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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Operational Excellence Lead

Business OperationsPosted on Nov 10
Full-timeCincinnati, OH, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • Typically five to seven years of business experience in the service industry is required.
  • Typically two to three years of experience using continuous-improvement tools such as Lean or Six Sigma to improve process efficiency and deliver customer value is required.
  • Demonstrated ability to influence leaders and associates, build trust, share ideas compellingly, gain commitment, and find common ground and acceptable alternatives for multiple stakeholders is required.
  • Strong communication skills, including listening, presenting, speaking, and writing, and the ability to adapt communication content and style to diverse stakeholders, are required.
  • Strong critical-thinking skills, including conceptualizing, analyzing, synthesizing, and evaluating data and information to draw accurate conclusions and make sound decisions, are required.
  • Organizational courage to hold peers and others accountable for results is required.
  • Strong customer focus and work ethic are required.
  • Leadership skills, including providing direction and influencing and guiding team members toward a recommended course of action, are required.
  • A demonstrated history of executing with urgency and proficiency is required.
  • Working knowledge of Microsoft Office products is required.
  • Ability to communicate verbally and exchange accurate information with customers and associates is required.
  • Visual acuity to read and interpret correspondence, procedures, reports, and forms; conduct visual inspection involving small defects, small parts, or machinery; use measurement devices; and assess accuracy, neatness, and thoroughness is required.
  • Ability to prepare written correspondence, reports, and forms using prescribed formats and following rules of punctuation, grammar, diction, and style is required.
  • Ability to apply logical-thinking principles to define problems, collect data, establish facts, and draw valid conclusions is required.
  • Ability to perform continuous computer work involving substantial movement of the wrists, hands, and fingers is required.
  • Availability for extended hours during peak workloads or special projects or events is required.

Responsibilities

  • Facilitate the development and application of operational excellence tools, processes, and systems to build associates’ capabilities, including providing operational excellence training and leading Kaizen improvement events.
  • Build and maintain trust and credibility with associates at all levels by modeling and coaching company principles and operational excellence practices.
  • Coach leaders, managers, and associates on the purpose and use of operational excellence systems, processes, and tools to develop a culture of operational excellence.
  • Guide operational excellence maturity in the business through hands-on development and sustainment of tools, processes, and systems.
  • Identify and leverage business and enterprise best practices to support ongoing operational excellence development, document lessons learned, and incorporate them into the local business as appropriate.
  • Manage operational excellence improvement tools, including the Assessment Gap Plan and continuous-improvement roadmap, to drive business performance.
  • Perform reporting and development activities as required by the PROSPER team.
  • Perform other assigned duties and comply with applicable policies and standards.

About the Company

Western & Southern Financial Group

Provides personalized financial solutions and guidance

Western & Southern Financial Group guides individuals and middle-market clients in managing financial needs through face-to-face advice from Western & Southern Life representatives. Their products, including life insurance and other financial solutions, are selected and implemented by trained agents who assess goals, explain options, and tailor plans within an agency-based structure supported by mentors and managers. The company stands out by prioritizing personal, attentive service, a long heritage dating to 1888, and a culture built on integrity, loyalty, and teamwork. Its goal is to help clients reach financial objectives with clear guidance, stable products, and ongoing support rather than quick, transactional outcomes.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Cincinnati, OH
Founded
1888

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