New Business Processor (Honolulu, HI)

ADP, Inc.; Honolulu (HI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Insurance (employer paid)

Dental Insurance (employer paid)

Vision Insurance (employer paid)

Health Savings Account

Flexible Spending Account

Paid Vacation

Paid Holidays

Parking Allowance

401k Match

Job summary

E.A. Buck, headquartered in Hawaii with offices in Colorado, is seeking a New Business Processor in Honolulu, Hawaii. The role emphasizes processing life insurance, annuities, and securities, while maintaining client records and handling inquiries by phone or email.

Ideal candidates show detail orientation, urgency, and teamwork in a fast-paced environment. This full-time position requires office experience, strong communication skills, and proficiency with Microsoft Office and Adobe tools.

Qualifications

• 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.

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

Office experience

Communication

Detail oriented

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.

Full Time Honolulu, HI, US

30+ days ago Requisition ID: 1000

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 account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Company parking allowance.
• Join our mission-driven company and undertake company profit sharing and 401k generous matching!

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 account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Company parking allowance.
• Join our mission-driven company and undertake company profit sharing and 401k generous matching!

Normal Business Hours, Monday - Friday
This is a full-time regular non-exempt position.