Financial Services Analyst

This role will join the ALO Operations New Business team. It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.
 

This position will be hired on a SuccessFlex basis.

Grandview: 1000 Yard Street Grandview OH, 43215

Work schedule: 2 days in office, 3 days remote.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. 

Job Description Summary

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and 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 to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology. 

• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/