Hybrid Annuity Servicing Analyst

NBMBAA; Ohio; Hybrid; USD 46.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

Zusammenfassung

Nationwide Financial is seeking a motivated Analyst to support annuity servicing across multiple workstreams, including death claims, withdrawals, agent setup, and annuitization. The role emphasizes accuracy, regulatory compliance, and exceptional customer care within a hybrid in-office/remote schedule in Ohio.

You will coordinate with contract holders, producers, and internal teams, reviewing forms and records for accurate processing and timely responses.

Qualifikationen

• High school studies required; undergraduate studies desirable.
• FINRA Series 6 license preferred, depending on product/line-of-business.
• Four or more years of related work experience, including customer service.
• Strong knowledge of Nationwide's financial products and ability to learn complex rules.

Aufgaben

• Prepare materials to propose and set up new plans and records.
• Interpret plan provisions and guidelines to process requests.
• Provide extraordinary care and manage workflow to meet service levels.
• Research and resolve errors, ensuring proper documentation and compliance.
• Communicate with customers, producers and Nationwide departments to coordinate servicing.

Kenntnisse

Customer service

Attention to detail

Verbal and written communication

Problem solving

Ausbildung

High school studies

Undergraduate studies desirable

Jobbeschreibung

Nationwide Financial is seeking a motivated Analyst to support annuity servicing across multiple workstreams, including death claims, withdrawals, agent setup, and annuitization. The role emphasizes accuracy, regulatory compliance, and exceptional customer care within a hybrid in-office/remote schedule in Ohio.

You will coordinate with contract holders, producers, and internal teams, reviewing forms and records for accurate processing and timely responses.