Director & Associate Chief Underwriter
Company: Western & Southern Financial Group
Posted on: January 16, 2022
Summary of Responsibilities:
Develops a wide range of personalized material utilizing a wide
array of document development tools, including a variable
data-driven system for one-to-one marketing material. Incorporates
static text, graphic images and variable text based on data
provided by various business units. Performs address record
cleansing. Provides a high level of customer service, and works
with customers to ensure their documents conform to corporate brand
identity and industry best practices. Possesses knowledge of
document life cycle, industry best practices, document creation,
document automation, document insertion and various distribution
methods. Escalates issues to the assistant manager or manager when
appropriate and updates assistant manager or manager on a regular
Builds electronic and hard-copy documents for use by a wide variety
of business units throughout Western & Southern Financial Group.
These documents are often legally required customer correspondence
or are used for internal business or external marketing purposes.
These documents are developed using a wide array of document
development tools based upon input from the Subject Matter Experts
Prepares variable data-driven documents using conditional logic for
printing and mailing using proprietary variable data production
software. Conditional logic is utilized to incorporate appropriate
static or variable text, and static or variable images. Creates
fillable documents utilizing various document development
Prepares address records to ensure that mailings are distributed
with the highest degree of accuracy via CASS and NCOA
certification. Formats documents to comply with USPS regulations
and corporate brand identity standards.
Proofreads own work as well as the work of other document
specialists against the requirements established by the business
areas requesting support.
Communicates effectively with customers from all levels of the
organization to provide excellent customer service. Understands the
needs of the customer and discusses preferred document appearance
and how the document will be disseminated to add value to the
As new technology is identified for use within the division and/or
throughout the Company, obtains a thorough understanding of a given
new technology (through a combination of formal training, research
and trial and error). Matches new technology functionality with
specific goals and opportunities identified to better meet customer
needs. Beta tests high-profile software such as Microsoft Office
releases prior to Companywide integration, provides feedback and
serves as a knowledge resource for other departments.
Participates in department, division and group continuous
improvement initiatives. Obtains additional technical and
professional skills in order to keep pace with customer needs and
technological advances. Assists the assistant manager and manager
in establishing best practices for the group.
Provides various niche services to internal customers (dictation,
data entry, etc.) with accuracy.
Participates in the training of new associates.
Performs other duties as assigned by management.
Demonstrated ability to learn and master new software. Cite
specific examples of software learned and used.
Demonstrated ability to communicate effectively with various
associates at all levels to understand requirements and convey
issues appropriately. Cite examples of gathering requirements and
adding value to a document by understanding its purpose and
Proven aptitude for approaching problems analytically and
Demonstrated experience effectively handling customers and
providing excellent customer service.
Proven ability to maintain a high level of confidentiality and use
Proven experience handling multiple duties, high volumes and
completing assigned tasks accurately and under tight deadlines.
Cite examples of organizational and time management methods used to
manage or prioritize workload demands.
Demonstrated experience working effectively within a team. Cite
examples of team participation.
Proven experience adapting and demonstrating flexibility associated
with changes to policies/procedures.
Demonstrated experience maintaining a calm and professional
demeanor when handling demanding situations.
Demonstrated attention to detail and commitment to quality in a
Demonstrated general familiarity with page layout principles.
Works in an office setting and remains continuously 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
Associate's degree or trade school certificate related to document
or information creation or commensurate selection criteria
Computer Skills and Knowledge of Hardware & Software Required:
Highly proficient in Microsoft Word.
Working knowledge of Adobe Acrobat Professional and Microsoft
Experience in Adobe InDesign and Microsoft Access (or other
database applications) preferred.
Experience with variable data-driven document creation software
Experience with address preparation software preferred
Ability to key 50 net words per minute (gwpm minus errors)
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
Extended hours required during peak workloads or special
Keywords: Western & Southern Financial Group, Cincinnati , Director & Associate Chief Underwriter, Executive , Cincinnati, Ohio
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