New Business Processor (Denver, CO)

Job Description

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 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 :

Additional Expectations :

Salary / Benefits Package :

Normal Business Hours, Monday - Friday

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