Sr Account Change Analyst

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!

Compensation Grade: E2

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 a Senior Analyst, Account Change, you'll be responsible for the timely and accurate transfer of annuity and life policies between agents and broker dealers.

Job Description

Key Responsibilities:

• Serves as an issue resolution and subject matter expert. Solves producer account change issues within the issue resolution process including communicating with the end customer.
• Resolves not in good order (NIGO) requests. Process NIGO requests sent from other producer account change associates. Researches any NIGO elements and attempt to resolve. This includes communicating with back offices of outside broker dealers and/or their producers to obtain the missing items. Additionally, works with other areas to solve NIGO issues.
• Serves as an issue resolution and subject matter expert. Solves producer account changes within the issue resolution process, including communicating with the end customer.
• Manages team good order pending views basket as well as regular views baskets to track, age and process/reject NIGO producer account change requests.
• Manages incoming team service requests to ensure timely and accurate resolution of service issues.
• Trains new and existing associates on producer account change processes, procedures and systems.
• Assists with any projects assigned within Licensing & Commissions, as well as projects not directly related to, but could affect, producer account change processing.
• Serves as subject matter expert on producer account change process.
• Serves as an additional training resource to supplement our QC Analyst/Trainer.

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: Four or more years of Account Change experience.

Knowledge, Abilities and Skills: Requires knowledge of licensing requirements for servicing policies; an understanding of regulatory and Nationwide rules surrounding the transfer of variable and fixed business. Requires knowledge of all account change processes across all product lines and systems including specialized account change processing. Requires extensive Nationwide Life and Annuity Product knowledge.

Ability to effectively operate a personal computer with related business software. Strong verbal and written communication skills for contact with customers. Full competence with Excel.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the Vice President and Human Resources.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

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.