Customer Service Representative
Job Summary
Primary Duties And 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 company's 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.
Researches, develops, organizes, and prioritizes 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.
Knowledge, Skills And Abilities
- High school diploma/GED required (associate degree in a business-related field preferred)
- Minimum of 2 years of customer service/call center experience in any industry
- Annuity or insurance experience a plus
- Understands the advisor and policyholders’ expectations and requests; responds in a proficient and proactive manner based upon their needs; acts as a source of information
- Ability to sign in and be ready to start work shift at designated time
- Proactive in researching transactions that may not be evident to client thus preventing future inaccuracies
- Excellent verbal, written and interpersonal skills to interact with internal and external clients
- Adheres to standards by establishing priorities and working on tasks in the proper order
- Effective problem-solving skills to research questions using appropriate reference material and peers
- Effective analytical skills
Compensation
Compensation: Nassau maintains 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 pay for this role is: $23-25/hr. based on experience.
Visit our Careers page and apply online at http://www.nfg.com/.
About the Role
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, $24.4 billion in assets under management, and 350,000+ policies and contracts as of March 31, 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.
Benefits
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.