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New Business Processor

Company: E.A. Buck Financial Services
Location: Honolulu
Posted on: May 16, 2022

Job Description:

E.A. Buck is a fast growing financial services company with dual headquarters in Denver and Honolulu. We're seeking an experienced New Business Processor. 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.

Salary / Benefits Package:
Base of $60,000 - 75,000, Dependent on Experience.
Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more.
Paid vacation (PTO) and paid holidays.
Company parking allowance.
Join our mission-driven company and partake in company profit sharing and 401k with generous matching!

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 Job Requirements:
Minimum 5 years of financial services experience in a similar role
Strong verbal and written communication skills
Industry licenses preferred - SIE / Series 7 / Series 63, 65 or 66 / Life & Health
Detail oriented
Skilled in Microsoft Office / Excel / Word / Adobe
College degree preferred

Additional Expectations:
Ability to organize and prioritize tasks
Holds self and others accountable for ensuring that results are achieved

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

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