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Nassau Financial Group · 1 hour ago

New Business Associate

East Greenbush, NY

Full-time

Onsite

New Grad, Entry Level

$30K/yr - $60K/yr

Nassau Financial Group is a growth focused and digitally enabled financial services company known for its exceptional customer service. As a New Business Associate, you will review new applications, set up cases, perform quality checks, and handle inquiries to ensure a smooth new business process.

Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRetirement

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 escalate 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

Qualification

Data entryQuality checksCustomer serviceTechnical experienceProblem-solvingInterpersonal skillsTime managementOrganizational skillsFlexibilityCommunication skillsTeamworkAttention to detailAdaptabilityReliability

Required

High school diploma or equivalent

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

Organized and Detailed-Oriented

Has some technical experience & can navigate web-based programs effectively

Basic problem-solving skills