Senior Policy Analyst

2 months ago


Cincinnati, Ohio, United States Western & Southern Financial Group Full time

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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