Sr Case Advocate, New Business - Annuity

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. This is a hybrid role based in Grandview Heights, Ohio, requiring on ‑ site presence at least two days per week.  This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.  #LI-KR2  #Nationwidefinancial  Job Description Summary Do you want to play a pivotal role in ensuring annuity applications move seamlessly from submission to approval while upholding the highest standards of accuracy, compliance, and customer care? Are you energized by navigating complex regulatory requirements, coordinating across multiple stakeholders, and serving as the critical link that keeps business moving forward? If so, we want to hear from you! The Sr Case Advocate, New Business – Annuity is responsible for validating key demographic data, documenting all In Good Order (IGO) underwriting requirements, and maintaining regulatory oversight through effective suspense management. This role ensures applications move efficiently through the pipeline while adhering to suitability standards, documentation requirements, and annuity pricing protocols. Serving as the primary communicator of IGO requirements, the Sr Case Advocate directs requests to agents, distributors, and internal stakeholders to achieve timely and accurate resolution.

Key Responsibilities:   Drives new business application underwriting and set up. Navigates complex underwriting, regulatory, compliance, and product specific requirements. Accountable for safeguarding the integrity of the underwriting process and supports a smooth, customer centered annuity experience. Accountable for In Good Order (IGO) requirements identification. IGO Requirements Communication. Maintains communication and NIGO Resolution with Business Partners. Accountable for managing all follow up. Creates and sends Letter of Acceptance. Responsible for vouchering, processing and applying funds for all financial transactions. Responsible for suspense management in accord with FINRA/SEC regulations. May perform other responsibilities as assigned. Reporting Relationships: Reports to Manager or Director. Typical Skills and Experiences:

Bachelor’s degree in business field or related experience.

2 years of related experience. Knowledge, Abilities and Skills: Working knowledge of annuity product types, features, benefits, state availability, and pricing drivers. Understanding of underwriting risk indicators, IGO standards, and case setup dependencies. Knowledge of how demographic data, ownership structures, and producer information affect underwriting and pricing. Proficiency with underwriting workflow tools, case management platforms, and policy administration systems. Understanding of suspense management processes, documentation workflows, and audit requirements. 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 Human Resource Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions:  Overtime Eligibility: Non-Exempt (Eligible).

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.

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