About the Role & Team
Weāreexperiencing exciting growth and are looking to addfour (4) partātime associatesto ourSurge Teamto support annuity transaction processing during peak hours. This team plays a key role in managing volume increases, supportingAnnuity New Business, and helping reduce overtime whilemaintaininghigh service standards.
The Surge Team provides flexible support during highāvolume periods and serves as afeeder groupto meet evolving business needs, including potential future fullātime opportunities based on performance and business demand.
Work Location Requirement
Primary Location:
Ohio ā Grandview Heights
1000 Yard Street, H Building
Residency Requirement:
Applicants mustlive within a 35āmile radiusof the Grandview Heights location due to ināoffice and training requirements.
Training Schedule
Duration:3 weeks
Format:Ināperson training
Schedule:Monday ā Friday, 12:00 PM ā 5:00 PM
Location:
Ohio ā Grandview Heights
1000 Yard Street, H Building
Full onāsite participation during the training period isrequiredprior to transitioning to the hybrid schedule.
Work Schedule (Hybrid)
PartāTime Hours:12:00 PM ā 5:00 PM (25 hours per week)
Hybrid Work Arrangement (PostāTraining):
Monday & Tuesday:In office
Wednesday ā Friday:Work from home
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!Job Description
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
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. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.Ā
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.Ā
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.Ā
Experience: One to three years of work experience with product-related customer service work experience preferred.Ā
Knowledge, Abilities and Skills: 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.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managerās leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:Ā
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.Ā
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,Ā paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer,
nationwide