Sr Analyst, Placement - Life

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 55,000 - 102,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with company match

Paid time off

Pension plan

Job summary

Nationwide Financial seeks a Sr Analyst, Placement - Life to coordinate life insurance case placement, liaise with Financial Professionals and underwriting teams, and drive cases to completion. The role emphasizes building trusted relationships, leveraging reports, and ensuring regulatory compliance.

The position is hybrid in Columbus, OH, requiring on-site presence a few days weekly, with opportunities to advance within a Fortune 100 company that values customer-centric solutions.

Qualifications

• Undergraduate degree or higher.
• Strong interpersonal and communication skills.
• Experience in life insurance customer service, sales or sales support preferred.
• Familiarity with underwriting processes and terminology.

Responsibilities

• Advocate for Financial Professionals and Nationwide in case placement; coordinate with field and internal teams to determine requirements to place the case.
• Build relationships with Financial Professionals and work on pending life insurance cases.
• Discuss underwriting offers with field and Underwriting; use reports to move cases forward and reach division goals.
• Provide support while ensuring compliance with regulatory policies and Nationwide practices.

Skills

Relationship building

Interpersonal skills

Communication (oral & written)

Sales support

Underwriting knowledge

Education

Undergraduate degree

Tools

CRM systems

Reporting tools

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.This is a hybrid role based in Columbus, Ohio, requiring on‐site presence at least two days per week. *It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.*This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-KR2 #Nationwidefinancial **Job Description Summary**Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Sr Analyst, Placement - Life, you’ll serve as the liaison for our internal and external field sales associates, underwriting teams, and Financial Professionals to be part of a team that helps drive increased placement of life insurance sales. You will build trusting, lasting relationships with Financial Professionals by working with them to advance their life insurance applications through the cycle of the life insurance sale.******Job Description********Key Responsibilities:*** Act as an advocate on behalf of Financial Professionals and Nationwide and serve as a liaison between the two.* Build internal relationships to proactively move cases to completion; working with the field and internal teams to determine what is needed to place the case. Coordinate with internal teams to obtain updated illustrations as needed.* Build external relationships with Financial Professionals and work directly with them on pending life insurance cases.* Understand the division goals and how sales support helps achieves those goals. Assist the division in reaching goals by using reports to move cases forward and partnering with Underwriting.* Discuss underwriting offers both with the field and Underwriting.* Provide other support as needed while ensuring compliance with regulatory and Nationwide policies, practices and procedures.May perform other responsibilities as assigned.**Reporting Relationships:** Reports to Leader, Placement Coordinator**Typical Skills and Experiences:****Education:** Undergraduate degree**License/Certification/Designation:** Series 6 license may be required within 120 days of hire.**Experience:** Five years in life insurance customer service, sales or sales support role preferred. Strong background with underwriting and/or case management processes and terminology. **Knowledge, Abilities and Skills:** Strong interpersonal skills to build long-term relationships with sales partners, underwriting partners and producers. Critical thinking. Ability to look at the whole picture and solution outside the box. Ability to effectively communicate with others both verbally and in writing. Comfortable and effective on camera during virtual calls. Sales oriented, persuasive and persistent. Have the ability to understand what is needed by the producers while balancing what is needed from Nationwide. Empathetic to the needs of producers when working to gather underwriting requirements. Able to pivot to alternative products or solutions when presented an unforeseen underwriting offer. Solid understanding of the financial industry, sales processes, products, services.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 Nationwide Values.**Job Conditions:****Overtime Eligibility:** Not Eligible (Exempt)**Working Conditions:** Normal office environment. Some travel may be required. **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. **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. **NOTE TO EMPLOYMENT AGENCIES:**We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Sr Analyst, Placement - Life : $55,000.00-$102,000.00The expected starting salary range for Sr Analyst, Placement - Life : $55,000.00 - $82,000.00