Business Development Coordinator- Insurance Agency - Firstbankpr

Business Development Coordinator- Insurance Agency

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client's expectations.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

A Brief Overview

This position is through affiliate Firstbank Insurance, LLC. The area or business that the candidate will represent is the Credit Insurance Department. This department focuses on Insurance within Personal Loans and Credit Cards. The Business Development Coordinator will support the branch business at Money Express, FirstBank Puerto Rico and FirstBank US Virgin Islands. The Business Development Coordinator is responsible for promoting and developing strategies to achieve compliance and sales results for the regions or assigned tasks in Puerto Rico and US Virgin Islands.

Accountable for adhering to the Bank's BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Bank's processes and comply with any mandatory BSA, AML and OFAC training assigned.

What you'll do

• Coordinates the department's scheduled tasks.

• Coordinate meetings with Company.

• Report (monthly) benchmarks of Credit Insurance product.

• Responsible for updating department procedures.

• Coordinate meetings with internal clients to promote Credit Insurance product.

• Contact internal prospect clients through visits and emails.

• Present our products to potential internal clients.

• Provide guidance and develop our internal clients so that they identify the needs of the external client, suggesting appropriate products/services.

• Organize and coordinate trips to US Virgin Islands at least quarterly to develop credit insurance products.

• Qualify leads from marketing campaigns as sales opportunities.

• Build long-term trusting relationships with internal and external clients.

• Proactively seek new business opportunities in the market.

• Responsible for arranging the effective distribution of marketing materials.

• Contribute to the development of marketing plans and strategies.

• Attend sales meetings regularly to understand the products and services being marketed. • Report to the Manager on (weekly/monthly/quarterly) sales progress / results

What You'll Need to Succeed

Formal Education

A Bachelor's Degree in Business Administration or related field is required for this position, and/or the candidate must have two (2) years to five (5) years of experience in Marketing, product sales and/or customer service. Should have an in-depth knowledge of insurance products.

Knowledge and Experience

Strong analytical, innovations, excel, time management skills and sales techniques.
Excellent communication and negotiation skills.
Ability to make attractive and assertive presentations.
Available to work extended hours and some Saturdays, only when necessary.
Available to visit clients, agencies/external suppliers within Puerto Rico and US Virgin Islands.
Must have the ability to multitask and prioritize accordingly.
Valid driver's license required.
Life Insurance License required or available.
Must be willing to travel within the assigned territory.
Computer proficient: Word, Power Point, and strong in Excel (formulas & Grapghs)
Strong verbal and written communication skills in both English and Spanish.

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