ea buck insuranceHonolulu, HI
New Business Processor (Honolulu, HI)
New Business Processor (Honolulu, HI)
New Business Processor (Honolulu, HI)
ea buck insuranceHonolulu, HI
5 days ago
Insurance Agencies and BrokeragesAll Other Business Support ServicesAll Other Insurance Related Activities
Apply for this role (opens in a new tab)Job Description:
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.
Responsibilities:
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 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
Additional Expectations
Highly motivated and deadline driven
Ability to organize and prioritize tasks
Holds self and others accountable for ensuring that results are achieved
Salary / Benefits Package:
Pay is based on experience
Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in a health savings
Also on the board Same function, level within a rung
Level
Junior
Location
Honolulu, HI
Occupation
Office Clerks, General
Industry
Insurance Agencies and Brokerages
Posted
5 days ago