Life Insurance Placement Analyst — Hybrid (Columbus)

OhioX

Columbus (OH)

Hybrid

USD 55,000 - 102,000

Full time

6 days ago
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Benefits offered by this job

Medical/dental/vision
Life insurance
Paid time off
9 paid holidays
401(k) with company match

Job summary

Nationwide Financial in Columbus, OH, is seeking a Sr Analyst, Placement - Life to streamline case placement and underwriting support. You will liaise between Financial Professionals and Nationwide, coordinate internal and external steps, and help move cases to closure with regulatory compliance.

The role requires 5 years in life insurance customer service or sales support, an undergraduate degree, and the ability to discuss underwriting offers across teams.

Qualifications

  • Interpersonal and communication skills to build relationships with partners and teams.
  • Ability to analyze cases, interpret underwriting needs and provide accurate information.
  • Strong written and verbal communication; comfortable on camera during virtual calls.

Responsibilities

  • Act as advocate for Financial Professionals and Nationwide.
  • Coordinate with field and internal teams to move cases to completion and obtain illustrations.
  • Build external relationships with Financial Professionals for live cases.
  • Support division goals by using reports and partnering with Underwriting.
  • Discuss underwriting offers with field and Underwriting and ensure regulatory compliance.

Skills

Interpersonal skills
Critical thinking
Written communication
Verbal communication
On-camera
Sales orientation
Empathy
Industry knowledge

Education

Undergraduate degree

Job description

Nationwide Financial in Columbus, OH, is seeking a Sr Analyst, Placement - Life to streamline case placement and underwriting support. You will liaise between Financial Professionals and Nationwide, coordinate internal and external steps, and help move cases to closure with regulatory compliance.

The role requires 5 years in life insurance customer service or sales support, an undergraduate degree, and the ability to discuss underwriting offers across teams.

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