Life & Annuity Policy Servicing Specialist

Nassau Financial Group; Hartford (CT); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Dependent life insurance

Job summary

Nassau Financial Group in Hartford, CT, seeks a dedicated customer service professional to act as the primary contact for servicing life and annuity products. You will support the entire policy lifecycle, manage inquiries from clients and advisors, and contribute to a first-class customer experience within regulatory guidelines.

Join a team focused on accuracy, efficiency, and strong service delivery; extensive training and collaboration with advisors help you drive client satisfaction while

Qualifications

• High school diploma/GED required; associate degree preferred.
• Minimum of 2 years of customer service/call center experience.
• Annuity or insurance experience a plus.
• Understands advisor and policyholders' expectations; responds proactively.
• Ability to sign in and start work on time.
• Proactive in researching transactions to prevent inaccuracies.
• Excellent verbal, written and interpersonal skills.
• Prioritize tasks and work in proper order.
• Strong problem solving using reference materials and peers.
• Strong analytical skills.

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

Skills

Customer service

Call center experience

Annuity experience

Communication skills

Problem solving

Analytical skills

Team player

Education

High school diploma/ GED

Job description

Nassau Financial Group in Hartford, CT, seeks a dedicated customer service professional to act as the primary contact for servicing life and annuity products. You will support the entire policy lifecycle, manage inquiries from clients and advisors, and contribute to a first-class customer experience within regulatory guidelines.

Join a team focused on accuracy, efficiency, and strong service delivery; extensive training and collaboration with advisors help you drive client satisfaction while