Operations Support Coordinator

Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.

More than 135 years of operating history;

• Born as a modest, door-to-door life insurance business and built to last forever
• Ranked 314 on Fortune 500
• Award winning Talent Development Team
• Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
• We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community

We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.

The Operations Support Coordinator is responsible for reviewing, researching and initiating follow-up on several field office financial reports related to balancing field office cashbooks on a daily basis and office bank accounts on a monthly basis as outlined by NAIC and Model Audit Rule requirements. Skill sets served include but are not limited to someone who is skilled at analyzing incoming requests and coordinating between field offices and various Home Office departments to resolve discrepancies and overlooked or mishandled requests.

• Collects reviews and tracks various financial reports to ensure office cash and open items are balanced on a daily basis. Confirms accuracy or researches to resolve discrepancies; records progress per auditing requirements. Works with both field and Home Office associates to research, resolve and report discrepancies.
• Analyzes monthly open item reports and coordinates efforts between field offices and Home Office associates to clear old open items and outstanding NSF checks. Processes journal vouchers and cost receipts for appropriate billing charge backs.
• Monitors various workflows within Customer First Platform and Department Email account for processing; identifies errors and proactively provides necessary feedback or coaching. Triages requests to appropriate departments for handling.
• Facilitates transfer of client accounts between field offices and between field and Home Office. Makes manual corrections to transfer data spreadsheets or by manually keying overrides to correct discrepancies between BACC and MDOCS systems; includes office closure and whole book transfer files.

• Demonstrated proficiency and experience working with databases, spreadsheets and numerical data.
• Proven experience managing multiple duties and completing duties by identified deadlines.
• Demonstrated strong attention to detail with excellent organizational skills. Must cite examples of organization and time management methods used to prioritize demands.
• Proven ability to convey information in a clear, focused and concise manner while expressing or exchanging complex information via written and verbal communication methods. Communications include providing support to a remote workforce.
• High school diploma/GED.

• Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
• Retirement solution with our 401(k) savings AND pension plan!
• Paid time off that…