Cross-Functional Financial Analyst (Hybrid)

Nationwide Mutual Insurance Company; Grandview Heights (OH); Ibrido; USD 46.000 - 81.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/dental/vision coverage

401(k) with company match

Paid time off and holidays

Descrizione del lavoro

Nationwide Mutual Insurance Company is seeking a Financial Services Analyst for a hybrid role with two in-office days weekly. You will support annuity products, coordinate with contract holders, producers, and internal departments to ensure accurate record-keeping and timely servicing.

The role emphasizes customer care, adherence to service levels, and collaboration across business units to design process improvements.

Competenze

• Experience supporting annuity products or related operational functions.
• Ability to adapt to changing priorities in a fast-paced environment.
• Strong attention to detail and ability to manage multiple responsibilities.
• Experience communicating with internal partners and external stakeholders.

Mansioni

• Prepare materials to propose, sell and establish plans and set up records.
• Interpret plan provisions and product rules to process requests per requirements.
• Provide extraordinary care through workflow management and SLA achievement.
• Follow up with internal areas for completeness and accuracy of end policy/account products.
• Research and resolve errors, identifying workable solutions and actions.

Conoscenze

Customer service

Communication (verbal)

Detail-oriented

Multi-tasking

Problem solving

Formazione

High school diploma

Undergraduate studies desirable

LOMA/CLU/ChFC desirable

Descrizione del lavoro

Nationwide Mutual Insurance Company is seeking a Financial Services Analyst for a hybrid role with two in-office days weekly. You will support annuity products, coordinate with contract holders, producers, and internal departments to ensure accurate record-keeping and timely servicing.

The role emphasizes customer care, adherence to service levels, and collaboration across business units to design process improvements.