Customer Service Representative

Nassau Financial Group; Town of East Greenbush (NY); On-site; USD 32,000 - 34,000; Full time

Job summary

Nassau Financial Group is seeking a customer service professional to service life and annuity business, handling inquiries throughout the policy lifecycle. The role requires handling payments, disbursements, illustrations, and claims support.

Based in Hartford, CT, the position emphasizes a first-class customer experience, regulatory compliance, and collaboration with advisors and clients. The base pay is $23-25/hr, with benefits and a growth-focused environment.

Qualifications

• Minimum 2 years of customer service/call center experience
• Annuity or insurance experience a plus
• Strong verbal and written communication
• Ability to start shift on time and be prepared

Responsibilities

• Service and process financial and administrative transactions during the policy lifecycle
• Research, develop, organize, and prioritize customer solutions
• Resolve complex inquiries in a timely, accurate manner
• Support regulatory guidelines and corporate initiatives
• Collaborate on projects impacting customer experience
• Work in a team environment with training provided
• Perform other duties as assigned

Skills

Customer service

Communication

Problem solving

Analytical skills

Interpersonal skills

Attention to detail

Education

High school diploma/GED

Associate degree in business

Job description

Primary point of contact for servicing our life and or annuity business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage servicing clients and advisors. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.

Principal Duties and Responsibilities

• Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including but not limited to payments, disbursements, in-force illustrations, and claims support.
• Knowledge of, and adherence to the companies' policies and procedures; especially those relating to regulations and controls.
• Serves as a single point of contact. Receives and resolves complex and/or sensitive customer service inquiries in an accurate and timely manner.
• Responsible for researching, developing, organizing, and prioritizing solutions and options to balance both business and client needs.
• Participates in and/or facilitates various department projects, which impact the customer experience.
• Understands and supports corporate initiatives and distribution relationships as they impact the issuance and servicing of products.
• Works in a team environment. Extensive training will be provided.
• Perform other duties as assigned

Knowledge, Skills and Abilities

• High school diploma/GED required (associate degree in a business-related field preferred)
• Minimum of 2 years of customer service/call center experience in any industry
• Annuity or insurance experience a plus.
• Understands the advisor and policyholders’ expectations and requests; responds in a proficient and proactive manner based upon their needs; acts as a source of information.
• Ability to sign in and be ready to start work shift at designated time.
• Proactive in researching transactions that may not be evident to client thus preventing future inaccuracies.
• Excellent verbal, written and interpersonal skills to interact with internal and external clients.
• Adheres to standards by establishing priorities and working on tasks in the proper order.
• Effective problem-solving skills to research questions using appropriate reference material and peers.
• Effective analytical skills

Benefits and Compensation

Nassau offers medical, dental, vision, and dependent life insurance benefits to employees' spouses and dependent children. Benefit coverage begins on the date of hire (retroactively). In addition, we maintain a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base pay for this role is: $23-25/hr. based on experience.

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June 30, 2026.

As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.