Customer Service - Financial Services Analyst
This position is a Member Disbursement / Claims role within the New Business department. As part of this financial team you will be speaking to policyholders and producers to coordinate the communication between the two parties.
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants.
Coordinates full communication between contractholders, producers, and with internal Nationwide departments.
The following duties cover what are generally believed to be principal and essential functions of the job.
Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Working hours: 8:00 AM - 5:00 PM
Skills:. Ability to prioritize own work within standards..
Effective written and oral communication skills to interact with customers, team members, and management..
Decision making skills necessary for customer contacts..
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action..
Decision making skills necessary for problem identification and correction.. Ability to coordinate and conduct, direct or lead a project or the training of team members.
Four years work experience. Work experience with undergraduate studies preferred.
General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Basic knowledge of contract law and the tax ramifications
If you are interested in starting a career in financial services apply today.
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