Specialist, Sales & Distribution - Pension Risk Transfer (PRT)

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.

The ideal candidate has a passion for process improvement and problem solving using proven methods and can lead efforts to refine business processes to improve efficiency and reduce manual interventions.

The following are responsibilities of this role that are specific to PRT:

• Request for Proposal management:

  • Receive, file, analyze and process incoming RFP’s

  • Partner with Consultant on prospective bids

  • Active deal management, specifically internal and external deliverables

  • Create, review and finalize bid documents, while maintaining all templates

  • Maintain internal team reports

• PRT market data and trend analysis, focusing on industry awareness using various sources such as LIMRA, white papers, market pipelines and related seminars

• Organizing and managing internal communication via Outlook and Teams

• Applications utilized, but not limited to:

  • Outlook, Microsoft 365, PowerBI, AWD, DocuSign, various government websites

This is a fully remote position that is eligible to work from anywhere in the United States.

This is an F3 band role.

#LI-COLE

Job Description Summary

Do you seize opportunities to drive change to improve processes, products, and service? At Nationwide, Pension Risk Transfer (PRT) is a growing niche business where we value team members who are great communicators, forward thinking and have the drive to continuously improve and grow with us. If you would thrive in an environment like this, where you’ll build relationships and solve business challenges, we want to hear from you!

As a Specialist, PRT Operations, you will support the day-to-day activities of the PRT operations by managing the data critical to annuitant experience, pension payroll funding, premium validation, Nationwide risk mitigation, contract drafting, and financial reporting. You will also work closely with internal and external partners across multiple areas including Finance, Treasury, Technology, Compliance, and Third-Party Administrators.

Job Description

Key Responsibilities:

• Responsible for validating TPA escheatment reporting and review weekly death report and approving or seeking appropriate authorization to write-off overpayments.

• Manages periodic correspondence review and obtain appropriate reviews and approvals.

• Manages the monthly data optimization process using external data search partners and researching findings to reduce Nationwide risk and …