Financial Services Representative - ILI Operations, COLI/BOLI

Nationwide Mutual Insurance•Columbus, OH

2d•Hybrid

About The Position

Nationwide Financial is seeking a Financial Services Representative to join their team. This role is part of a Fortune 100 company with nearly $70 billion in annual sales, focused on delivering extraordinary care to help individuals and businesses prepare for and protect their future. The company emphasizes putting customers and partners at the center of everything they do. As a Representative, you will be responsible for connecting and building new business relationships, providing timely and efficient service for assigned products and/or service center internal and external customers. The position requires a natural curiosity and a passion for helping people, with a focus on accelerating personal and professional growth. You will ensure extraordinary care is provided to customers through workflow management and by meeting all required service level agreements.

Requirements

High school studies.
One to three years of work experience.
Effective verbal and written communications skills to effectively communicate with others.
Basic analytical and problem resolution skills.
Proven ability to research, analyze and solve problems, leveraging existing processes and procedures.
Ability to understand, anticipate and proactively act on customer needs.
Proven decision-making skills necessary for customer contacts.
Effective team-building and collaboration skills.
Ability to acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.

Nice To Haves

Undergraduate studies.
Participation in technical coursework such as LOMA, CLU, ChFC.
FINRA Series 6 license.
Product-related customer service work experience.
General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds).

Responsibilities

Processes business requests according to government regulations, contract provisions and internal procedures and controls.
Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units.
Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.

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