Nationwide · 12 hours ago
Financial Services Analyst - Reproposals (Life Insurance)
Ohio - Grandview Heights, 1000 Yard Street, H Building
Full-time
Hybrid
Mid, Senior Level
$46K/yr - $81K/yr
4+ years expNationwide is a Fortune 100 company that provides extraordinary care to help individuals and businesses prepare for their financial futures. The Financial Services Analyst will analyze life insurance policies, assist members in understanding their coverage, and collaborate with internal teams to deliver personalized support.
BankingFinancial ServicesInsuranceLife Insurance
Responsibilities
Analyze life insurance policies and model various scenarios for members, helping them understand how changes affect policy values, premiums, and long‑term outcomes
Use life insurance illustration tools to produce accurate, easy‑to‑explain projections
Collaborate with internal teams to ensure members receive timely, accurate, and personalized support
Assists in analyzing and resolving difficult problems, detailed cases and customer service requests
Reviews documentation, analyzes and interprets processing errors and net financial effect to the company, formulates resolution for handling processing errors and implements necessary changes
Oversees the handling of unusual cases requiring knowledge of specialized, complex subject matters to company policy, practices and procedures to the appropriate section managers
Monitors the team's incoming work activity via daily tracking, researching all accounts exceeding contract requirements and reports the status of those cases according to established escalation procedures
Assists in developing guidelines and controls for all procedural changes, products and service charges and various system modifications for policy/account contracts
Monitors the monthly team statistics regarding processing and production
Recommends procedural changes to management
Qualification
Required
Detail-oriented and analytically minded professional with experience in life insurance products
Ability to help members understand how their coverage supports their financial goals
Experience analyzing life insurance policies and modeling various scenarios
Ability to use life insurance illustration tools to produce accurate projections
Experience collaborating with internal teams to ensure timely and accurate support
Assists in analyzing and resolving difficult problems, detailed cases, and customer service requests
Reviews documentation, analyzes and interprets processing errors and formulates resolution
Oversees handling of unusual cases requiring knowledge of specialized, complex subject matters
Monitors team's incoming work activity and reports status of cases according to established procedures
Assists in developing guidelines and controls for procedural changes and system modifications
Monitors monthly team statistics regarding processing and production
Recommends procedural changes to management
Participation in technical coursework such as LOMA, CLU, ChFC desirable
Four to six years of experience in insurance, investments, or financial services
Knowledge of information systems and insurance/financial services industry practices preferred
Basic mathematics, familiarity with office filing systems and record keeping procedures
Strong interpersonal skills
Proven ability to analyze workflows, procedures, and administrative needs
Analytical skill necessary to evaluate and recommend solutions to procedural work situations
Act as subject matter authority to other employees in all aspects of policy/account contracts
Preferred
Experience with Life Illustrator or Calc Focus for life insurance modeling
Familiarity with Power BI apps to implement automation
Experience working within OIPA, ALS, or Provident administration systems
Natural ability to simplify complex policy details into conversations that empower customers
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
And more.
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
Recent News
2025-11-24
2025-10-20
2025-09-27
Company data provided by crunchbase