowledge of proprietary systems to support distribution needs, ensuring efficient access to product information, sales data, and client insights. Leverages these systems to enhance sales processes.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
High School Diploma Or GED. - Required
Team Collaboration: Demonstrated experience in working and communicating cooperatively and effectively within a team. Must provide examples of going above and beyond to assist team members in various work situations. - Required
Adaptability & Flexibility: Proven experience in adapting to changes in policies and procedures. Must provide examples demonstrating flexibility in meeting department and customer needs. - Required
Complex Issue Resolution: Proven experience in identifying, analyzing, and resolving complex issues. Must provide examples of creative problem-solving in past roles. - Required
Proven ability to coordinate multiple projects simultaneously, and complete assigned tasks accurately and on a timely basis. Must provide examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties.
Demonstrated strong attention to detail with excellent organizational skills and time management skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
Proven ability to resolve client issues independently, exercising sound judgment to recognize when escalation to a Manager is necessary.
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
Demonstrated ability to perform effectively in high-stress environments with heavy workloads and multiple demands.
Proficient in word processing, spreadsheet applications, presentation and contact management software.
Preferred experience with sales technology software.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Occasional after-hours work needed
Travel Requirements:
5% travel
Auto-ApplySoftware Development Intern (Full Year 2026)
Western & Southern Financial Group job in Cincinnati, OH
Join the Finance IT team at Western & Southern Financial Group and gain hands-on experience in a dynamic, professional environment. As a Software Developer Intern, you'll contribute to the modernization and support of internal applications that are essential to the financial operations of a Fortune 500 company. You'll be exposed to all phases of the software development lifecycle and have the opportunity to work closely with experienced developers and business stakeholders
Responsibilities Key Responsibilities:
Analyze and refactor existing business applications to support modernization efforts and enhance maintainability.
Participate in the full software development lifecycle (SDLC): requirements gathering, solution design, coding, testing, and deployment.
Develop scalable, high-quality code using .NET/C# and SQL.
Collaborate with developers, analysts, and business users to identify system enhancements and troubleshooting needs.
Document and communicate technical solutions clearly and concisely.
Provide application support, resolve production issues, and assist in maintaining operational stability.
Follow Western & Southern Financial Group development standards and ensure compliance with internal processes and SDLC guidelines.
Actively participate in team meetings and contribute to solution planning and execution.
Perform additional duties as assigned by management
Qualifications Qualifications:Required:
Currently pursuing a Bachelor's degree in Information Systems, Computer Science, or a related field.
Minimum 3.0 GPA.
Experience with full stack development (.NET/C# and SQL).
Excellent communication skills (verbal and written).
Strong analytical and problem-solving abilities with a keen attention to detail.
Ability to thrive in a fast-paced, team-oriented environment.
Self-motivated, adaptable, and eager to learn.
Preferred:
Basic understanding of finance or business operations is a plus, but not required.
Prior internship or project-based experience in software development.
Technical Skills:
Proficiency in .NET/C# programming.
Strong SQL development and database design fundamentals.
Familiarity with version control systems (e.g., Git), Agile methodologies, and modern development tools.
Competency in Microsoft Word, Excel, and other productivity tools.
Work Environment:
This position is based in a professional office setting.
Requires prolonged periods of computer work and desk-based activity.
May involve repetitive motion tasks and extended screen time.
Auto-ApplyRotational Intern - Accounting, Audit and Treasury (Full Year 2026)
Western & Southern Financial Group job in Cincinnati, OH
Rotates through three departments, including Internal Audit, Corporate Accounting and Treasury. Program spans 9 to 12 months, spending 3 to 4 months in each department. Participates in team-oriented projects that support Internal Audit, Accounting and Treasury management in accomplishing departmental objectives.
