New Business Associate

Nassau Financial Group • Hartford, CT

17h

About The Position

Join Nassau Financial Group’s New Business team, where the New Business Associate reviews new applications and sets up cases for New Business Case Managers. The role performs quality checks and verifies agent contracting to help keep the new business process running smoothly. It also handles inbound inquiries by phone, chat, and email, and makes outbound contacts to check the status of transfer requests. The position is part of a collaborative, high-performing team.

The associate supports application processing across multiple lines of business, including reviewing forms for completeness and accuracy, identifying missing requirements and cases needing special handling, and determining when cases are ready for the next phase. The role also supports fund requests from other financial institutions, producer verification, Medicare Supplement Open Enrollment and Straight Through Processing, and day-to-day quality efforts. Productivity, quality, adherence to company policies and procedures, and appropriate attendance are expected. Training is provided on the listed computer systems.

The educational requirement is a high school diploma or equivalent; an associate degree is preferred. The stated base salary is $50,000. Nassau describes its compensation philosophy as including performance-driven incentives and professional development opportunities, and offers medical, dental, vision, and dependent life insurance benefits for employees’ spouses and dependent children. Coverage begins on the date of hire, retroactively.

Requirements

• High school diploma or equivalent.
• Ability and enthusiasm to learn quickly and develop.
• Excellent interpersonal skills for interacting with internal and external clients.
• Effective listening skills.
• Ability to communicate information verbally and in writing.
• General knowledge of Nassau and its products and services.
• Ability to work well in a team environment.
• Reliability and strong attendance.
• Ability to adapt quickly to change, prioritize, and flexibly support change implementation.
• Organized and detail-oriented.
• Some technical experience and ability to navigate web-based programs effectively.
• Basic problem-solving skills.

Nice To Haves

• Associate degree preferred.

Responsibilities

• Enter application data for multiple lines of business.
• Set up cases for New Business Case Managers by reviewing submitted forms for completion and accuracy.
• Perform first reviews of applications and identify missing requirements across multiple lines of business.
• Identify cases requiring special handling or involvement and escalate them to the appropriate person.
• Determine when a case is ready to move to the next phase and explain the chronological sequence of events on a case.
• Identify and prepare cases ready for fund requests from other financial institutions.
• Perform initial producer verification and understand the distribution model.
• Contact parties by email and phone to obtain status updates on funds.
• Review incoming requirements received by fax or email and direct work items to the appropriate area or person.
• Respond to basic application-status inquiries by phone, email, and chat.
• Handle Open Enrollment and Straight Through Processing for the Medicare Supplement line of business.
• Organize tasks and prioritize work by importance.
• Support corporate initiatives and distribution relationships as they affect product issuance and servicing.
• Support the day-to-day Quality of Business strategy by identifying and reporting inconsistencies or discrepancies in the new business process.
• Meet productivity and quality goals by managing daily workload, time, and quality standards.
• Follow company policies and procedures, particularly those relating to regulations and controls.
• Maintain appropriate attendance.
• Perform other duties as assigned.

Benefits

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Dependent life insurance for employees’ spouses and dependent children; coverage begins on the date of hire, retroactively.
• Performance-driven incentives.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED