New Business Processor

Company: E.A. Buck Financial Services
Location: Honolulu
Posted on: June 24, 2020

Job Description:

New Business ProcessorHeadquartered in Honolulu and recently ranked as one of Hawaii's best places to work, 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: Only people currently living in Hawaii will be considered for this role.Responsibilities:Review and process Life Insurance, Annuity and Security new business in an efficient mannerProcess and handle client service requests: address changes, names changes, beneficiary changes, ownership changes, distribution requests, death claims, etc.Update and maintain accurate client recordsProfessionally handle incoming/outgoing client inquiries by phone or emailCompile and record client data accurately in the CRM systemOrganize and oversee special projects--Minimum Job Requirements:Minimum one year of work experience in an office environmentStrong verbal and written communication skillsDetail orientedSkilled in Microsoft Office / Excel / Word / AdobeCollege degree preferredAdditional Expectations:Highly motivated and deadline driven--Ability to organize and prioritize tasksHolds self and others accountable for ensuring that results are achievedSalary / Benefits Package:Salary to be negotiated based on experienceFull benefits package includes health, dental and vision insurance, 401k with generous matching, company profit sharing, parking allowance, and paid vacation and holidays

Keywords: E.A. Buck Financial Services, Honolulu , New Business Processor, Other , Honolulu, Hawaii