Financial Services Analyst, Financial Services - Sales Assistant at Nationwide

Boise, Idaho, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

High School Diploma or GED (Preferred)
0-2 years experience (Preferred)
In lieu of education requirements, an equivalent combination of education and experience may be considered
Property & Casualty License (Preferred)
SIE Exam and Series 6 and 63 Licenses (Preferred)
Advanced product knowledge and insurance regulations knowledge
Excellent working knowledge of Allstate's systems required to perform the role
Ability to sell and service policies (based on requirements of the department)
Ability to diffuse customers and agents
Excellent working knowledge of billing concepts and Allstate's billing systems
Effective oral and written communication skills
Intermediate problem-solving skills
Ability to adjust schedule according to business need
Hybrid role requiring presence in Boise Regional office twice a week

Responsibilities

Handles basic to complex telephone/email/chat/fax inquiries from internal and external customers efficiently, professionally, and accurately
Provides customers with product knowledge and resolves customer concerns
Utilizes functional expertise to support, develop, and lead new initiatives to maximize growth and profitability
Provides support for customers by handling inquiries via calls/emails/chats, including escalations
Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed
Project Management: initiates, executes, communicates, and documents projects as needed
Acts as a liaison to other departments where follow-up is required to meet customer needs
Assists in identifying process improvement opportunities
Engages, inspires, educates, and mentors new hires and incumbents
Collaborates with other areas to identify, analyze, and improve processes
Inputs and tracks data into appropriate databases
Prepares materials to propose, sell, and establish new plans and sets up appropriate records (proposal illustrations, trust agreements, IRS determination reporting, employee communications, client administrative guide, census, and plan information)
Interprets plan provisions, product rules, and guidelines to process requests in accordance with Plan and Legal requirements
Provides extraordinary care through workflow management and meeting service level agreements
Proactively seeks opportunities to improve processes and member experience using lean methodology
Coordinates communication between contract holders, producers, and internal Nationwide departments
Reviews forms and files submitted by members or partners to ensure accurate entry into record keeping systems

Skills

Customer Service

Telephone Support

Email Handling

Chat Support

Product Knowledge

Issue Resolution

Project Management

Process Improvement

Data Entry

Team Collaboration

Nationwide

Provides insurance and financial services

About Nationwide

Nationwide provides insurance and financial services to individuals and businesses across the United States. Their product offerings include auto, home, life, and commercial insurance, as well as retirement and investment solutions. The company operates by underwriting insurance policies and managing investment portfolios, earning revenue through premiums, investment income, and fees for financial services. What sets Nationwide apart from its competitors is its focus on leveraging technology to improve claims processing and policy management, along with its commitment to customer service. Additionally, Nationwide partners with organizations to offer financial education resources, particularly for retirees, aiming to ensure financial security and protect the futures of its clients.

Columbus, OhioHeadquarters

1925Year Founded

$769.7MTotal Funding

N/ACompany Stage

Consulting, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Risks

Competition from insurtech startups like Nexar may challenge Nationwide's market share.

AI-driven platforms like Planck could disrupt traditional insurance models.

Partnerships with AI firms may require significant tech investment and integration efforts.

Differentiation

Nationwide invests in tech-driven platforms like YellowBird and Betterview to enhance services.

Partnership with CLARA Analytics shows Nationwide's focus on AI for operational efficiency.

Collaboration with Funding Circle highlights Nationwide's support for small business growth.

Upsides

Nationwide's $56M loan to Whitestone REIT diversifies its investment portfolio.

Investments in AI and tech platforms could streamline operations and reduce costs.

Supporting small businesses may expand Nationwide's customer base and strengthen relationships.

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