Sr Case Advocate, New Business - Life

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Sr Case Advocate role in Life New Business, supports life insurance new business processing at a higher complexity level, to manage more sophisticated products and policy structures and supports premier teams and agents.  Serves as a Subject Matter Expert within the team. Strong product knowledge Ability to manage complex cases independently Exceptional customer service experience and relationship management skills Strong attention to detail Process-oriented mindset Training and Work Schedule: Approximately 7 weeks of onsite training Monday – Friday, 8 AM – 4:30 PM Hybrid model after training, with Tuesday and Wednesday onsite Work Location: Candidates must live within a 35-mile radius of the following office location: Ohio - Grandview Heights, 1000 Yard Street, 43212 This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

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.

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