Senior Policy Analyst
2 months ago
Company: Western & Southern Financial Group
Position: Policy Service Specialist
We are seeking a highly skilled Policy Service Specialist to join our team at Western & Southern Financial Group. As a Policy Service Specialist, you will be responsible for analyzing, researching, interpreting, and authorizing nonforfeiture options, premium income, contract changes, and new business applications.
Key Responsibilities:
- Analyze and approve cases, review for completeness and accuracy, and code appropriate systems accordingly
- Support financial compliance by calculating withholding, updating cost basis, and preparing financial statements
- Manually calculate policy values through specialized software programs and actuarial formulas
- Reconcile and balance daily, weekly, and monthly financial ledgers
- Collaborate with multiple departments to adapt to industry changes
- Provide training to ensure accuracy and offer superior customer service
- Perform other assigned duties and comply with all policies and standards
Requirements:
- High School Diploma required, some college work preferred
- Demonstrated experience in problem-solving, customer handling, and multitasking
- Advanced knowledge of financial transactions, mathematics, and accounting principles
- Strong analytical skills, attention to detail, and excellent communication skills
- Experience in a related role and proficiency in systems and software applications
Work Environment:
- This position is office-based with extended hours during peak workloads
Travel Requirements:
- None
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