Dynamic professional with established expertise at Nationwide Financial Services, specializing in client relationship management and analytical problem-solving.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life Platinum - Life New Business Sr Analyst
Nationwide Financial Services
06.2022 - Current
Transformed negative customer experiences into positive outcomes.
Promoted consistent improvement within life new business department through various initiatives.
Corrected applications and provided feedback to enhance accuracy.
Assisted with audits to ensure compliance and integrity.
Conducted subsidiary audits to safeguard shareholders from fraudulent financial claims.
Cultivated positive relationships with stakeholders across Nationwide.
Analyzed data to identify root causes and recommend corrective actions.
IPSO Sales Support Analyst
Nationwide Financial Services
03.2018 - 05.2022
Provided exceptional service to our valued advisors.
Assist on escalation requests and to provide a positive experience.
Assist on end of the month cutoff rushes.
Increased customer satisfaction levels through consistent follow-ups and thorough issue tracking.
Solidify strong connections with our stakeholders.
Internal Sales and Service Inbound Representative
Nationwide Financial Services
05.2016 - 03.2018
Established rapport with customers, building trust and loyalty through personalized interactions.
Supported sales efforts by providing reliable information on available products or services that met clients'' individual requirements during inbound calls.
Contributed to a positive team environment by supporting colleagues in their tasks and sharing best practices.
Retained valuable customers by proactively identifying needs and offering tailored solutions within company guidelines.
Boosted customer satisfaction by promptly addressing inquiries and resolving issues.
Education
Associate of Science - Business Management And Administration
Ohio University
Chillicothe, OH
06-2022
Skills
Client relationship management
Stakeholder communication
Analytical thinking
Team collaboration and leadership
Analytical problem solving
Continuous improvement
Complex Problem-solving
Corrective action planning
Critical thinking
Attention to detail
Certification
Series 6 License, Nationwide Financial - July 2016
Certified in Long-Term Care (CLTC) Designation, June 2018
Associate Life Health and Claims (ALHC) Designation, September 2019
Interests
Guitar Player
Bowling
Disc Golfer
Working Out
Accomplishments
Collaborated with team of 12 in the development of Illustration ASR Request.
Assisted in numerous state audits for life new business.
Quality Control Analyst for the New York Reg 187 Suitability Team.
Assisted in our Final Action Team being brought back into the office.
During COVID, assisted in processing policies getting out the door.
Life Illustration and Datapage subject matter expert.
Timeline
Life Platinum - Life New Business Sr Analyst
Nationwide Financial Services
06.2022 - Current
IPSO Sales Support Analyst
Nationwide Financial Services
03.2018 - 05.2022
Internal Sales and Service Inbound Representative
Nationwide Financial Services
05.2016 - 03.2018
Associate of Science - Business Management And Administration
Ohio University
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