Annuity Operations Analyst — Remote/Hybrid Growth

OhioX; Grandview Heights (OH); Hybrid; USD 46,000 - 81,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability coverage

Paid Time Off 18 days

9 holidays

401(k) match

Pension plan

Business casual attire

Job summary

Nationwide Financial is seeking an Analyst to support annuity servicing, including death claims, withdrawals, agent setup, and annuitization. You will work with contract provisions, collect forms, and maintain accurate records in our standard processing system.

This role emphasizes customer-focused service, attention to detail, and the ability to navigate complex product rules. You will collaborate across teams, handle inquiries, and contribute to process improvements while meeting service level

Qualifications

• Four or more years of related work experience, including customer service.
• Knowledge of Nationwide's financial products; strong communication skills.
• Ability to multi-task and manage priorities.

Responsibilities

• Prepares materials to propose, sell and establish new plans and set up records.
• Interprets plan provisions and guidelines to process requests per requirements.
• Provides outstanding care through workflow management and SLAs.
• Follows up with internal areas for completeness and accuracy of end policy/account.
• Researches, analyzes, and resolves errors; communicates findings and actions.
• Conducts follow-up calls to resolve servicing questions and de-escalate issues.
• Reviews and approves withdrawal, exchanges, and annuity-related requests.
• Compiles management information on contract and activity as needed.
• Communicates with customers, producers, and internal departments to coordinate servicing.
• Participates in process improvements and best practices.

Skills

Customer service

Attention to detail

Analytical skills

Multi-tasking

Team collaboration

Education

High school diploma

Undergraduate studies desirable

LOMA/CLU/ChFC coursework

Job description

Nationwide Financial is seeking an Analyst to support annuity servicing, including death claims, withdrawals, agent setup, and annuitization. You will work with contract provisions, collect forms, and maintain accurate records in our standard processing system.

This role emphasizes customer-focused service, attention to detail, and the ability to navigate complex product rules. You will collaborate across teams, handle inquiries, and contribute to process improvements while meeting service level