Analyst, New Business Support- Life (HYBRID)

Analyst, New Business Support - Life

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This Analyst, New Business Support - Life role supports the 1035 Exchange team within Life New Business, an area that helps move replacement business forward by reviewing 1035 requirements, coordinating next steps with case management partners, and working to obtain exchange funds needed for policy issuance and completion.

The analyst is responsible for managing work tied to external 1035 exchanges, including reviewing case details, identifying outstanding requirements, tracking follow-up needs, and helping ensure cases continue progressing through the new business process.

This role requires proactive outreach to external carriers and business partners to obtain status updates, resolve not-in-good-order items, and secure information or documentation needed to keep exchange cases moving.

The position adds value to the Life business by helping maintain service levels and turnaround on a growing volume of 1035 exchange work, while supporting accurate, timely progression of replacement cases that are critical to new business outcomes.

Experience and Skills Required

Required

• Strong ability to manage multiple work items simultaneously and maintain follow-up discipline in a fast-paced processing environment.
• Demonstrated ability to communicate clearly and professionally with internal partners and external contacts, including proactive outbound phone outreach.
• Ability to identify missing information, research issues, and resolve exceptions to keep work moving forward.
• Strong collaboration skills and comfort partnering with case managers, team leadership, and other internal business areas.
• Sound judgment, organization, and attention to detail when handling documentation, requirements, and status-sensitive case activity.

Preferred

• Prior processing experience in Life New Business or a closely related operational environment is preferred.
• Prior Nationwide experience and internal business acumen are preferred, ideally from Life, ISS, P&C, or another area that provides transferable knowledge of internal systems, partners, and workflows.
• Familiarity with replacement or 1035-related work, requirements management, and case progression activities is preferred.
• Experience working in a role that balances service, processing, and partner communication responsibilities is preferred.

The role is hybrid and expected to work in office (Grandview Yard) on Tuesdays and Wednesdays to support team collaboration.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you! We are seeking an experienced and detail-oriented New Business Support Associate to join our Life New Business team. In this role, you will play a crucial part in ensuring the efficient processing of new life insurance applications and policies. This position is ideal for someone with prior experience in the insurance industry who is looking to advance their career.

Key Responsibilities:

• Oversee the processing and customer service of new life insurance applications, ensuring accuracy and compliance with company policies.
• Communicate with clients, agents, and underwriters to gather necessary information and resolve application issues.
• Maintain and update internal systems with application status and client information.
• Provide training and support to entry-level team members.
• Collaborate with cross-functional teams to streamline processes and improve efficiency.
• Handle complex customer inquiries and provide updates on application status.
• Assist with the development and implementation of new procedures and best practices.
• Participate in team meetings, lead team huddles, and contributes to Lean and continuous improvement initiatives.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Manager.

Typical Skills and Experiences:

Education: Bachelor's degree in business, finance, actuarial science, or a related field preferred.

Experience: 2 years' experience in processing or customer service type work preferred.

Knowledge, Abilities and Skills:

• The product and system restrictions for when application details are missing or hard to read
• Ability to de-escalate agent issues and handle accordingly
• Ability to properly identify and sort complex firm/agent submitted completed application documents
• Expertise in identifying unique agent/firm/payment relationship connections
• Ability to use internally maintained systems and databases
• Ability to identify correct external firm and internal sales partners
• Ability to work in multiple systems

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non-Exempt (eligible)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: 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. To learn more about the benefits we offer, click here.

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.