Financial Services Analyst - Reproposals (Life Insurance)

Nationwide • Cranston, RI

7h • Hybrid

About The Position

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. We’re looking for a detail‑oriented, analytically minded professional with experience in life insurance products who enjoys helping members understand how their coverage supports their financial goals. In this role, you’ll work directly with financial professionals and policyholders to walk them through how different actions — such as taking withdrawals, stopping premium payments, or making other policy changes — impact their benefits and long‑term policy performance. This position is a great fit for someone who enjoys problem‑solving, translating complex information into clear explanations, and building trust with the customer through knowledgeable guidance. Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Financial Services Specialist, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will take a lead role in the overall administration for financial products according to the terms of the plan, contract and administrative services agreement. You'll perform specialized analytical processing for policies/contracts.

Requirements

• detail‑oriented
• analytically minded
• experience in life insurance products
• natural curiosity
• passionate about helping people
• natural ability to simplify complex policy details into conversations that empower the customer to make informed decisions.
• Knowledge of information systems and insurance/financial services industry practices preferred.
• Basic mathematics, familiarity with office filing systems and record keeping procedures and problem-solving techniques.
• Basic knowledge of contract law and tax ramifications.
• Strong interpersonal skills.
• Proven ability to analyze workflows, procedures, ledger accounts, administrative needs such as systems and physical resources to set work priorities that conform with established standards.
• 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.

Nice To Haves

• Experience with Life Illustrator or Calc Focus for life insurance modeling.
• Familiarity with Power BI apps to implement automation where possible.
• Experience working within OIPA, ALS, or Provident administration systems.
• Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• FINRA series 6 and/or 26 license(s) preferred and may be required based on assigned product/line-of-business or distribution system.
• Four to six years of experience in such areas as insurance, investments or financial services.
• Work experience with undergraduate studies preferred.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees