Financial Services Analyst, Financial Services - Sales Assistant

Overview

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Sales Assistant This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

• Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
• Project Management:
  To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow‑up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases

This job does not have supervisory duties.

• High School Diploma or GED (Required)
• 0‑2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Nationwide’s systems required to perform the role
• Ability to sell and service policies (based on requirements of the department)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Nationwide billing systems
• Effective oral and written communication skills
• Intermediate problem‑solving skills
• Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to be in the Boise Regional office once a week (Tuesday).

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 an Analyst, you’ll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments.

We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record‑keeping systems.

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to…