New Business Processor; Honolulu

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Full Time Honolulu, HI, US

30+ days ago Requisition

Headquartered in Hawaii with offices in Colorado, E.A. Buck is a forward-thinking wealth management firm that is seeking a New Business Processor to join our expanding team. The ideal candidate will be process oriented, have an eye for detail and work with a sense of urgency. Ability to work autonomously but also thrive in a high teamwork, low drama corporate culture is a must.

NOTE:

This candidate will be located in Honolulu, Hawaii.

• Review and process Life Insurance, Annuity, and Security new business in an efficient manner
• Process and handle client service requests: address changes, names changes, beneficiary changes, ownership changes, distribution requests, death claims, etc.
• Update and maintain accurate client records
• Professionally handle incoming/outgoing client inquiries by phone or email
• Compile and record client data accurately in the CRM system
• Organize and oversee special projects

• Minimum one year of work experience in an office environment
• Strong verbal and written communication skills
• Detail oriented
• Skilled in Microsoft Office / Excel / Word / Adobe
• College degree preferred

• Highly motivated and deadline driven
• Ability to organize and prioritize tasks
• Holds self and others accountable for ensuring that results are achieved

• Pay is based on experience
• Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in a health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Company parking allowance.
• Join our mission-driven company and undertake company profit sharing and 401k generous matching!

Headquartered in Hawaii with offices in Colorado, E.A. Buck is a forward-thinking wealth management firm that is seeking a New Business Processor to join our expanding team. The ideal candidate will be process oriented, have an eye for detail and work with a sense of urgency. Ability to work autonomously but also thrive in a high teamwork, low drama corporate culture is a must.

NOTE:

This candidate will be located in Honolulu, Hawaii.

• Review and process Life Insurance, Annuity, and Security new business in an efficient manner
• Process and handle client service requests: address changes, names changes, beneficiary changes, ownership changes, distribution requests, death claims, etc.
• Update and maintain accurate client records
• Professionally handle incoming/outgoing client inquiries by phone or email
• Compile and record client data accurately in the CRM system
• Organize and oversee special projects

• Minimum one year of work experience in an office environment
• Strong verbal and written communication skills
• Detail oriented
• Skilled in Microsoft Office / Excel / Word / Adobe
• College degree preferred

• Highly motivated and deadline driven
• Ability to organize and prioritize tasks
• Holds self and others accountable for ensuring that results are achieved

• Pay is based on experience
• Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in a health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Company parking allowance.
• Join our mission-driven company and undertake company profit sharing and 401k generous matching!

Normal Business Hours, Monday - Friday
This is a full-time regular non-exempt position.