Logo
Nationwide

Financial Services Sales Assistant

Nationwide, Boise, Idaho, United States, 83708

Save Job

Financial Services Sales Assistant - Group Benefits

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customer concerns. Utilizes functional expertise to support, develop and lead new initiatives, maximizing growth and profitability of the business.

Key Responsibilities

Provides support for customers by handling inquiries via calls, emails, chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries, may include escalations.

Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.

Project Management: initiate, execute, communicate and document projects as needed.

Acts as a liaison to other departments where follow-up will be required to meet customer needs.

Assists in identifying process improvement opportunities.

Engages, inspires, educates and mentors new hires and incumbents.

Collaborates with other areas to identify, analyze and improve processes.

Inputs and tracks information into the appropriate databases.

Supervisory Responsibilities This job does not have supervisory duties.

Education and Experience

High School Diploma or GED (Required)

0-2 years experience (Preferred)

In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Functional Skills

Advanced product knowledge and insurance regulations knowledge

Excellent working knowledge of Nationwide's systems required to perform the role

Ability to sell and service policies (based on requirements of the department)

Ability to diffuse customers and agents

Excellent working knowledge of billing concepts and Nationwide billing systems

Effective oral and written communication skills

Intermediate problem-solving skills

Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to be in the Boise Regional office once a week (Tuesdays).

#J-18808-Ljbffr