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Nationwide · 2 weeks ago

Financial Services Analyst, Financial Services - Sales Assistant

Boise, ID

Full-time

Hybrid

Mid Level

$46K/yr - $81K/yr

4+ years exp

Nationwide is a company dedicated to helping individuals and businesses prepare for and protect their future. The Financial Services Analyst role involves providing exceptional customer service, managing inquiries, and supporting various financial services initiatives to enhance customer experience.

BankingFinancial ServicesInsuranceLife Insurance

Hiring Manager

Yusef Abdul-Zahir, MBA, PHR

Responsibilities

Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations

Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed

Project Management: To initiate, execute, communicate and document projects as needed

May act as a liaison to other departments where follow-up will be required to meet customers needs

Assists in identifying process improvement opportunities

Engages, inspires, educates and mentors, new hires and incumbents

Collaborates with other areas to identify, analyze, and improve processes

Inputs and tracks into the appropriate databases

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

Advanced product knowledgeInsurance regulations knowledgeCommunication skillsBilling concepts knowledgeProblem-solving skillsCustomer service experienceProject managementTeam collaboration

Required

High School Diploma or GED

Advanced product knowledge and insurance regulations knowledge

Excellent working knowledge of Nationwide's systems required to perform the role

Ability to sell and service policies (based on requirements of the department)

Ability to diffuse customers and agents

Excellent working knowledge of billing concepts and Nationwide billing systems

Effective oral and written communication skills

Intermediate problem-solving skills

Ability to adjust schedule according to business need

Preferred

0-2 years experience

Undergraduate studies desirable

Participation in technical coursework such as LOMA, CLU, ChFC desirable

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

Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure

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