New Business Coordinator: Onboarding & Quality Assurance

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

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