New Business Associate

Nassau Financial Group; Hartford (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 in Hartford, CT is seeking a New Business Associate to review new applications, set up cases for Case Managers, and perform quality checks to ensure a smooth process. You will handle inbound inquiries via phone, chat, and email, with outbound follow-ups on transfer requests, contributing to a high-performing, collaborative team.

Responsibilities include data entry for multiple lines of business, reviewing forms, identifying missing requirements, routing cases

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• Experience handling data entry and review of applications is a plus.
• Ability to navigate multiple systems and maintain accuracy under pressure.

Responsibilities

• Enter data for multiple lines of business accurately.
• Review forms submitted for completion and accuracy for New Business cases.
• Identify missing requirements and route cases to the right person.
• Handle inquiries via phone, chat, and email and follow up on transfer requests.
• Support the New Business process and ensure quality of work and timely processing.

Skills

Quick learner

Interpersonal skills

Active listening

Clear communication

Team player

Reliability

Organized

Education

High school diploma or equivalent

Associate degree preferred

Tools

Outlook

Open Text

UWpro

Firelight

Salesnet/Producer Profile

Accurint

VCC Max

Job description

Job Summary

Join 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 Responsibilities

• Successfully completes data entry of applications for multiple lines of business
• Sets up the case for the New Business Case Manager by reviewing all forms that were submitted for completion and accuracy
• Successfully completes first review of applications and identifies missing requirements for multiple lines of business
• Identifies cases that need special handling and/or involvement and knows how to escape to the right person
• Knows 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 case
• Identifies and prepares cases that are ready to request funds from other financial institutions
• Successfully Performs the initial producer verification and understands the distribution model
• Performs outgoing reach-outs for status of funds through email & phone
• Can review incoming requirements through fax and/or email and successfully directs the work item(s) to the appropriate area/person for processing
• Can 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 importance
• Understands 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 Process
• Productivity and quality goals must be achieved: requires focus on managing daily workload, emphasis on time management and quality standards
• Adherence to company policies and procedures; especially those relating to regulations and controls
• Must maintain appropriate attendance
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Ability and passion to learn quickly and develop
• Excellent interpersonal skills to interact with internal and external clients
• Effective utilization of listening skills
• Ability to communicate information verbally and in writing
• General Knowledge of Nassau and the products and services we provide
• Works well in a Team environment
• Is reliable and maintains strong attendance
• Can quickly adapt in a changing environment & knows how to prioritize. Flexibility required to positively support the implementation of change
• Organized and Detailed-Oriented
• Has some technical experience & can navigate web-based programs effectively
• Basic problem-solving skills
• Educational Requirement: High school diploma or equivalent, associate degree preferred.

Computer Skills & Systems

• Outlook
• Open Text
• UWpro
• Firelight
• Salesnet/Producer Profile
• Accurint
• VCC Max

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 salary for this position falls within Nassau’s salary band B:$50,000.

View our employee benefits here.

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. _