Life New Business Sr. Case Advocate

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Internal grade level - D2

This is a hybrid position located in Columbus Ohio, and you will be required to come into the office two days per week.

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!

As a Senior Case Advocate, you'll be responsible for the management of life insurance cases from receipt of new applications through policy placement. We'll count on you to service as a subject matter expert on the process and have an in-depth knowledge of channel-specific nuances and needs.

Job Description

Key Responsibilities:

• Verifies all documents and information is complete and in good order. Understands, identifies and communicates good order requirements needed to complete the application.

• Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner, while maintaining frequent communication to manage expectations appropriately.

• Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements.

• Resolves issues with new business processing, licensing, commissions, vendors, etc. Provides guidance to producers on application/new business processes, medical requirements, replacements, and illustration procedures.

• Continuously looks for ways to expedite and improve our processes and services. Develop and implement process improvement initiatives within the department.

• Builds, maintains, and appropriately leverages relationships with producers, firms, BGAs and sales partners. Provides assistance/answers questions in a timely manner.

• Updates policies once approved, so they can be issued.

• Monitors issued cases and ensures all requirements are fulfilled, e.g., delivery receipts, illustrations, amendments, etc.

• Processes requests for any policies not approved or declined by the insured after approval.

• Updates records and sends out documentation for policies placed in incomplete status.

• Reviews matched mail documents and updates files as received.

• Contacts disbursement department to have internal/external 1035 requests completed.

• Processes payment requests; researches and resolves money discrepancies received. Generates checks as needed.

• Serves as a mentor to Case Advocates. Helps to resolve challenges with effective solutions while maintaining focus on improving time service and quality of application submissions.

• Serves as escalation point for other Case Advocates on the team and provides guidance throughout the process for complex cases or cases that require a sophisticated level of customer service.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Manager or Director.

Typical Skills and Experiences:

Education: Undergraduate studies preferred.

Experience: At least one year of related experience.

Knowledge, Abilities and Skills: Substantial knowledge of life insurance, including basic underwriting principles and practices; Sophisticated product knowledge; Advanced verbal and written communication skills to interact with internal and external audiences; Advanced ability to research issues and optimize resolution; Advanced decision-making skills for problem identification and correction; Demonstrated ability to successfully work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care; Discretion while handling confidential matters (e.g., medical records); Ability to integrate in a rapidly changing environment with competing priorities; Ability to work independently in a fast-paced environment, effectively prioritize work, maintain focus on critical deliverables, and provide extraordinary care.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and HR Business Partners.

Values: Regularly and consistently demonstrates 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.