Financial Services Representative
| Company | Nationwide |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Minimum of 6 months experience in Life New Business phone experience
- Effective verbal and written communications skills
- Basic analytical and problem resolution skills
- Ability to understand, anticipate and proactively act on customer needs
- General knowledge of office practices, customer service, information systems and insurance/financial services industry practices
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
Preferred Qualifications
- FINRA Series 6 license preferred
- One to three years of work experience with product-related customer service work experience preferred
- Participation in technical coursework such as LOMA, CLU, ChFC desirable