Financial Services Analyst

Annuity Case Management Team Overview The Annuity Case Management Teams consists of 45 full‑time associates that is co‑led by 4 managers and 4 team leads. This team handles a variety of functions but is mostly responsible for underwriting good order requirements, keying and issuing annuity new business contracts, and sending out Letter of Acceptance packets for fixed, fixed indexed, and variable contracts within established service level agreements. The team works with various business units within the organization to ensure timely processing, consistency, and quality in a high volume and fast paced environment. Competencies Detail oriented Ability to perform under stressful situations and tight deadlines Learning quickly and making decisions based on facts Dealing with ambiguity Driven and results oriented Approachability – thrives in a team atmosphere Strong problem‑solving skills Time management skills Continuous improvement mindset Strong commitment to engagement Ability to build and maintain customer/partner and firm relationships Technical knowledge related to annuities is preferred Effective written and oral communication skills Location & Schedule Opportunity will be located Grandview Yard and is eligible for hybrid in‑office Tues and Wed. This position will require work hours from 9:00AM – 5:30PM, Monday through Friday, with potential for overtime. The role is intended for Columbus, Ohio; however, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. 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 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. May perform other responsibilities as assigned. Reporting Relationships Reports to Operations Division Manager or Unit Manager. Qualifications Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series6 license preferred, and may be required, based on assigned product/line‑of‑business or distribution system. Experience: Four or more years of related work experience, including customer service experience, preferably with cross‑functional business unit exposure. Customer service experience required. Knowledge: Knowledge of Nationwide's suite of financial products. Skills and Abilities: Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. 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 that conform to time, service and quality standards. Strong team‑building and collaboration skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Job Conditions Overtime Eligibility: Non‑Exempt (eligible). Working Conditions: Normal office environment. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. 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 prorated quarterly based on hire date Nine paid holidays Eight hours of Lifetime paid time off Eight hours of Unity Day paid time off 401(k) with company match Company‑paid pension plan Business casual attire And more Equal Opportunity Statement Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #J-18808-Ljbffr