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Solutions Center Representative - Dummy

Company: Tailored Management
Location: Scottsdale
Posted on: May 24, 2023

Job Description:

Job Description

Role: Solutions Center Representative
Company: Nationwide Insurance
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Fully Remote (must adhere to AZ Timezone)
Schedule: 40 hours/week, 8 hours/day - M-F 8a-9p and Saturday 6a-4p
Contract Length: 6-12 months, opportunity for extension/conversion pending performance and business need
Target Start Date: 7/10/2023, upon completion of new hire onboarding

Training Model: Training will be fully work from home, 8:00am - 4:30pm Monday - Friday AZ time zone and once training is completed, the contingent workers will have the option to continue working from home, work in the office 1-2 days a month or work a hybrid schedule

Job Profile Summary:
As a Solutions Center Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers

Key Responsibilities:

  • Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
  • Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
  • Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
  • Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
  • Follows all rules and regulations to ensure compliance with Nationwide Insurance or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
  • Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
  • Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues.
  • Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
  • Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
    • Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education:
      • Undergraduate degree required
      • Degree in finance, business administration, insurance, economics, communications preferred License/Certification/Designation:
        • ChFC, CLU, other industry designations desirable
        • Series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience:
          • One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability:
            • Knowledge of various insurance products and the sales process.
            • Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
            • Understands the consequences of not following the Nationwide rules and regulations.
            • Excellent verbal and written communication skills to effectively communicate with others.
            • Proficiency with computers and common office software.
            • Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
            • Other criteria, including leadership skills, competencies and experiences may take precedence. Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen

Keywords: Tailored Management, Scottsdale , Solutions Center Representative - Dummy, Other , Scottsdale, Arizona

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