New Business Processor (Denver, CO)

ADP, Inc.; Honolulu (HI); On-site; USD 52,000 - 78,000; Full time

Job summary

E.A. Buck, headquartered in Hawaii with offices in Colorado, is seeking a New Business Processor to join our expanding team in Denver. This full-time role requires process orientation, attention to detail, and the ability to work with urgency.

Responsibilities include reviewing and processing life insurance, annuities, and securities new business; handling client service requests; updating records; and maintaining CRM data. Strong communication and MS Office skills required.

Qualifications

• Strong verbal and written communication skills
• Detail oriented and highly organized
• Deadline driven with ability to work autonomously and in a team

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

Skills

Verbal communication

Written communication

Detail oriented

Organization

Deadline driven

Accountable

Education

College degree preferred

Tools

Microsoft Office

Excel

Word

Adobe

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

New Business Processor (Denver, CO)

Full Time Honolulu, HI, US

30+ days ago Requisition ID: 1001

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!

Normal Business Hours, Monday - Friday

This is a full-time regular non-exempt position.