Financial Services Analyst

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location:

Grandview: 1000 Yard Street Grandview OH, 43215

Work schedule: 2 days in office, 3 days remote.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

The Annuity New Business Underwriting Team consists of:

• 40 full-time associates
• Co-led by 3 Operations Managers and 3 Team Leads

Primary responsibilities include:

• Underwriting good order requirements
• Keying and issuing annuity new business contracts
• Sending Letter of Acceptance packets for: Fixed contracts, Fixed indexed contracts and Variable contracts
• Ensure compliance with established service level agreements (SLAs)
• Collaborate with various business units to maintain: Timely processing, Consistency and Quality
• Operate in a high-volume, fast-paced environment
• Flexibility required for possible mandatory overtime or extended hours

Competencies

• Mindset of continuous improvement and overall quality in daily work
• Strong commitment to personal and team engagement
• Ability to effectively maintain and multitask to maintain daily needs while assisting customers
• Capable of understanding, anticipating, and proactively managing the needs of our members
• Strong decision-making skills
• Positive change agent – comfortable with complexity and ambiguity
• Strong relationship skills with team members and customers

Internal Note: Compensation Grade D2

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.

• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.

• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology. 

• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.

• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action. 

• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.

• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional inf