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The 1035 Analyst plays an essential role in ensuring the smooth and successful completion of 1035 exchanges through accurate processing, proactive communication, and effective cross-functional coordination. This role is responsible for reviewing and processing exchange requests, contacting relinquishing companies to gather required information, and addressing issues that could delay completion, all while meeting established service levels.
Key Responsibilities
- Process 1035 exchange work accurately and efficiently, ensuring documentation is complete and compliant with regulatory and internal standards.
- Contact and coordinate with relinquishing carriers to obtain necessary information, clarify requirements, and expedite case resolution.
- Collaborate with internal teams such as Case Management and Tax to resolve issues, share updates, and maintain momentum on all in‑flight exchanges.
- Monitor cases and follow up proactively to prevent delays and ensure timely completion of the exchange process.
- Escalate complex issues to appropriate partners when needed, helping maintain workflow accuracy and efficiency.
- Support process improvement efforts by identifying bottlenecks, communicating recurring challenges, and contributing to solutions that enhance departmental performance.
- Success Flex Scheduling: In Office Tuesday & Wednesday (Grandview Yard).
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
Job Description Summary
Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you!We are seeking an experienced and detail-oriented New Business Support Associate to join our Life New Business team. In this role, you will play a crucial part in ensuring the efficient processing of new life insurance applications and policies. This position is ideal for someone with prior experience in the insurance industry who is looking to advance their career.
Job Description
Key Responsibilities:
Oversee the processing and customer service of new life insurance applications, ensuring accuracy and compliance with company policies.
Communicate with clients, agents, and underwriters to gather necessary information and resolve application issues.
Maintain and update internal systems with application status and client information.
Provide training and support to entry-level team members.
Collaborate with cross-functional teams to streamline processes and improve efficiency.
Handle complex customer inquiries and provide updates on application status.
Assist with the development and implementation of new procedures and best practices.
Participate in team meetings, lead team huddles, and contributes to Lean and continuous improvement initiatives.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager.
Typical Skills and Experiences:
Education: Bachelor’s degree in business, finance, actuarial science, or a related field preferred.
Experience: 2 years’ experience in processing or customer service type work preferred.
Knowledge, Abilities and Skills:
The product and system restrictions for when application details are missing or hard to read
Ability to de-escalate agent issues and handle accordingly
Ability to properly identify and sort complex firm/agent submitted completed application documents
Expertise in identifying unique agent/firm/payment relationship connections
Ability to use internally maintained systems and databases
Ability to identify correct external firm and internal sales partners
Ability to work in multiple systems
.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non - Exempt (eligible)
Working Conditions:Normal office environment.
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.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, 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, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Analyst, New Business Support - Life : $46,345.00-$80,700.00The expected starting salary range for Analyst, New Business Support - Life : $46,345.00 - $65,100.00Learn more about this Employer on their Career Site
