Financial Svcs Support Rep
Company | Nationwide |
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Location | Columbus, OH, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred
- Effective verbal and written communications skills to effectively communicate with others
- Basic analytical and problem resolution skills
- Proven ability to research, analyze and solve problems, leveraging existing processes and procedures
- Ability to understand, anticipate and proactively act on customer needs
- Proven decision-making skills necessary for customer contacts
- Effective team-building and collaboration skills
- High school studies
- Undergraduate studies desirable
- Participation in technical coursework such as LOMA, CLU, ChFC desirable
- FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
- One to three years of work experience with product-related customer service work experience preferred
Responsibilities
- Processes business requests according to government regulations, contract provisions and internal procedures and controls
- 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
- Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units
- May perform other responsibilities as assigned
Preferred Qualifications
- Leadership skills, competencies and experiences may take precedence