New Business Associate

Nassau Financial Group; Coltville (CT); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Dependent Life Insurance

Job summary

Nassau Financial Group is seeking a New Business Associate to support the New Business team in Hartford, CT. You will review applications, set up cases, and verify details to keep the process moving smoothly.

You will handle inbound inquiries via phone, chat and email, perform outbound follow-ups on funds status, and support Medicare Supplement Open Enrollment processing. Join a collaborative, performance-driven team.

Qualifications

• High school diploma or equivalent; associate degree preferred.
• Excellent interpersonal and written communication.
• Ability to learn quickly and adapt to change.
• Experience with data entry and basic problem-solving.

Responsibilities

• Perform data entry for applications across multiple lines of business.
• Set up cases for New Business Case Manager after reviewing forms for accuracy.
• Review first submissions and identify missing requirements.
• Handle inbound inquiries via phone, chat, and email; perform outbound updates on funds.
• Open Enrollment and Straight Through Processing for Medicare Supplement line.

Skills

Interpersonal skills

Communication

Adaptability

Attention to detail

Team player

Time management

Education

High school diploma or equivalent

Associate degree preferred

Tools

Outlook

Open Text

UWpro

Firelight

Salesnet/Producer Profile

Accurint

VCC Max

Job description

Job SummaryJoin our New Business team and work for a company that is known for its exceptional “best in class” customer service. As a New Business Associate, you will be reviewing new applications and setting up cases for the New Business Case Managers. In this role, you will be performing quality checks and verifying agent contracting to ensure that the new business process runs smoothly. You will also be handling inbound inquiries through phone, chat and email and performing outbound reach-outs to check on the status of transfer requests. This role will also provide you with the opportunity to work on a high-performing team that values collaboration and supports each other.Principal Duties and ResponsibilitiesSuccessfully completes data entry of applications for multiple lines of businessSets up the case for the New Business Case Manager by reviewing all forms that were submitted for completion and accuracySuccessfully completes first review of applications and identifies missing requirements for multiple lines of businessIdentifies cases that need special handling and/or involvement and knows how to escalate to the right personKnows when a case is ready to move to the next phase in the new business process & can explain the chronological order of events on a caseIdentifies and prepares cases that are ready to request funds from other financial institutionsSuccessfully Performs the initial producer verification and understands the distribution modelPerforms outgoing reach-outs for status of funds through email & phoneCan review incoming requirements through fax and/or email and successfully directs the work item(s) to the appropriate area/person for processingCan handle basic inquiries on status of applications through phone, email, and chat.Handles Open Enrollment and Straight Through Processing for our Medicare Supplement line of business.Organize tasks and prioritize items based on level of importanceUnderstands and supports corporate initiatives and distribution relationships as they impact the issuance and servicing of products.Support the day-to-day Quality of Business strategy by identifying and reporting any inconsistencies or discrepancies identified during the New Business ProcessProductivity and quality goals must be achieved: requires focus on managing daily workload, emphasis on time management and quality standardsAdherence to company policies and procedures; especially those relating to regulations and controlsMust maintain appropriate attendancePerform other duties as assignedKnowledge, Skills and AbilitiesAbility and passion to learn quickly and developExcellent interpersonal skills to interact with internal and external clientsEffective utilization of listening skillsAbility to communicate information verbally and in writingGeneral Knowledge of Nassau and the products and services we provideWorks well in a Team environmentIs reliable and maintains strong attendanceCan quickly adapt in a changing environment & knows how to prioritize. Flexibility required to positively support the implementation of changeOrganized and Detailed-OrientedHas some technical experience & can navigate web-based programs effectivelyBasic problem-solving skillsEducational Requirement: High school diploma or equivalent, associate degree preferred.Computer Skills & Systems (training provided)OutlookOpen TextUWproFirelightSalesnet/Producer ProfileAccurintVCC MaxBenefits and CompensationNassau 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 salary for this position falls within Nassau’s salary band B: $50,000.View our employee benefits here.Visit our Careers page and apply online at http://www.nfg.com/.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.