Analyst Account Change at Nationwide in Grandview Heights, OH

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Day-to-Day Responsibilities Following training, this role will primarily focus on data entry and processing Account Change Requests within the team’s primary workflow . Associates will work from an established work queue, completing assigned requests accurately and efficiently. Opportunity for Growth There are opportunities for continued development within the team and the broader Licensing and Commission Services (LCS) organization. Career paths may include progression into Senior Analyst roles , expanding knowledge across licensing and commissions, or gaining additional experience within the merger space . About the Department Licensing and Commission Services supports life and annuity business by managing key functions related to agent appointments, commission payments, and movement of business . Internal Note: Compensation Grade D2 This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Grandview: 1000 Yard Street Grandview OH, 43215 Work schedule: 2 days in office, 3 days remote. 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 excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Account Change Analyst, you’ll be responsible, with minimal guidance, for the timely and accurate transfer of annuity and life policies between agents and between broker dealers. Job Description Key Responsibilities : Processes complex and specialized producer account change requests (custodial, provident and life changes). Processes annuity and life producer account change requests via direct entry into the system(s). Processes account change requests to transfer annuity and life policies via ACURA. Responds to simple service requests and simple service inquiries. Troubleshoots producer account changes made via ACURA with minimal supervision. Processes and communicates daily written updates as to status of custodial account changes to Morgan Stanley, Merrill Lynch and Wells Fargo. Manages and processes incoming specialized email producer account change requests from US Bancorp, Edward Jones and Capital One. Processes producer account change error reports. Maintains working product knowledge for all Nationwide Life and Annuity Products. May train other associates on other Account Changes processes. Fluent with all major Nationwide distribution Channels. 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: Two years of experience with commissions and the knowledge of source systems as well as the product administrative systems. Knowledge, Abilities, Skills : Requires knowledge of annuity and life administrative systems and Nationwide licensing systems. Requires knowledge of licensing requirements for servicing policies and understanding of regulatory and Nationwide rules surrounding the transfer of variable and fixed business. Ability to effectively operate a personal computer with related business software. Strong verbal and written communication skills for contact with customers. Excel experience is strongly preferred. Prod