Nationwide is committed to delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Financial Service Representative will provide timely and efficient service for assigned products and services, ensuring excellent customer care through effective workflow management.
Responsibilities
- Process incoming payments for Individual Retirement Accounts (IRAs)
- Handle beneficiary updates and contract-level changes
- Manage returned mail by updating records and re-sending account statements to members
- 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
Skills
- Must reside within 35 miles of Grandview Heights, Ohio
- Must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit
- Adheres to high standards of professional conduct consistent with the delivery of excellent customer service
- 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
- FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
- One to three years of work experience with product-related customer service work experience preferred
- 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
Benefits
- 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
Company Overview
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. It was founded in 1925, and is headquartered in Columbus, Ohio, USA, with a workforce of 10001+ employees. Its website is http://nationwide.com.
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