This is a hybrid position located in Grandview Heights, Ohio, and you will be required to come into the office two days per week.
Job Description Summary
Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you!Job Description
Key Responsibilities:
Assists with the processing and customer service of new life insurance applications, including data entry, document verification, and agent calls.
Communicates with clients and agents to gather necessary information and resolve any application issues.
Maintains accurate records and update internal systems with application status and client information.
Collaborates with underwriters and other team members to ensure timely and accurate processing of applications.
Provides exceptional customer service by responding to inquiries and providing updates on application status.
Assists with administrative tasks such as filing, scanning, and organizing documents.
Participates in training sessions and team huddles to stay updated on company policies and procedures.
Participate in team meetings and Lean continuous improvement initiatives.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager
Typical Skills and Experiences:
Education: Bachelor’s degree in business, finance, actuarial science, or a related field preferred.
Experience: 1-2 years’ experience in processing or customer service type work preferred.
Knowledge, Abilities and Skills:
The product and system restrictions for when application details are missing or hard to read
Ability to de-escalate agent issues and handle accordingly
Ability to properly identify and sort complex firm/agent submitted completed application documents
Expertise in identifying unique agent/firm/payment relationship connections
Ability to use internally maintained systems and databases
Ability to identify correct external firm and internal sales partners
.
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 Human Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non - Exempt (eligible)
Working Conditions: Normal office environment.
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.
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Nationwide is one of America’s most diversified financial services organizations. We’re trusted advisers for our members, offering solutions like home and auto insurance, life insurance, retirement savings tools, business insurance and pet insuran...
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