What are the responsibilities and job description for the Customer Relationship Professional - Processing position at Nassau Financial Group?
Job Summary
Primary point of contact for servicing our life business. Responsible for providing service for the entire policy life cycle. Processes routine and complex transactions pertaining to individual and joint life contracts on multiple administrative systems. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.
Principal Duties And Responsibilities
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 salary for this position falls within Nassau’s salary band B: $45,000-$50,000 depending upon experience.
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, $25.6 billion in assets under management, and 361,000 policies and contracts as of September 30, 2025.
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.
Primary point of contact for servicing our life business. Responsible for providing service for the entire policy life cycle. Processes routine and complex transactions pertaining to individual and joint life contracts on multiple administrative systems. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.
Principal Duties And Responsibilities
- Responsible for servicing and/or processing financial and administrative transactions during the policy lifecycle including but not limited to policy rewrites, payments, disbursements, in-force illustrations, and existing business contract changes, and claims support.
- Knowledge of, and adherence to the companies 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.
- Responsible for researching, developing, organizing, and prioritizing 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.
- Responsible for identification of changes to procedure documentation, including communication of changes and/or updating of documentation for processes assigned Subject Matter Expert.
- Works in a team environment. Extensive training will be provided.
- Perform other duties as assigned
- High school diploma/GED required (Associate degree in a business related field preferred)
- Minimum of 2 years of customer service experience in any industry
- 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.
- 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 math and analytical skills
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 salary for this position falls within Nassau’s salary band B: $45,000-$50,000 depending upon experience.
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, $25.6 billion in assets under management, and 361,000 policies and contracts as of September 30, 2025.
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.
Salary : $45,000 - $50,000