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Financial Svcs Support Rep

Financial Svcs Support Rep

CompanyNationwide
LocationColumbus, OH, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry 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