Responsibilities
What you will do:
Accounting • Responsible for financial reporting to management, supports the preparation of reporting for the monthly, quarterly and annual close. • Assists in the preparation of quarterly and annual financial statements. • Prepares routine journal entries and balance sheet reconciliations. • Assists, as needed, with strategic accounting projects and initiatives.
Internal Audit • Participates in the completion of risk-based integrated audits by documenting processes and controls, performing testing of controls and transactions, and summarizing project results for presentation to Company management. • Serves as a member of the project team responsible for performing transaction testing on behalf of external audit firm. • Prepares presentations to management.
Treasury • Assists with premium check deposit processing by utilizing banking and administrative systems to achieve daily time-sensitive agreements. • Supports Treasury management in documenting and organizing on-going and ad hoc projects and initiatives. • Partners with Corporate Treasury Finance to prepare funding agreement documentation, as time permits.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree Accounting. - Required
Demonstrated experience in problem-solving situations and ability to create innovative solutions. - Required
Demonstrated experience handling multiple priorities in a fast-paced environment. - Required
Experience in use of word processing and spreadsheet. - Required
Proven ability to analyze and interpret financial and operational data.
Demonstrated desire for continuous learning and improvement.
Proven strong verbal and written communication skills.
Demonstrated commitment to quality, emphasizing the need to deliver quality products and/or services.
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-ApplyCredit Analyst II - Leveraged Credit
Western & Southern Financial Group job in Cincinnati, OH
The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
Responsibilities
What you will do:
Researches assigned credit sectors and evaluates fundamental characteristics, trends, opportunities and risks therein. Research activities include frequent collaboration with peers across the firm's investment research teams, including investment grade credit, leveraged credit, emerging markets debt and equity.
Presents timely purchase, sell, and position-sizing recommendations with regard to both security selection and sector allocation to the portfolio manager(s), trader(s), and credit research team(s) with a focus on relative value, strategy objectives, risk, liquidity and ability to execute.
Stays current on industry news, trends and controversies within assigned coverage areas. Provides relevant, frequent and timely updates to the credit research team(s), portfolio manager(s), head of credit and CIO(s). This includes, but is not limited to, new issue commentary/recommendations and regular sector and positioning reviews for credit investment strategies.
Functions as the “sector PM” for assigned sectors; works directly with portfolio manager(s) to determine positioning (credit, curve and/or CUSIP-level) within assigned sectors of various fixed income strategies.
Cultivates and maintains relationships with external research, sales, trading and industry management teams where possible.
Understands third-party total return and internal insurance asset-liability management (ALM) fixed income portfolio strategies, objectives, risk-tolerances and constraints.
Actively contributes to team discussions of corporate credit valuation and strategy. Collaborates with the portfolio manager(s) and peers to assist in top-down risk allocations to credit sectors.
Works with portfolio manager(s), account administrators, operations and marketing staff within Fort Washington as well as a variety of other Western & Southern departments.
Performs other duties as assigned.
Complies with all policies and standards.
Qualifications
Bachelor's Degree In finance, accounting, economics or quantitative-related field. - Required
Master's Degree MBA - Preferred
Typically five or more years of proven successful experience in fundamental credit and/or equity analysis. - Required
Demonstrated experience effectively influencing a group to a recommended course of action. - Required
Proven track record of outperformance. -
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. -
Proven ability to effectively interact and communicate with all levels of staff and management. -
Demonstrated strong analytical skills. -
Proven ability to conceptualize and use new methodologies. -
Proven ability to work under multiple deadlines and minimal supervision. -
Proven strong quantitative and mathematical skills. -
Demonstrated desire and initiative to strive for continuous improvement and excellence. -
Proven strong team orientation. Must provide examples from work experience of going above and beyond the call of duty to assist team members. -
Proficient in Bloomberg and Microsoft Office applications. -
Strong Excel modeling skills, VBA knowledge a plus. -
Chartered Financial Analyst (CFA) Upon Hire - Preferred
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.
Travel Requirements:
None
Auto-Apply