American Savings Bank

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Insurance Sales Coordinator

at American Savings Bank

Posted: 9/27/2019
Job Reference #: 5000539701006
Keywords: office

Job Description

Job Description

About American Savings Bank
American Savings Bank (ASB) has been serving Hawaii's businesses and communities since 1925 and currently provides a full range of financial products and services, including business and consumer banking, home loans, insurance and investments. ASB is one of Hawaii's leading financial institutions, with e-banking services and branch locations throughout the state offering evening, weekend and holiday hours.

American Savings Bank matches its exceptional customer experience with an employee experience that has garnered local and national awards. ASB has been recognized locally as one of the "Best Places to Work" by Hawaii Business Magazine for ten consecutive years and honored nationally as one of the "Best Banks to Work For" by American Banker Magazine. Fortune Magazine has recognized ASB as one of the 100 Best Workplaces for Women and 50 Best Workplaces for Diversity. For more than 90 years, ASB has been helping build strong communities. Through its Seeds of Service program, ASB teammates have contributed nearly 48,000 hours of volunteer service, and ASB has donated millions of dollars to Hawaii's nonprofits and community organizations.

Primary Purpose of Job
Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, new account opening/maintenance and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors.

Major Job Accountabilities
  •  Provides administrative support to assigned Financial Consultants and LBE's, which includes but is not limited to the following:
    • Answering day-to-day reference questions on product and program changes, processes, and systems
    • Providing sales materials and supplies to field offices
    • Processing customer service requests, new business, account inquiries and vendor account issue resolution
    • Assisting FCs in research and problem resolution.
    • EnAct entry, maintenance, and updates as necessary
  • Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team.
  • Participates in FC customer relationship management and maintenance to include mailings, promotions and periodic service calls.

Qualifications

Education Requirements
High school or equivalent (college degree is preferred)

Experience Required
1+ years direct customer service and/or sales assistance experience, preferably in retail, financial institution or financial services industry setting
 
Required Skills or Training
  • Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook)
  • Strong verbal and written communication skills
  • Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority
  • Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team
  • Able to adapt to ongoing rapid change and grasp new processes and issues quickly
  • Able to strictly adhere to policies and procedures within a highly regulated environment
 
Professional Certifications, Licenses, and/or Registration Requirements
  • Possess Hawaii Life and Health licenses or able to obtain licenses within 6 months of hire (preferred)
  • Possess SIE, 7, and 66 licenses within 6 months of hire (preferred)