Document Specialist
W&S Life Insurance Company - Cincinnati, OH

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Western & Southern Financial Group has an immediate opportunity for a Document Specialist.

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 customer to ensure their documents conform to Corporate Brand Identity and industry best practices standards. Possesses knowledge of document life-cycle, industry best practices, document creation, document automation, document insertion and various distribution methods. Escalates issues to the Supervisor and/or Manager when appropriate and updates Supervisor on a regular basis.

Position Requirements

Position Responsibilities:
•Builds electronic and hard-copy documents for use by a wide variety of business units throughout the Enterprise. 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 tools.
•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.
•Proofs own work as well as the work of other Document Specialists against the requirements established by the business areas requesting changes.
•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 customer’s project.
•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 & 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 Company-wide 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 Supervisor and Manager in establishing best practices for the group.
•Provides various niche services to internal customers and Public Relations (dictation, data entry, etc.).
•Participates in the training of new associates.
•Performs other duties as assigned by management.
Selection Criteria:
•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 use.
•Aptitude for approaching problems analytically and logically.
•Demonstrated experience effectively handling customers and providing excellent customer service.
•Ability to keep a high level of confidentiality and use discretion.
•Proven experience handling multiple duties, high volumes and completing assigned tasks accurately and under tight deadlines. Cite examples of organization 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 production-oriented environment.
•General familiarity with page layout principles.
Educational Requirements:
•Associate’s degree or trade school certificate related to document or information creation or commensurate selection criteria experience.
Computer skills and knowledge of hardware & software required:
•Highly proficient in Microsoft Word.
•Working knowledge of Adobe Acrobat Professional and Microsoft Excel.
•Experience in Adobe InDesign and Microsoft Access (or other database application) preferred.
•Experience with variable data-driven document creation software preferred.
•Experience with address preparation software preferred (CASS/NCOA).
•Ability to key 50 net words per minute (gwpm minus errors) preferred.
Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):
•None required.
Position Demands:
•Extended hours required during peak workloads or special projects.
Position Attributes
Western & Southern Financial Group, a Fortune 500 company, is a dynamic family of diversified financial services companies that provides life insurance, annuities, mutual funds, retirement planning and investment products and services to help millions of consumers nationwide to plan and protect their financial futures.
With more than 5,000 associates and more than 50,000 individuals in our selling group, Western & Southern offers consumers and businesses the financial products and services they require to meet their insurance needs and investment goals. Having reached more in excess of $50 billion in assets owned and under management, we are leveraging our industry leading financial strength to fuel our growth through strategic acquisitions, increases in our current product revenue stream and expansion into new distribution channels and businesses.
Western & Southern provides a host of benefits that include medical, dental, life, pension, 401K, free fitness facility, on-site cafeteria, and generously subsidized parking. Western & Southern promotes a stable, fulfilling and challenging environment with an emphasis on excellence and continued career development.