Account Change Representative

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!

Training for this role will be in the office in Columbus, Ohio. Following training, you are eligible to work remotely in the Columbus area.

Compensation Grade: C2

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 an Account Change Representative, you'll be responsible, with supervision, for the timely and accurate transfer of annuity and life policies between agents and broker dealers.

Job Description

Key Responsibilities:

• Processes producer account change requests to transfer annuity and life policies via ACURA.
• Processes annuity and life producer account change requests via direct entry into the Annuity and Life administrative systems.
• Processes producer account change error reports.
• Responds to simple service requests and simple service inquiries.
• Troubleshoots producer account changes that may error.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Manager

Typical Skills and Experiences:

Education: High School diploma and undergraduate studies in business, finance or accounting preferred.

Experience: One year of experience with commissions and the knowledge of source systems as well as the product admin systems.

Knowledge, Abilities, Skills: Requires knowledge of annuity and life administrative systems and Nationwide licensing systems. Requires knowledge of licensing requirements for servicing policies; an understanding of regulatory and Nationwide rules surrounding the transfer of variable and fixed business. Needs to have working knowledge of Nationwide Life and Annuity products. Ability to effectively operate a personal computer with related business software. Ability to work independently with limited supervision. Strong verbal and written communication skills for contact with customers. Excel experience strongly 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.

Overtime Eligibility: Nonexempt (eligible).

Working Conditions: Normal office environment.

ADA: Above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some associates assigned to the job to perform somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental, paid time off plus nine paid holidays, 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.