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.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
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 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 ci
Benefits
Vision insuranceRemote work options
Additional Information
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.
Responsible for high-volume annuity disbursement processing, including transfers, full surrenders, withdrawals, and required minimum distributions (RMDs). Executes outbound financial transactions accurately and efficiently while following fraud prevention protocols and meeting productivity expectations in a fast-paced environment.
This position will be hired on a SuccessFlex basis.
The hired associate must reside within 35 miles of the following location:
Grandview: 1000 Yard Street Grandview OH, 43215
Work schedule: 2 days in office, 3 days remote.
This role does not qualify for employer-sponsored work authorization. Nationwide
does not participate in the Stem OPT Extension program.
Internal Note: Compensation Grade C3
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description