New Business Processor
Company: E.A. Buck Financial Services
Posted on: May 16, 2022
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
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
Strong verbal and written communication skills
Industry licenses preferred - SIE / Series 7 / Series 63, 65 or 66
/ Life & Health
Skilled in Microsoft Office / Excel / Word / Adobe
College degree preferred
Ability to organize and prioritize tasks
Holds self and others accountable for ensuring that results are
Keywords: E.A. Buck Financial Services, Honolulu , New Business Processor, Other , Honolulu, Hawaii
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