Full-Time

Workforce Management Specialist

Deadline 3/4/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Muskegon, MI, USA

In Person

Office-based in Fremont, MI; occasional after-hours; must be able to travel by car.

Category
Operations & Logistics (1)
Required Skills
Sharepoint
Data Analysis
Excel/Numbers/Sheets
Requirements
  • High School Diploma - Required
  • Associate's Degree Or relevant work experience - Required
  • 1 year work experience in a call center or similar environment - Required
  • Demonstrated strong attention to detail with excellent organizational skills. Can cite examples of organization and time management methods used to manage or prioritize workload demands for self and others. - Required
  • Proven examples of experience working in a demanding environment with heavy volume and multiple tasks. - Required
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
  • Proven ability to coordinate multiple projects/assignments simultaneously, while completing daily assigned tasks accurately and on time. Can cite examples of multitasking. - Required
  • Proven ability to apply principles of logical thinking to define problems, collect data, establish facts and draw conclusions. - Required
  • Demonstrated experience working effectively within a team. - Required
  • Demonstrated excellent verbal and written communication skills with ability to convey detailed information to internal and external clients in a clear, focused and concise manner while following proper rules of punctuation, diction and style. - Required
  • Experience with scheduling software - Required
  • Working knowledge of Window applications: Internet, Email - Required
  • Advanced proficiencies in Microsoft Excel, Teams, SharePoint - Required
Responsibilities
  • Manage front-line representative scheduling requests, taking into consideration daily staffing, workflow coverage, and scheduled trainings and meetings.
  • Manage real-time inbound interaction traffic to ensure department service levels are met.
  • This includes implementing and ensuring adherence to defined interaction surge plans, offering appropriate overtime or flex time.
  • Utilizes call center tools to oversee representatives' actual status use and performance compared to scheduled status and performance.
  • Monitor adherence to system status activity codes to ensure departmental service levels and maximize productivity; assists in the education of front-line representatives on the correct usage of status activity codes.
  • Maintains front-line representatives' attendance records and activity compliance and informs management of outliers.
  • Uses historical interaction data to manage intra-day staffing levels, and determines the most effective methods for developing, implementing and managing staffing adjustments.
  • Proactively informs leadership scheduling needs and anticipated changes.
  • Monitors and reviews daily production reports, researching and analyzing trends.
  • Partners with management to address workload balancing and resource allocation.
  • Prepares and maintains reports in support of the Contact Center performance metrics.
  • Provides ad hoc analysis of reports and provides information to leadership.
  • Proactively identifies opportunities for new reporting and modifications to existing reports.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Desired Qualifications
  • 3+ years of work experience in a call center - Preferred
  • Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations. - Preferred
  • Working knowledge of NICE telephony platform - Preferred
  • Experience with short and long-term forecasting a plus - Preferred
  • Experience with spreadsheets and data application a plus - Preferred
  • SWPP Associate Certification in Managing Daily Staffing - Preferred
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

Simplify Jobs

Simplify's Take

What believers are saying

  • IncomePoint SPIA launches on Fidelity's Guaranteed Income Direct platform in 2026.
  • RetireOne partnership expands SPIA access to RIAs since June 2025.
  • Till Financial bolsters direct-to-consumer strategy for younger demographics.

What critics are saying

  • Fidelity's platform pits Western & Southern against three competitors now.
  • IncomePoint caps premiums at $2 million, losing high-net-worth clients.
  • Till integration dilutes core annuity focus within 12 months.

What makes Western & Southern Financial Group unique

  • Western & Southern emphasizes face-to-face middle-market client relationships since 1888.
  • Subsidiaries like Gerber Life and Fabric target family-focused insurance offerings.
  • Till Financial acquisition adds digital family banking with parental controls.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.

Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets