Nationwide · 2 days ago
Case Advocate, New Business - Life
Grandview Heights, OH
Full-time
Hybrid
New Grad, Entry Level
$46K/yr - $76K/yrNationwide is a financial services company dedicated to providing extraordinary care to help individuals and businesses prepare for their future. The Case Advocate will manage life insurance cases from application to policy placement, ensuring timely processing and exceptional customer experience.
BankingFinancial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Verifies all documents and information is complete and in good order. Understands, identifies and communicates good order requirements needed to complete the application
Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner, while maintaining frequent communication to manage expectations appropriately
Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements
Resolves issues with new business processing, licensing, commissions, vendors, etc. Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures
Continuously looks for ways to expedite and improve our processes and services
Builds and maintains relationships with producers, firms, BGAs and sales partners. Provides assistance/answers questions in a timely manner
Updates policies once approved, so they can be issued
Monitors issued cases and ensures all requirements are fulfilled, e.g., delivery receipts, illustrations, amendments, etc
Processes requests for any policies not approved or declined by the insured after approval
Updates records and sends out documentation for policies placed in incomplete status
Reviews matched mail documents and updates files as received
Contacts disbursement department to have internal/external 1035 requests completed
Processes payment requests; researches and resolves money discrepancies received. Generates checks as needed
Qualification
Required
Must reside within 35 miles of the specified location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212
Processing new life insurance business quickly and efficiently
Providing an exceptional customer experience
Creativity, top-notch communication and attention to detail
Ability to thrive in a fast-paced, constantly evolving environment
Ability to work independently and as a team member
Verifies all documents and information is complete and in good order
Understands, identifies and communicates good order requirements needed to complete the application
Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner
Maintains frequent communication to manage expectations appropriately
Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements
Resolves issues with new business processing, licensing, commissions, vendors, etc
Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures
Continuously looks for ways to expedite and improve processes and services
Builds and maintains relationships with producers, firms, BGAs and sales partners
Provides assistance/answers questions in a timely manner
Updates policies once approved, so they can be issued
Monitors issued cases and ensures all requirements are fulfilled
Processes requests for any policies not approved or declined by the insured after approval
Updates records and sends out documentation for policies placed in incomplete status
Reviews matched mail documents and updates files as received
Contacts disbursement department to have internal/external 1035 requests completed
Processes payment requests; researches and resolves money discrepancies received
Generates checks as needed
Education: Undergraduate studies preferred
Experience: Customer service experience preferred
Knowledge of general business practices
Ability to prioritize work
Ability to work independently in a fast-paced environment
Ability to maintain focus on critical deliverables
Ability to provide extraordinary care
Ability to make decisions with moderate oversight
Solid verbal and written communication skills to interact with internal and external audiences
Ability to research issues and determine optimal resolution
Decision making skills for problem identification and correction
Discretion while handling confidential matters (e.g., medical records)
Regularly and consistently demonstrates Nationwide Values
Preferred
Undergraduate studies preferred
Customer service experience preferred
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
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
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product , CUO
Recent News
2025-11-24
2025-10-20
2025-09-27
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