Financial Service Analyst - Financial Services
Nationwide · Grandview Heights, Ohio, US
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 indiv...
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. This position will have a primary focus on supporting individual annuity servicing within the following key workstreams: Death claims Review and process annuity death claim notifications and supporting documentation. Withdrawals: Process partial and full withdrawal requests in accordance with contract provisions and internal procedures. Validate required forms and approvals, research contract values, and apply any applicable fees or restrictions. Agent set up: Set up and maintain agent/producer records in the standard processing system , ensuring required information and documentation are complete and accurate. Process changes to agent demographics, licensing status, and hierarchy as requested. Annuitiza...