Financial Services Representative

Nationwide Insurance; Grandview Heights (OH); Hybrid; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented representative to join their team. This hybrid role offers the opportunity to work from home while ensuring exceptional customer service and processing a high volume of transactions daily. You will play a key role in maintaining accuracy and compliance with regulations, all while fostering business relationships. If you are passionate about helping others and eager to grow both personally and professionally, this position could be your next great opportunity.

Benefits

Medical/Dental/Vision Insurance

401(k) with Company Match

Paid Time Off

Company-Paid Pension Plan

Business Casual Attire

Qualifications

• Detail-oriented with processing experience in financial services preferred.
• Knowledge of insurance and financial services industry practices is beneficial.

Responsibilities

• Process up to 100 transactions daily with a 99% accuracy rate.
• Provide timely and efficient service to internal and external customers.

Skills

Customer Service

Attention to Detail

Problem Solving

Analytical Skills

Education

High School Diploma

Undergraduate Studies

Technical Coursework (LOMA, CLU, ChFC)

Job description

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Hybrid role with in-Office 2 days (AZ Thursday & Friday or Ohio Wednesday & Tues/Thurs). Must be located within 35 mile radius of either the Columbus, Ohio or Scottsdale, Arizona office locations.

Public Money Out processing role.

We are looking for a detail-oriented individual with a preference for candidates who have processing experience in financial services. While call center experience is beneficial, this role does not involve a high call volume.

Key Responsibilities:

• Process a high volume of transactions, ranging from 55 to 100 per day.
• Maintain a high level of accuracy, with a required quality accuracy rate of 99%.
• Utilize attention to detail to ensure all transactions are processed correctly.

Internal Compensation Grade: C3

Job Description Summary

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 Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Job Description

Key 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.

Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: One to three years of work experience with product-related customer service work experience preferred.

Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. 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.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

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Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.