Sr Case Advocate, New Business - Annuity

Nationwide
United States
Workplace: HybridFull timeUSD 46,345 - 80,700 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Accuracy","Compliance mindset","Stakeholder communication","Problem-solving","Customer care"]

Own annuity new-business processing by validating demographic data, documenting In Good Order (IGO) underwriting requirements, and maintaining regulatory oversight through suspense management. Navigate complex underwriting, compliance, and product-specific requirements while ensuring applications move efficiently through the pipeline. Serve as the primary communicator of IGO requirements to agents, distributors, and internal stakeholders to drive timely, accurate resolutions and maintain underwriting integrity.

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FursaFursa
Nationwide
Nationwide
15 hours ago

Sr Case Advocate, New Business - Annuity

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Own annuity new-business processing by validating demographic data, documenting In Good Order (IGO) underwriting requirements, and maintaining regulatory oversight through suspense management. Navigate complex underwriting, compliance, and product-specific requirements while ensuring applications move efficiently through the pipeline. Serve as the primary communicator of IGO requirements to agents, distributors, and internal stakeholders to drive timely, accurate resolutions and maintain underwriting integrity.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Drive new business application underwriting and set up.
  • •Navigate underwriting, regulatory, compliance, and product-specific requirements while safeguarding underwriting integrity.
  • •Identify and communicate In Good Order (IGO) requirements; manage IGO requirements communication and NIGO resolution with business partners.
  • •Manage follow-ups and maintain suspense management in accordance with FINRA/SEC regulations.
  • •Create and send Letter of Acceptance; perform vouchering, processing, and applying funds for financial transactions.

Pay and Benefits

Salary: USD 46,345 - 80,700 annually
Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kPensionLong-term Disability

Key Requirements

  • •Bachelor’s degree in a business field or related experience.
  • •2 years of related experience.
  • •Working knowledge of annuity product types, features, benefits, state availability, and pricing drivers.
  • •Understanding of underwriting risk indicators, IGO standards, and case setup dependencies.
  • •Proficiency with underwriting workflow tools, case management platforms, and policy administration systems, including suspense management and documentation/audit requirements.
Experience:2+ years
Education:Bachelor's
Skills:AccuracyCompliance mindsetStakeholder communicationProblem-solvingCustomer care
Tech Stack:Case management platformsPolicy administration systems

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
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