Life & Annuity Client Care Advisor

Nassau Financial Group; Town of East Greenbush (NY); In loco; USD 32.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

Dependent life insurance

Descrizione del lavoro

Nassau Financial Group in Hartford, CT, is seeking a dedicated service professional to support our life and annuity customers across the policy lifecycle. You will serve as the primary contact for servicing inquiries from clients and advisors, ensuring courteous, accurate responses, adherence to regulatory guidelines, and a first-class customer experience.

Training will be provided, with opportunities to grow within a dynamic, wealth management focused team.

Competenze

• High school diploma or GED required; associate degree preferred.
• Minimum of 2 years of customer service/call center experience.
• Annuity or insurance experience a plus.
• Excellent verbal, written and interpersonal skills.
• Able to sign in and start work at designated time.
• Proactive in researching transactions to prevent errors.
• Strong problem-solving and analytical abilities.
• Team player with willingness to participate in training.

Mansioni

• Serve as primary contact for servicing our life and/or annuity business.
• Provide service across the policy lifecycle and resolve inquiries.
• Process financial/administrative transactions during the lifecycle.
• Adhere to policies, procedures and regulatory guidelines.
• Collaborate on department projects to improve customer experience.
• Support corporate initiatives affecting product servicing.
• Work in a team environment; participate in training.

Conoscenze

Customer service

Interpersonal skills

Written communication

Problem solving

Analytical skills

Teamwork

Punctuality/shift readiness

Formazione

High school diploma/GED

Associate degree (business-related)

Descrizione del lavoro

Nassau Financial Group in Hartford, CT, is seeking a dedicated service professional to support our life and annuity customers across the policy lifecycle. You will serve as the primary contact for servicing inquiries from clients and advisors, ensuring courteous, accurate responses, adherence to regulatory guidelines, and a first-class customer experience.

Training will be provided, with opportunities to grow within a dynamic, wealth management focused team.