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!

　　The Case Advocate position plays an integral part of our life insurance team by owning the New Business process.  In this role, your work will have a direct and positive impact on our members! 

　　Tired of job hunting?  Ready to build a career with a Fortune 100 company?  Interested in an underwriting career?  This position can set you on that path! 

　　Training will take place in Columbus at our Grandview Yard office, with the potential to Work From Home based on performance. 

　　Your total rewards package includes a starting salary of at least $42,500 ($21/hr) with performance-based salary increases, a bonus plan, and a competitive benefits package.

　　Two start dates available:

　　Monday, March 7, 2022

　　Monday, March 21, 2022

　　We offer an award-winning 6-week training program that is designed to set you up for success and confidence in your new role. Your training schedule will be Monday–Friday, 8:00am-4:30pm.  

　　Seeking candidates with experience in the following industries:

　　Retail

　　Restaurant

　　Medical

　　Banking

　　Financial Services

　　Top skills/traits/experience:

　　Highly Organized

　　Strong Attention to Detail

　　Action Oriented

　　Customer Service Orientation

　　Workflow Management/Ownership

　　Multi-Tasking

　　Technical Writing Skills

　　Relationship Building

　　Process Management

　　Team Player

　　Critical Thinker

　　Problem-Solving

　　Compensation Band: C2

　　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 Case Advocate, you'll be responsible for the management of life insurance cases from receipt of new applications through policy placement.

　　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.

　　Builds and maintains 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.

　　May perform other responsibilities as assigned.

　　Reporting Relationships: Reports to Manager or Director.

　　Typical Skills and Experiences:

　　Education: Undergraduate studies preferred. 

　　Experience: Customer service experience preferred.

　　Knowledge, Abilities and Skills:  Knowledge of general business practices; Ability to prioritize work; Ability to work independently in a fast-paced environment, maintain focus on critical deliverables, and provide extraordinary care; Ability to make decisions with moderate oversight; Solid verbal and written communication skills to interact with internal and external audiences; Ability to research issues and determine optimal resolution; Decision making skills for problem identification and correction; Discretion while handling confidential matters (e.g., medical records).

　　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 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.