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 Denver, Colorado.
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 account, flexible savings account, and more.
- Paid vacation (PTO) and paid holidays.
- Join our mission-driven company and partake in company profit sharing and 401k generous matching!
