New Business Processor

Job overview

The New Business Processor role is onsite in Honolulu, HI; compensation is not specified, and the posting says pay is based on experience. E.A. Buck is a Hawaii-headquartered wealth management firm with offices in Colorado. The role processes new insurance and securities business and client service requests, maintains accurate client records, responds to client inquiries, and supports special projects. Its work helps the firm handle client transactions and service needs accurately and on deadline.

What you'll do

• Review and process life insurance, annuity, and securities new business
• handle client service requests including address, name, beneficiary, ownership, distribution, and death-claim requests
• maintain accurate client records
• respond professionally to client inquiries by phone or email
• enter client data in the CRM
• organize and oversee special projects.

What we're looking for

Skills & competencies

new business processor

insurance processing

annuities

securities

client service

crm records

financial services

e.a. buck

honolulu hi

monday–friday

office operations

profit sharing

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-paid health, dental, and vision insurance
• health savings and flexible spending account eligibility
• paid vacation and holidays
• parking allowance
• profit sharing
• and 401(k) matching.

Why this role

The posting requests at least one year of office experience; a college degree is preferred. Benefits include employer-paid health, dental, and vision insurance, savings account options, paid vacation and holidays, a parking allowance, profit sharing, and 401(k) matching.

About the employer

EA Buck Insurance Inc is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.