Job description
At
Popular, we offer a wide variety of services and financial solutions to serve our communities in the Island and abroad. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career?
Over 7,900 men and women in Puerto Rico, Virgin Islands and the United States work at Popular.
Come and join our community!
General Description
Provide administrative support to the Accounts Executives, Supervisor and Manager to enable the team or department to focus on client servicing and selling.
Essential Duties and Responsibilities
- Provides day-to-day customer service support to Account Executives by preparing information, managing data and producing documents in accordance with departmental service standard, including but not limited to: insurance specifications, certificates of insurance, payment letters, vouchers and endorsements.
- Manage and retain existing small accounts for personal and commercial book of business and pursue new opportunities for the book.
- Negotiates terms, conditions, coverage limits and pricing with carriers.
- Receive, review and forward invoices, policies, endorsements, and other documents, as necessary.
- Provide client support with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
- Follow-up to address client needs and resolve any problems or issues.
- Create general correspondence for carriers and clients.
- Provide administrative support to the Account Executive with tasks such as invoicing, budgeting, and general reports.
- Support in the maintenance of policy details in AMS360, and accurate file documentation.
- Assist team members to receive and sort daily correspondence.
- Provide technical support in accordance with company operating procedures, including prepare the expiration list and production reports.
- Other responsibilities as assigned by Supervisor and Manager.
Education
Bachelor's Degree
Experience
1-3 years of relevant experience in the insurance industry.
Competencies
Accountability (L)
Analytical Discipline (L)
Collaboration & Teamwork
Change Agent (L)
Customer Centric
Self Development
Business Excellence
Character
A recruiting bonus of $1,000 will be disbursed upon completion of the 3-month anniversary; eligible positions only.
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)
(1) In general, people are considered fully vaccinated: ±
2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or
2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine
Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
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