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 we’re looking for associates who are passionate about delivering extraordinary care.

This role will be required to work a hybrid schedule out of our Columbus office.

This is an F2 band role.

Job Description Summary

Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you!

As a Team Lead, you'll monitor Case Administrators, Senior Case Administrators and other support personnel. You will function as the initial partner concern point-of-contact for Preferred Pension Administrators (PPAs) on case administration issues. You'll coordinate feedback from sales and internal positions and monitor team production and compiles performance statistics for management.

Job Description

Key Responsibilities:

• Maintains records and provides management with status reports as the need arises. Generates and analyzes reports as requested by management.

• Serves as liaison to other support and/or service teams.

• Functions as the initial point-of-contact for high-level issues if Specialist or Support associates are unable to satisfy the request.

• Maintains superior customer relations by providing quality and timely service, maintaining excellent relations with PPAs and various internal areas.

• Monitors and provides guidance on verbal and written communication with other internal/external personnel regarding problem issues and processing needs.

• Monitors and coaches all activities and personnel required for timely and accurate processing of multiple administrative support functions.

• Assigns work, monitors processes/procedures, and establishes or changes production standards and schedules to ensure compliance with established guidelines.

• Participates in assigned projects and task teams; provides input and performs research/analysis; reports to staff, management and other teams as required.

• Reviews documentation, analyzes and interprets processing errors and net financial effect to the company, formulates resolution for handling processing errors and implements required changes.

• Responsible for training new and existing employees.

• Functions as technical advisor to internal and external customers and also advises on projects.

May performs other responsibilities as assigned.

Reporting Relationship: Reports to Division Manager and does not have direct reports.

Typical Skills and Experiences:

Education: Undergraduate studies in accounting, finance, business administration, communication, marketing or related areas.

License/Certification/Designation: Depending on position, may be required to acquire FINRA Series 6 license.

Experience: At least six years of experience in customer service in a financial services environment, relationship management, communications, sales management or related field. Experience in case administration strongly preferred.

Knowledge, Abilities and Skills: Expert level knowledge of Nationwide's suite of financial products. Expert level knowledge of retirement services, and pensions and retirement benefits industry. Strong knowledge of the legal climate surrounding the industry. Excellent verbal and written communications skills to manage relationships with internal and external customers. Attention to detail and ability to research problem situations thoroughly. Strong customer service focus.

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

Staffing exceptions to the above must be approved by the Director and Human Resources Consultant.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not 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.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.