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Nationwide · 23 hours ago

Financial Services Analyst

Ohio - Grandview Heights, 1000 Yard Street, H Building

Full-time

Hybrid

Mid Level

$46K/yr - $81K/yr

4+ years exp

Nationwide is a company focused on delivering extraordinary care to help individuals and businesses prepare for their future. The Financial Services Analyst role involves providing efficient service to internal and external customers, managing billing and payment requests, and ensuring compliance with plan and legal requirements.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Managing billing and payment requests, addressing inquiries from internal partners, and performing transaction processing and research

This role involves handling high-volume, post-issue activities and life billing and payment transactions in a production-driven environment

Accuracy, timeliness, and attention to detail are critical to ensure smooth financial operations and partner satisfaction

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 information when necessary

Compiles management information such as contract and sold case activity as needed by internal management

Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls

Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs

Helps with research for written responses to Nationwide formal complaints

Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices

Qualification

FINRA Series 6 licenseCustomer service experienceFinancial products knowledgeAnalytical skillsProblem resolutionVerbal communicationWritten communicationTeam collaboration

Required

Must reside within 35 miles of Grandview Heights, Ohio

Four or more years of related work experience, including customer service experience

Customer service experience required

Knowledge of Nationwide's suite of financial products

Excellent verbal and written communications skills

Strong analytical and problem resolution skills

Ability to research, analyze and solve problems

Ability to understand, anticipate and proactively act on customer needs

Proven decision-making skills necessary for customer contacts

Ability to multi-task, independently manage work and establish priorities

Strong team-building and collaboration skills

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit

Preferred

FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system

Benefits

Medical/dental/vision

Life insurance

Short and long term disability coverage

Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date

Nine paid holidays

8 hours of Lifetime paid time off

8 hours of Unity Day paid time off

401(k) with company match

Company-paid pension plan

Business casual attire

Company

Nationwide

Glassdoor3.9

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Founded in 1925

Columbus, Ohio, USA

10001+ employees