Nationwide-posted 2 days ago
Full-time • Entry Level
Hybrid • Cranston, RI
5,001-10,000 employees

Are you passionate about being part of a team 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. The Account Change Analyst plays a critical role in ensuring the accurate and timely transfer of annuity and life policies between agents and broker-dealers. This position requires strong attention to detail, problem-solving skills, and the ability to manage complex account change processes with minimal supervision. If you thrive in a fast-paced environment and enjoy building relationships while delivering exceptional service, this role is for you. This is a hybrid position located in Columbus Ohio, and you will be required to come into the office two days per week. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. (Internal Use Only: D2 Pay Band) #LI-YA1 Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Account Change Analyst, you’ll be responsible, with minimal guidance, for the timely and accurate transfer of annuity and life policies between agents and between broker dealers.

  • Processes complex and specialized producer account change requests (custodial, provident and life changes).
  • Processes annuity and life producer account change requests via direct entry into the system(s).
  • Processes account change requests to transfer annuity and life policies via ACURA.
  • Responds to simple service requests and simple service inquiries.
  • Troubleshoots producer account changes made via ACURA with minimal supervision.
  • Processes and communicates daily written updates as to status of custodial account changes to Morgan Stanley, Merrill Lynch and Wells Fargo.
  • Manages and processes incoming specialized email producer account change requests from US Bancorp, Edward Jones and Capital One.
  • Processes producer account change error reports.
  • Maintains working product knowledge for all Nationwide Life and Annuity Products.
  • May train other associates on other Account Changes processes.
  • Fluent with all major Nationwide distribution Channels.
  • May perform other responsibilities as assigned.
  • Requires knowledge of annuity and life administrative systems and Nationwide licensing systems.
  • Requires knowledge of licensing requirements for servicing policies and understanding of regulatory and Nationwide rules surrounding the transfer of variable and fixed business.
  • Ability to effectively operate a personal computer with related business software.
  • Strong verbal and written communication skills for contact with customers.
  • Excel experience is strongly preferred.
  • Product knowledge essential for account change processing.
  • High School diploma and undergraduate studies in business, finance or accounting preferred.
  • Two years of experience with commissions and the knowledge of source systems as well as the product administrative systems.
  • 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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service